Step by Step: Preparing for Your Peer Review

3 Credits: Accounting


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Step by Step: Preparing for Your Peer Review

Course Level
CPE Credits

3 Credits: Accounting

Course Description

Navigating the complexities of tax law and effective research methodology can be a daunting task for professionals in the field. The challenge of properly citing primary tax law sources and utilizing various tax research services often leads to confusion and inaccuracies. This CPE webinar course provides a comprehensive solution by offering an in-depth review of primary tax law sources. Participants will learn not only how to correctly cite these sources but also gain access to numerous free Internet sites that provide essential tax law resources. The CPE course also demystifies tax research methodology through practical case studies, ensuring participants can confidently apply these skills in real-world scenarios. By mastering these aspects, you will enhance your ability to provide accurate, well-researched tax advice and representation.

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Learning Objectives

Upon successful completion of this course, the participant should be able to:

  • Describe the purpose and objective of peer review
  • Identify the two type of peer review
  • Describe the process for participating in peer review
  • Identify the problem areas in peer review
  • Apply proper documentation
  • Apply the requirements for a quality control document
  • Apply tips for a smooth peer review
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Course Specifics

Course ID
Revision Date
June 12, 2020


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Jeff Sailor Headshot

Jeff Sailor, CPA, received a master’s degree in accounting from the University of Florida. Upon graduation, he joined the auditing staff at Peat Marwick in Jacksonville, Florida, where he worked on a large number of national accounts. Jeff has managed his own accounting firm in Ocala, Florida, since 1984. During that time, he has also developed unique auditing approaches and auditing software. Since 1992, Jeff has been teaching accounting and auditing courses he developed to combat traditional “boring CPE.” Using a variety of creative teaching methods sprinkled with humorous video spoofs, Jeff is able to combine his in-depth accounting insights …