Objectives

• 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 CCH publications. Course can include hands-on computer training.

Topics

• Summarizing the legislative process for tax law
• Retrieving authoritative and secondary source material from CCH publications
• Completing tax research in five steps
• Setting search preferences
• Reviewing search methods
• Utilizing practice aids and tax tools to save time during the research process
• Incorporating search results and relevance of the documents
• Using the CCH citator
• Writing, organizing and documenting a tax research memo

Attendees

• Anyone conducting tax research using the IntelliConnect product

CPE

• By request only
• Taxes - 3 credits

Prerequisites

• Read Policies
• Introduction to IntelliConnect course
• Some tax research subject area knowledge