Tax Research Intermediate



CPE Credits

Answering clients’ tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources and describing the steps in the tax research process.
  • Illustrate the organization of the Internal Revenue Code, the Treasury Regulations, and Revenue Rulings
  • Identify the circumstances when a client may want to consider requesting a private letter ruling.
  • Differentiate between primary and secondary pieces of authority
  • Illustrate the steps to the tax research process and the parts of a tax research memorandum


PICPA Member: $29
Nonmember: $39

More Information

Course No. ON-DEMAND

Level: Intermediate

Prerequisites: None

You will have up to 90 days after the date of purchase to complete the course and take the exam. *excludes CPE Academy unlimited access.


David Peters

Peters Professional Education LLC