LexisNexis®
University

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Tax Research FAQs: Tips on the What, Where, and How of Locating Tax Authority

Content Provider
LexisNexis
Product
CLE
Date
06/27/2024
Time
3:00pm - 4:00pm Eastern Time (US & Canada)
Presenter(s)
Susan Trachta
Seats
Available
Learning Method
Virtual Training (WebEx)
Registration End
06/27/2024

Price $0.00

Registration Closed

Description

As a matter of law, ethics and professional responsibility, tax practitioners must ensure the research that supports their advice is thorough, accurate, and up-to-date. The process can be uniquely challenging, requiring researchers to navigate a vast and diverse array of sources of tax authority, while weighing the nuanced relationships among them. This interactive session will provide a review of key federal and state materials pertinent to the tax practitioner, along with a series of time-saving best practices that address frequently asked questions about how to locate them efficiently. The course will be customized to attendees’ level of experience and specialties, as applicable, and will engage participants to test their knowledge of lesser-known research pathways and details about various types of tax primary materials.
This program will:
• Increase facility in locating key federal and state tax materials, with reference to the hierarchy of tax authority, sources of official publication, and common tools provided by tax research services
• Equip attendees with techniques to address some common challenges encountered in conducting research in regulatory, legislative, and administrative materials
• Enhance familiarity with secondary resources that can foster greater efficiency and productivity in tax research, including analytical, current awareness, and practical guidance materials available to attendees
• Focus awareness on recent tax developments incorporated in research hypotheticals and introduce methods that can assist practitioners in staying current with topics discussed

Literature

State Status Total Credits Type Of Credit Approved Thru
AlabamaApproved1.00General
AlaskaApproved1.00General
ArizonaApproved1.00General
ArkansasApproved1.00General
CaliforniaApproved1.00Participatory
ColoradoApproved1.00General
ConnecticutApproved1.00General
DelawareApproved1.00General
FloridaApproved1.00General02/28/2025
GeorgiaApproved1.00General12/31/2024
HawaiiApproved1.00General
IllinoisApproved1.00General
IndianaApproved1.00General
KentuckyApproved1.00General
MinnesotaApproved1.00General
MississippiPending State Response0.00
MontanaPending State Response0.00
NebraskaApproved1.00General
NevadaApproved1.00General05/31/2026
New HampshireApproved1.00General
New JerseyApproved1.00General
New MexicoApproved1.00General
New YorkApproved1.00Skills
North CarolinaApproved1.00Technology
North DakotaApproved1.00General02/08/2025
OhioApproved1.00General
OklahomaApproved1.00General
PennsylvaniaApproved1.00General
South CarolinaApproved1.00General12/31/2024
TennesseeApproved1.00General
TexasApproved1.00General
UtahPending State Response0.00
VermontApproved1.00General
VirginiaApproved1.00General10/31/2024
WashingtonApproved1.00General
West VirginiaApproved1.20General
WisconsinApproved1.00General
WyomingPending State Response0.00

Speakers