2 Credit HoursTax Practice
Tax Research & Practice Management
Modern tax research methods including AI tools, primary authority hierarchy, citator use, and practice management essentials. Covers engagement letters, documentation standards, quality review procedures, and technology adoption for practice efficiency.
Topics Covered
- Primary authority hierarchy: IRC, regulations, rulings, cases
- Research methodology and citator use
- AI-powered tax research tools and limitations
- Engagement letters and scope of representation
- Documentation standards and workpaper retention
- Quality review procedures and peer review
Exam Requirements
Review Questions
6
Throughout the course material
Final Exam Questions
10
Multiple choice, 4 options each
Passing Score
70%
Minimum requirement
Time Limit
1 Year
Self-paced from enrollment
Certificate of Completion
Upon passing the final exam, you will receive a certificate including all required fields:
- Provider name
- Program name
- Program number (upon approval)
- Program dates
- Credit hours awarded
- Instructor signature
- Your name
- Unique certificate number