*2 min intro preview

Revolutionizing Tax Law with ChatGPT and Generative AI

Discover how AI is transforming the world of tax law and compliance. This cutting-edge course offers a concise overview of leveraging ChatGPT and other generative AI tools for tax authorities worldwide, including the IRS, CRA, and HMRC.

Course Objectives:

• Introduction to AI Tax Research

  Dive into the capabilities of ChatGPT and its application to tax law research. Moreover, learn about general privacy and security best practices when using AI tools for sensitive information.

• Strategies for AI-Powered Tax Research

  Explore strategies for using ChatGPT and generative AI to navigate complex tax regulations and documentation. Additionally, harness ChatGPT’s vision and voice features to analyze tax forms, letters, and notifications from authorities.

• Optimizing AI for Tax Forms and Documents

  Master detailed methodologies for using AI to understand various tax-related forms and official documents. Furthermore, discover how AI can assist in drafting compliant communications with tax authorities.

• Innovative AI Tax Research Techniques

  Engage in role-playing with tax personas using AI for enhanced professional development. Moreover, create AI personas and virtual tax assistants within ChatGPT to streamline research and client advisories.

• Integrating Advanced AI Tools

  Explore the ‘BEST WILD’ AI tax research strategy, combining best practices, error avoidance, and innovative techniques. Additionally, examine the integration of other AI tools like Claude, Copilot, and Gemini in tax practice.

Who Should Attend?

This course is perfect for CPAs, tax attorneys, enrolled agents, and consultants seeking to leverage AI for enhanced tax law research, compliance, and client service. Moreover, professionals in tax firms, accounting departments, and legal tax practice will benefit from staying ahead in the rapidly evolving landscape of tax legislation and digital transformation.

Prerequisites: A basic understanding of accounting principles and familiarity with digital technology is recommended.