Research Training and Consulting Services

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Key Features

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Other Training and Consulting

This course provides an understanding of the various standard setters, including the FASB, SEC, EITF, and AICPA, the accounting-related standards they issue, and their role in the research process. You will learn how to locate all the authoritative literature and interpretive guidance needed to reach sound conclusions by utilizing efficient and effective research techniques using case study examples and best practices when conducting accounting and audit research.

Course Objectives

  • Understand the various accounting-related standard setters
  • Identify the standards and documents released by authorities
  • Distinguish between authoritative literature and interpretive guidance
  • Ensure complete knowledge of the FASB Codification
  • Implement successful research methodology
  • Writing, organizing and documenting an accounting research memo

Who Should Attend?

Anyone conducting accounting research.

Program Information

  • Program Level: Intermediate
  • Prerequisites: Basic understanding of financial reporting
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Accounting — 4 credits

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  • On-site or Web-based
  • Single-client training (1-on-1)

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Register Now

  • Web-based
  • Multi-client Training (MTS)

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This course provides training on the hierarchy of primary and secondary Federal and State documents retrieved when performing searches on IntelliConnect®. The training includes a presentation of document types within the tax reporters, discussion of steps to complete tax research, and builds on the basic knowledge of the system. The training also incorporates case study examples and best practices when conducting tax research and finding your answers in Wolters Kluwer, CCH publications. Course can include hands-on computer training.

Course Objectives

  • Understand the legislative process for tax law
  • Retrieve authoritative and secondary source material
  • Utilizing practice aids and tax tools to in the research process
  • Incorporating search results and relevance of the documents
  • Track and retrieve cases and ruling using the Citator
  • Organize, write and document a tax research memo

Who Should Attend?

Anyone conducting tax research.

Program Information

  • Program Level: Intermediate
  • Prerequisites: Introduction to IntelliConnect® course
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Taxes — 3 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

Resources

Wolters Kluwer, CCH offers additional research and learning opportunities to keep you up to date on on information that helps you work smarter and more efficiently.

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Contact for the following:

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  • Questions about scheduled courses
  • Rescheduling
  • Training Methods
  • CPE certificates
  • Class confirmations
  • Log in information for Web-based courses

For the following, Find Your Account Representative

  • Purchasing on-site or Web-based courses
  • Questions about course content
  • What courses best fit your firm's needs
  • Pricing
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