Code Breakers: Tax Research for the 21st Century

Welcome to myCPE

Date

May 22, 09:30 AM ET

Learning Objectives

To discuss the significance of tax research.
To identify primary and secondary tax authorities.
To explain and compare research techniques, from traditional to AI-driven approaches.
To discuss legislative and judicial branches in tax law.
To gain proficiency in utilizing The Internal Revenue Code.
To analyze how to master online resources for tax research.
To develop efficient search strategies.
To acquire skills in reading and evaluating case law.
To discuss and evaluate source credibility in the digital age.
To explain how to research tax topics without specific code sections.
To prepare for the integration of artificial intelligence in tax research.
To explain how to engage with the tax research community effectively.

Course Description

Unlock the secrets of modern tax research with "Code Breakers: Tax Research for the 21st Century" - a cutting-edge CPE webinar by tax expert Shannon Hall, EA. In this dynamic course, you'll embark on a thrilling journey through the world of tax research, from its historical roots to the AI-driven future.

Get ready to delve deep into critical topics such as primary and secondary tax authorities, legislative and judicial branches, and the central hub of tax law - the Internal Revenue Code (The Code). Learn how to harness the power of the internet, use effective search queries, and navigate legal databases like LexisNexis and Westlaw. Gain essential skills in reading case law and discover the vital art of discerning credible sources in the digital era.

The following are the major topics covered in this online course:

Importance of Tax Research
Sources of Tax Authority
Research Techniques: From Antiquated to AI
Legislative and Judicial Tax Authorities
The Internal Revenue Code (The Code)
Utilizing Online Resources
Effective Search Strategies
Reading and Evaluating Case Law
Identifying Credible Sources
Navigating Tax Research Without Specific Code Sections
Transitioning to Artificial Intelligence in Tax Research
Community Involvement in Tax Research

By the end of this engaging CE Tax Webinar, you'll emerge with a comprehensive understanding of tax research's evolving landscape. You'll uncover the secrets to efficient, AI-enhanced tax research, ensuring that you remain at the forefront of the tax profession. Don't miss this opportunity to elevate your expertise and embark on a journey to become a true "Code Breaker" in the 21st-century tax arena.

Webinar Qualifies For

1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
1 General Credit of Taxes for Accountant/Bookkeeper/Tax Professionals
1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01700-23-O)
1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01700-23-O)
1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1354)
1 CPD Credit of Tax Planning for Personal Financial Specialist (PFS)
1 CE Credit of Tax Planning for Chartered Financial Consultant (ChFC)
1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01700-23-O)
1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01700-23-O)
1 CE Credit of Tax Planning for Retirement Income Certified Professional (RICP)
1 CE Credit of Tax Planning for Financial Services Certified Professional (FSCP)
1 CE Credit of Tax Planning for Wealth Management Certified Professional (WMCP)
1 CE Credit of Federal tax-related matters for LTC (Approval No. GEHNZ-T-01700-23-O)
1 CE Credit of Tax Planning for Chartered Advisor in Senior Living (CASL)
1 CPE Credit of Taxes for Iowa Licensed Public Accountant (IA-LPA)
1 CPE Credit of Taxes for Maine Licensed Public Accountant (ME-LPA)
1 CE Credit of Tax Planning for Chartered Special Needs Consultant (ChSNC)
1 CPE Credit of Taxes for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Shannon Hall, EA

Founder, Shannon Hall Tax, Inc

Shannon has worked in the tax industry for over a decade, working in both boutique practices and corporate settings before opening her own practice in 2017. She has served as an office manager and an instructor, and continues to educate as a speaker for local tax organizations.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

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IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Ratings and Review

4.6

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Catherine Vincent, CPA (US)

The best 1 credit course I've ever taken...learned more than in some 2-3 hr courses. Shannon Hall was definitely prepared. She spent time on her slides making them useful and resources that I can refer to during the tax season. Would definitely love to take another course of hers!

Owen Mccafferty, CPA (US)

Ms. Shannon Hall took a very dry topic and was successful in making the presentation interesting and in some instances entertaining, including flashing sections of the presentation that might be a bit "Nerdy".

Margie Albert, EA

I usually know most of what is contained in the CPE courses, but I learned many new things with this course. I was pleasantly surprised and very much enjoyed the Presenter and the presentation.

Larry Stephenson, CPA (US)

Very helpful and practical info. Pleasantly surprised there didn't seem to be an underlying marketing objective which is usually the case with free webinars. I enjoyed it very much.

Mayda Shorney, CPA (US)

A great useful, informative webinar with good use of humor. It was very organized with fun facts and real-world examples. Thank you for an enjoyable learning experience.