CPA's Guide to Tax Research, Writing Memos & Reading Tax Act

  • Accountant
  • CPA (CA)

Published: July, 2021

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  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • About Tax Research
    4 mins
  • Determining the Issue
    20 mins
  • Sources of Tax Research
    33 mins
  • Negotiating And Adopting Tax Treaties
    49 mins
  • Evaluating Authoritative Sources and Reaching Conclusions
    78 mins
  • Communicating your Findings
    106 mins
  • Income Tax Act
    142 mins
  • General ANTI Avoidance Rule
    159 mins

Course Description

With high client demands for fast results, it is more important than ever to perform tax research accurately, thoroughly and efficiently. Frequent, complicated changes to the tax law mean that even experienced tax professionals often need to research tax questions. This continuing professional development course teaches a systematic research methodology that tax researchers may use in order to identify and analyze tax issues efficiently, accurately and thoroughly.

 

The tax professional approaches a tax problem in a similar manner to how a doctor cures their patient. A misstep along the way can result in less-than-optimal results, unfinished problems to solve, and an unhappy client. In this CPD webinar, learn the process to resolve a client’s tax problem and how to avoid the most common traps to getting the best outcome for your client. We will cover best practices and tips that will help you optimize the results for your client and avoid the most common missteps in tax problem solving.

 

This course has been designed to assist CPAs, Tax professionals and from different professional areas like accountants, lawyers, people in public practice, industry, education, and those in government who are specializing in this area and who have a basic familiarity with the concepts and principles of Canadian Income Tax.

The online CPD course modules cover each step in the tax research process. You will learn how to establish the facts of a situation, determine the issues, investigate sources of tax research, and eventually communicate your findings. This CPA CPD course will also cover how to read the Income Tax Act and Income Tax Regulations and at the end, we have discussed the general anti-avoidance rule (GAAR) because, being a tax researcher, it is essential to be aware of the case law and legislation relating to tax avoidance.

Key topics covered in this online CPD/CPE webinar

  • Take a transactional approach to answering research questions to efficiently identify all important tax problems.
  • The different types of primary sources of tax research, and their hierarchy of authority.
  • How to use secondary sources and annotations efficiently.
  • How to use explanations and annotations to find the most relevant primary authorities.
  • When and how to use legislative history in their tax research.
  • How to stay on track throughout the research process and how to prepare a research outline.
  • Ethical considerations in performing tax research and formulating conclusions.

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Learning Objectives

  • To discuss the facts and determine issues in relation to a tax question.
  • To discuss the various tax research resources and their relative authority.
  • To interpret the federal Income Tax Act.
  • To determine the application of different case laws.
  • To determine how much to rely on Canada Revenue Agency (CRA) and other government support.
  • To evaluate the strategies that can be used for using commercial tax research database.

Recommended For

This online CPD webinar is recommended for Canadian CPA and Tax Professionals who want to be more effective and efficient in tax research, writing memos, and reading tax act

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • Certified Public Accountant (CPA)
  • Chartered Professional Accountant
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 3.5 CPD Credit of Taxes for Chartered Professional Accountant (CPA Canada)
  • 3.5 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    3.5
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

Presenter

About Presenter

Big4 CPA

Founder, AK Consulting Inc.

We are a team of Big4 CPA, CA and other professionals. We offer wide range of professional development courses for CPA members relating to Canadian Taxation, International tax, Accounting, Ethics, Business, Workplace Teams & Culture, High Performance, Soft skills, and Personal Development.

We also work with third party content creators to offer unique CPD for our CPA members, such as on latest technology, cyber security, digital marketing. and various other interesting topics.


Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

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