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
Methodist University
Mr. Akpan’s area of expertise is generating an estimated valuation of earned social media from corporate social... | Read More
Mr. Akpan’s area of expertise is generating an estimated valuation of earned social media from corporate social responsibility engagement to generate an estimated return on investment and trend analysis. His professional activities include serving as a steering committee member for the American Accounting Association’s (AAA) Conference on Teaching and Learning in Accounting (CTLA) and planning committee member for the AAA’s Teaching, Learning and Curriculum Section (TLC). Mr. Akpan is a five-time TEDx speaker, and his most recent TEDx talk gives practical steps on how we can return to life after the COVID-19 pandemic. He is a doctoral candidate in Accountancy at Indiana Wesleyan University.
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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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