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New--H.R. 1 Act - The One Big Beautiful Bill Mini Course
AI Series – Considerations in Tax Preparation & ResearchCode: 26-AITAX
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Course Details
25 pages
Course Overview
This course provides an overview of the AI considerations with respect to tax preparation and tax research. This includes a discussion of how AI technology can be used in tax preparation, including automated data collection and tax optimization strategies. This course also addresses how AI can be used in tax research, including how CPAs can best leverage ChatGPT. This course concludes with a discussion of how the IRS is also using AI technology in its enforcement efforts.
Learning Objectives
Upon completion of this course, you will be able to:
- Recognize AI's role in tax preparation activities
- Identify how AI can assist CPAs in tax research
- Recognize how AI is being used by the IRS
- Identify how to write effective ChatGPT prompts when performing tax research
Presentation Method: Self-Study
CPE Credit: 1 hour
Category: Taxes
Program Level: Overview
Prerequisites: General understanding of Federal Income Taxataion
Advance Preparation: None
Exam expiration date: Participants must submit exams for grading within one year from the date of purchase

