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Tax Research I - Tax Staff Essentials
CPE Self-study

Tax Research I - Tax Staff Essentials

Gain a working knowledge of the methodology of implementation-based tax research by drawing on the latest developments in online research.

$115 - $159
Do you have an AICPA membership? Log in to apply your member discount.



NASBA Field of Study




CPE Credits



Ronald G. Worsham Jr., Troy Lewis


1 year

Product Number


 Business & partner 
Product Details

Save when you buy the complete Tax Staff Essentials, Level 1 online bundle..

Ask the right questions!

This course is designed to provide you with a working knowledge of the methodology of implementation-based tax research by drawing on the latest developments in online research. You will learn how to organize the facts, locate and assess pertinent authority, and clearly communicate research findings.

We will discuss online tax research methodology, authoritative tax hierarchy, tax return support documentation and so much more.

Who Will Benefit

  • New tax staff (firm or in-house)

Key Topics

  • Online tax research methodology
  • Authoritative tax hierarchy
  • The power of professional language in business writing
  • Book/tax adjustment documentation
  • Tax return support documentation

Learning Outcomes

  • Recall the methodology of implementation-based tax research.
  • Identify and analyze the pertinent facts and applicable laws to determine a tax result.
  • Apply the hierarchy for sources of tax authority in researching a tax question.
  • Recall how to execute efficient and meaningful research within tax online services.
Credit Info
CPE Credits
NASBA Field of Study
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
For more information, please refer to CPE requirements and NASBA sponsorship information
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members
Tax Section Members

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Contact us
Ronald G. Worsham Jr.
CPA, Ph.D.
Professor Worsham is currently an associate professor in the School of Accountancy at Brigham Young University. He graduated from the School of Accountancy at BYU in 1985 with his bachelor’s and master’s degrees in accounting. After graduation, he worked for number of years in the corporate and international tax group in Arthur Young’s Dallas tax practice. While in Texas, he became licensed to practice as a CPA. Subsequently, he continued his academic training at the University of Florida where he received his PhD in 1994. Since joining the BYU School of Accountancy faculty, Ron has primarily taught undergraduate and graduate tax courses in the School of Accountancy and MBA program. He also currently serves as the Tax Group Coordinator in the School of Accountancy. Professor Worsham has published articles in The Journal of the American Taxation Association, The Journal of International Taxation, The Tax Executive, The Journal of Accountancy, Tax Notes and in other journals. He is also active in professional organizations including the American Accounting Association and the American Taxation Association. In addition to his teaching and research at the university, Professor Worsham has taught and developed course materials for the national training programs of Deloitte, Ernst &Young, KPMG, Moss Adams, PwC, and RSM in the following areas: Tax Research, Corporations, Partnerships, Accounting Periods and Methods, International Tax, Accounting for Income Taxes (ASC 740), International Tax, Mergers & Acquisitions, and S Corporations.
Troy Lewis
Troy Lewis is the Past Chair of the Tax Executive Committee of the American Institute of CPAs (AICPA) in Washington, DC. In this role, he has testified six times before the United States Senate Finance Committee and the House Committee on Small Business. Mr. Lewis has been active with the AICPA and the Utah Association of CPAs, for over two decades serving in key leadership positions including the President of the UACPA. Mr. Lewis currently teaches accounting and tax at Brigham Young University in Provo, Utah. He is in practice as a Manager/Member at Lewis & Associates, CPAs, LLC in Draper, Utah. He also worked in public accounting at Arthur Andersen and for a community bank in St. George, Utah. He obtained his Masters of Accountancy and Bachelors of Science in Accountancy from Brigham Young University. He is also a Certified Public Accountant (CPA) and a Chartered Global Management Accountant (CGMA).

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Tax Research I - Tax Staff Essentials
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