This course offers a succinct introduction to the use of ChatGPT and other AI tools by tax professionals for sophisticated research on U.S. and Canadian tax laws. Participants will investigate how generative AI changes client communication, compliance checks, audit defense, memo writing, and IRS and CRA code interpretation. For deeper, multimodal knowledge, the course integrates tools like Perplexity, NotebookLM, and Gemini with innovative approaches like voice-enabled research, ELI5 explanations, and the BEST WILD framework. Participants will leave with useful routines that improve their tax research efforts' accuracy and speed.

Areas Covered in the session:

• ChatGPT's function in contemporary tax law research
• A comparison between AI models that can reason and those that cannot
• AI security and compliance for accounting firms
• Compliance and AI security for accountancy businesses
• Voice-activated IRS/CRA tax applications and inquiries
• ELI5 narrative for client involvement and tax clarification
• The most effective wild framework for organized tax examination of AI

Why should you attend?

• Determine ChatGPT's strengths and weaknesses for tax law research.
• For difficult inquiries, distinguish between AI models that are reasoning and those that are not.
• Use ChatGPT safely while adhering to IRS and CRA regulations.
• Use real-time techniques such as Perplexity to enhance and validate AI results.
• Analyze and share tax findings using multimodal tools (such as Gemini and NotebookLM).
• Use ELI5 techniques to provide customized client explanations.
• Use the BEST WILD approach to do a thorough study of tax issues.

Who Should Attend?

This course is for CPAs, tax researchers, and accountants who want to improve their IRS and CRA tax research processes with the latest AI tools.