myCPE
myCPE

ChatGPT and Taxation Law Research for Professionals 2.5 Credits

Feb 03, 2025, 09:00 AM ET

ChatGPT and Taxation Law Research for Professionals 2.5 Credits

  • Garrett Wasny

    MA, CMC, CITP/FIBP
  • Rating

    4.7
  • Published on

    May, 2024
  • Subject Area

    Information Technology

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Feb 03, 2025, 09:00 AM ET

Learning Objective

  • Assess ChatGPT and AI tools for IRS tax law research.
  • Compare AI tools (e.g., Claude, Copilot, Gemini) for tax research.
  • Evaluate AI strategies (e.g., 'BEST WILD') for tax law research.
  • Design a ChatGPT tax assistant with privacy measures.
  • Analyze privacy in AI tax research for client protection.
  • Assess AI's impact on tax authority communication strategies.

Course Overview

In today's digital age, the integration of artificial intelligence (AI) tools has revolutionized various industries, including tax law research and compliance. 

This course aims to provide a concise yet comprehensive overview of how professionals can harness the power of ChatGPT and other generative AI tools to streamline tax research processes, ensure compliance, and stay ahead in an ever-evolving regulatory landscape.

The lessons and strategies apply to practically any tax authority.  These include the Canada Revenue Agency, the Internal Revenue Service, and the UK's HM Revenue & Customs.  The course covers an introduction to ChatGPT and its capabilities to detailed strategies for employing ChatGPT in tax research, including the 'BEST WILD' framework for AI tax research strategy. It discusses how AI can assist in analyzing tax forms and crafting correspondence with tax authorities, and offers insights into the future of tax research with AI, integrating tools like Claude, Copilot, Gemini, Perplexity, Phind, and You.com.  It introduces AI Personas and virtual tax assistants, highlighting their role in enhancing tax law research and providing a template for setting up a virtual tax assistant within ChatGPT.  

Major Topics Covered:

  • Introduction to ChatGPT and Generative AI Tools
  • AI Superpowers: Vision and Voice in Tax Research
  • Optimizing AI for Analyzing Tax Forms and Documents
  • Crafting Correspondence with Tax Authorities using AI
  • Role-Playing with Tax Personas for Professional Development
  • Integrating Other Generative AI Research Tools in Tax Practice

Join this CPE course, it serves as an essential resource for tax professionals seeking to leverage AI in their research, offering a blend of technical insights, practical tips, and a vision for the future of tax law research powered by AI.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Information Technology for CPA in Canada 2.5 CPD Eligible
Information Technology for Certified Management Accountants (CMA) 2.5 CPE Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 2.5 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 2.5 CPD Eligible
Chartered Accountant - ICAEW 2.5 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Eligible
Information Technology for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 2.5 CPD Eligible
Chartered Accountants - Scotland 2.5 CPD Eligible
CPA - Ireland 2.5 CPD Eligible
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Information Technology for CPA in Canada 2.5 CPD Eligible
Information Technology for Certified Management Accountants (CMA) 2.5 CPE Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 2.5 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 2.5 CPD Eligible
Chartered Accountant - ICAEW 2.5 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Eligible
Information Technology for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 2.5 CPD Eligible
Chartered Accountants - Scotland 2.5 CPD Eligible
CPA - Ireland 2.5 CPD Eligible

Additional Information

Credits

2.5

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Garrett Wasny
Garrett Wasny , MA, CMC, CITP/FIBP

Account Executive, BUSINESS & INT’L TRADE EDITORIAL

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

Garrett Wasny, MA, CMC, CITP/FIBP, is an artificial intelligence skills advisor to accountants worldwide and Director of the forthcoming AI Accounting Future Forum. This groundbreaking platform is set to revolutionize how accounting professionals engage with artificial intelligence. A former Price Waterhouse management consultant, Garrett has authored 60+ ebooks, delivered thousands of seminars and webinars to elite accounting enterprises around the globe, and developed dozens of AI apps on accounting technology, tax and ethics topics. 

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent

Very Good

Average

Poor

Terrible

BJ

Brandon Jacobs, CPA (US)
5

I thought the training was excellent and well thought out. The tips for using ChatGPT and other chatbots were new to me and sparked my curiosity! I'd highly recommend this training to anyone else that's looking to explore the new ways to find information.

Owen Hoskinson
Owen Hoskinson, CPA (US)
5

This was very good. A great orientation to CHATGPT and the paid versions as well as other alternatives. The BEST WILD concept was effective. Use of personas and the impact on the answers was great. Looking forward to taking his advanaced class

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Inclusions
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    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

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    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
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    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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