Tax Research Techniques: Internet Tools, AI Caveats, Methodology, Documentation and Communication of Results
Recording of a 110-minute CPE webinar with Q&A
This course will enable new and seasoned tax professionals to perform tax research more efficiently. The presenters will identify reliable and accessible internet resources available to facilitate the performance of tax research. They will also explain the fundamentals of documenting a tax research issue.
Outline
- Tax research today
- Internet resources for federal tax research
- Role of AI in tax research
- Performing tax research
- Establishing the facts
- Identifying the issue
- Locating tax authorities
- Evaluating and applying results
- Communicating the findings
Benefits
The panel will review these and other important issues:
- What are the levels of authority?
- What reliable resources are available for federal tax research?
- What other sites are available to assist tax practitioners?
- Caveats of AI's use in tax research
- How do you prepare a tax memorandum?
Faculty
Dr. Mfon Akpan, CGMA
Assistant Professor of Accounting
Northeastern State University
Dr. Akpan CGMA, is an Assistant Professor of Accounting at Northeastern State University. His core teaching... | Read More
Dr. Akpan CGMA, is an Assistant Professor of Accounting at Northeastern State University. His core teaching expertise encompasses Financial Accounting, Auditing, and Fund Accounting. Dr. Akpan is a dedicated advocate for advancing accounting education and research through the strategic integration of technology, particularly focusing on artificial intelligence (AI) and data strategies. His extensive and recent publications demonstrate a profound interest in the evolving dynamics of the financial world and their critical implications for accounting practices. Key works include, "Future-Proof Accounting: Data and Technology Strategies" (2024), a foundational book exploring modern accounting transformation, "Aligning artificial intelligence with ethical accountancy: A global perspective on emerging frameworks" (2024) addresses crucialethical considerations in AI, "ChatGPT and AI in accounting education and research" (2023), a timely examination of AI's role in academic settings, "The Elon Musk Effect: How community initiative spending impacts earned social media valuation" (2022), showcasing an interest in market dynamics and "Cluster Analysis of share price: How firm characteristics relate to accounting metrics" (2021), reflecting deep analytical insights into financial data.
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Daniel Mayo, J.D., LL.M.
Partner
Withum Smith+Brown
Mr. Mayo has more than 20 years of professional tax experience as well as experience in federal, international and... | Read More
Mr. Mayo has more than 20 years of professional tax experience as well as experience in federal, international and financial products taxation. He is a member of Withum’s National Tax Services Group and oversees the U.S. Federal income tax research, planning and review functions. Mr. Mayo is experienced in mergers and acquisitions, capital markets and cross-border transactions.
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