CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Self-Study

AI Series – Considerations in Tax Preparation & Research

$29.00$49.00

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Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

1 Credits: Information Technology
Course Level
Basic
Format
Self-Study

Course Description

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.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Recognize AI’s role in tax preparationactivities
  • Identify how AIcan assist CPAs in tax research
  • Recognize how AIis being used by the IRS
  • Identify how to write effective ChatGPTprompts when performing tax research
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Course Specifics

Course ID
SS224380737
Revision Date
April 22, 2024
Prerequisites

There are no prerequisites.

Advanced Preparation

None

Number of Pages
36

Compliance Information

NASBA Provider Number: 103220

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

Kelen is a recognized author and reviewer of CPE courses and has authored over 145 courses (350+ CPE credit hours) covering a range of accounting, auditing, financial reporting, regulatory, and ethics topics. Kelen remained involved in CPA exam content development for nearly 10 years and authored more than a thousand multiple choice questions for various sections of the CPA exam. He also serves as an Editorial Advisor for the AICPA’s Journal of Accountancy. Kelen has nearly 20 years of progressive finance and accounting experience. He currently serves as an Accounting Policy Advisor with HP. Prior to HP, he served in multiple …