
This 3 part research methodologies follows a careful review of the several requirements of what makes an individual a research literate individual. Each course will require participation. The user should come expected to practice these activities during the course and should have another window open, or a mobile device available.
Part 2: The third standard set forth by the ACRL is the ability to evaluate information. Once you found something, how do you know its any good? What makes a reputable source? How do you know that it fits your needs? This course will review evaluating resources, especially online resources, found on the web, as well as determining which paid resource is best for your office. It will also focus on how to evaluate AI responses and how to better prompt engineer for more effective and accurate answers. The program also reviews the hierarchy of authorities, and proper notetaking and research as prescribed by Circular 230. Circ 230 10.22 covers diligence to accuracy and evaluating resources, and using correct resources in synthesizing an argument is a key part of being an effective tax professional. We will also look at Circ 10.34 and 10.35.
*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T-00852-25
CTEC Course #: 6248-CE-00215

Ellie views her role as an Enrolled Agent much like Ariadne in the labyrinth—an advocate guiding clients through the complexities of the tax world with clarity and consistency. She holds a Master of Library Science and a Master’s in English, and she teaches for various tax organizations while contributing to trade magazines, journals, and tax compendiums. In her spare time, Ellie writes fiction, both short and long form, that has been published. Her professional focus includes individuals, small businesses, and tax representation, helping clients navigate tax challenges with expertise and care.
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