Please note this course is a chapter from the larger 8 credit course "AI Essentials for CPAs - Exploring Cutting Edge Technology" . You cannot get credit for both courses.

AI Series Moduel 3 – Considerations in Tax Preparation & Research

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

Revision Date: 3/27/24

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
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