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2022 NTPI Level 3 - L3.08.22 Tax Research and Resources

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Tax Research and Resources
IRS Program #:
CTEC #: 6257-CE-0075
CE: 2 IRS credits and 2 CTEC credits
Speaker: Thomas Gorczynski, EA, USTCP

Tax research skills are critical to effectively representing a taxpayer before the IRS. This session will outline a structured tax research process the practitioner can use to find the correct answer to your question using both no-cost and paid resources. This session will also review the various sources of tax authority, how to read them for their key holding, and how to properly cite them.

Learning Objectives:

  • Identify and analyze appropriate authority for taking tax positions.
  • Identify various resources available to conduct tax research.
  • Apply the steps required to effectively research a tax topic.

Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at

Webinar Refund Policy
To request a refund, contact the NAEA education team via email at An NAEA education team member will review the request for refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand Webinars will not be refunded.