Course Description
AI Series: Considerations in Tax Preparation & Research
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.
Course Information
Course No. CAM006
Format: Online pdf (22 pages). Printed book available.
Instructional Delivery Method: QAS Self-Study
Prerequisites: None
Advance Preparation: None
Level: Overview
CPE Credit: 1 hr.
Field of Study: Taxes
Course Author: Kelen F. Camehl, CPA, MBA
Course expiration: You have one year from date of purchase to complete the course.
Course Revision Date: June 2024
Objectives
Course Topics:
* Tax Preparation
* Tax Research
* Generative AI
* How the IRS is using AI
* Best Practices for Adopting AI Solutions
Learning Objectives:
Upon completion of this course, you will be able to:
- Recognize AI’s role in tax preparationactivities
- 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
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Well written overview with good concrete examples for the Tax Planner/Preparer and IRS Compliance Agent to consider the use of AI in improving preparation, compliance, planning and fraud detection.