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Federal Tax Law Research Strategies and Techniques

Federal Tax Law Research Strategies and Techniques. Paul D. Callister , JD, MSLIS Director of the Leon E. Bloch Law Library & Associate Professor of Law UMKC School of Law. Thinking About Legal Research Problems. The Problem. Solving Tax Problems. How do I . . .

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Federal Tax Law Research Strategies and Techniques

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  1. Federal Tax Law ResearchStrategies and Techniques Paul D. Callister, JD, MSLIS Director of the Leon E. Bloch Law Library & Associate Professor of Law UMKC School of Law

  2. Thinking About Legal Research Problems

  3. The Problem

  4. Solving Tax Problems

  5. How do I . . .

  6. 1. . . . find a sample limited liability company operating agreement in print? On Westlaw? On Westlaw

  7. 2. . . . find a sample contract of sale for a restaurant business in print? On lexis? On Lexis

  8. 3. . . . determine the minimum filing requirements for a small private placement offering in California? On Lexis On Westlaw

  9. 4. . . . form a corporation in Nevada? What kind of search? Legal Information Institute--Listing by Jurisdiction wwwsecure.law.cornell.edu/states/listing.html LexisOne State Resource Locator www.lexisone.com/legalresearch/legalguide/states/states_resources_index.htm

  10. 5. . . . find a sample Illinois revocable trust in print? On Lexis? On Westlaw? On the Web? LexisOne Forms http://www.lexisone.com/ legalresearch/legalguide/ online_forms/forms_center _index.htm Findlaw Formshttp://forms.lp. findlaw.com/ On Lexis On Westlaw

  11. 6. . . . use looseleaf services like CCH Standard Federal Tax Reporter and BNA’s Tax Portfolios? Online? On Lexis On Westlaw On CCH On RIA

  12. 7. . . . understand the “control group rules” under IRC § 1563? On RIA On CCH On Lexis

  13. 8. . . . find out if there are tax consequences if a client sells a home within a year after moving there (as a result of a neighbor abusing his child)? On Lexis On RIA On CCH

  14. 9. . . . . understand Qualified Domestic Relations Orders (QDROs) and how to draft them? On CCH On RIA On Lexis

  15. 10. . . . research all relevant tax cases similar to the Federal Second Circuit case, Caplin v. US? On CCH On RIA On Lexis On Westlaw

  16. 11. . . . find Form 706 (federal estate tax return)? Find the equivalent state return in Maine? http://www.IRS.gov

  17. 12. . . . find private letter rulings? On CCH On RIA On Lexis On Westlaw

  18. 13. . . . find tax rates and the “Applicable Federal Rate”? http://www.IRS.gov

  19. The End

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