ChatGPT for Tax: Updated Guide to Fast Accurate Tax Research (Webinar)  (CGPT-WEB)

2.00 CPE Credit Hours

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.

Designed For

Tax professionals who want to increase their efficiency in tax research

Objective

• 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
  

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

Advanced Preparation

None

Developer
Minnesota Society of CPAs

Presenters
George Koutelieris,
Greg White,

Level of Knowledge
Intermediate