ChatGPT for Tax: Updated Guide to Fast Accurate Tax Research
Live Virtual Seminar
2.00 Credits
Member Price $109.00
Price will increase by $50 on 4/30
Non-Member Price $139.00
Price will increase by $50 on 4/30
Overview
Effective tax research is essential for both accuracy and efficiency -- helping you leave the office on time and avoid late-night stress over unresolved tax questions. Explore how to streamline your tax research process by integrating artificial intelligence with traditional research tools, identifying the right starting point for different scenarios and using advanced strategies to quickly locate and verify key tax information.
Highlights
- Evaluation of AI tools, including ChatGPT, Blue J, RIA CoCounsel, Bloomburg AI, and Grok.
- Integrating artificial intelligence with traditional tax research tools.
- Minimizing the risks of using AI.
- Quickly moving from AI to tax treatises and other traditional tax research tools.
- How to vary research techniques when a significant tax issue affects an important client.
- Increasing accuracy of answers using "verification" tools.
- Increasing speed of research using "toehold" strategies.
Prerequisites
Some experience doing tax research.
Designed For
Tax professionals who want to increase their efficiency in tax research.
Objectives
- Identify very recent changes to AI research tools.
- Learn how to perform efficient and effective tax research with AI.
- Learn when to start with traditional research tools and when to start with AI.
- Learn to get started quickly on a research project.
Preparation
None
Notice
- This seminar is co-sponsored and administered by the Minnesota Society of CPAs.
- Login information and eMaterials will be distributed to attendees via email 3-5 days prior to the conference and posted in the My Upcoming CPE section of the ISCPA website.
Leader(s):
Leader Bios
George Koutelieris
George Koutelieris, CPA, MS-Tax, is the managing shareholder of the CPA firm Johnson & Shute, P.S. in Bellevue, Washington. He has more than 22 years of tax accounting experience. George is a frequent lecturer for organizations providing professional education to other tax CPAs and has written and presented live courses and webinars, covering a wide range of tax topics, for the last eight years.
Greg White
Greg White, CPA, has practiced tax for more than 40 years, is licensed to practice in U.S. Tax Court and has argued cases before the Tax Court. He is founder and shareholder in the Seattle CPA firm WGN, P.S. and served as an adjunct professor at the Golden Gate University’s Seattle campus for more than 14 years. Greg has been named a “Top 50” IRS Practitioner by CPA Magazine.
Non-Member Price $139.00
Member Price $109.00