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Tax Research Techniques: Internet Tools, AI Caveats, Methodology, Documentation and Communication of Results

Recording of a 110-minute CPE webinar with Q&A

This program is included with the Strafford CPE Pass. Click for more information.
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Conducted on Monday, January 22, 2024

Recorded event now available

or call 1-800-926-7926

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.


With today's extensive internet resources, practitioners are more likely to rely on the simplicity of free internet tools, as well as commercial tax research providers. There is a plethora of information available, including low-cost and no-cost resources for federal tax research, along with related tools such as calculators. Tax professionals who are aware of the available and reliable sources can research tax issues more efficiently.

Understanding how to use the tools available and effectively research a tax issue is critical. Following the necessary steps and understanding the levels of authority are essential to useful research. The methodology includes establishing the facts, identifying the issue, locating, and evaluating relative authority, developing conclusions, and finally--and of primary importance--communicating and documenting the results. New staff and staff without adequate tax expertise may not understand how to analyze and prioritize conflicting results adequately.

Listen as our experienced presenters review reputable Internet resources and discuss the best practices for complex tax research activities.



  1. Tax research today
  2. Internet resources for federal tax research
  3. Role of AI in tax research
  4. Performing tax research
    1. Establishing the facts
    2. Identifying the issue
    3. Locating tax authorities
    4. Evaluating and applying results
    5. Communicating the findings


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?


Akpan, Mfon
Dr. Mfon Akpan, CGMA

Assistant Professor of Accounting
Methodist University

Mr. Akpan’s area of expertise is generating an estimated valuation of earned social media from corporate social...  |  Read More

Mayo, Daniel
Daniel Mayo, J.D., LL.M.

Withum Smith+Brown

Mr. Mayo has more than 20 years of professional tax experience as well as experience in federal, international and...  |  Read More

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