AI Series - Considerations in Tax Preparation & Research - 2024 (Text Based)

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:

1. Recognize AI's role in tax preparation activities
2. Identify how AI can assist CPAs in tax research
3. Recognize how AI is being used by the IRS
4. Identify how to write effective ChatGPT prompts when performing tax research

Instructional Method: Self-Study

Review Date: 12/09/2025

Required Components: Written Materials

CPE Final Exam Required Passage Grade: 70%

Please Note: This course must be completed within 1 year of the date of receipt of this course for CPE Credit

Prerequisites:  None

Level: Basic

NASBA Category: Taxes

Recommended CPE:  1

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FurtherEd 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 through its website: www.nasbaregistry.org.