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Webinar

New

NextGen Tax Research: Merging AI and Traditional Research Tools

Wednesday, May 21, 2025
10-11:40 a.m. Central
2 CPE (2 technical)

Course code: 25SR-0007
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Effective tax research is essential for both accuracy and efficiency -- helping you leave the office on time and avoid late-night stress over unresolved tax questions. Explore how to streamline your tax research process by integrating artificial intelligence with traditional research tools, identifying the right starting point for different scenarios and using advanced strategies to quickly locate and verify key tax information.

Major subjects

  • Integrating artificial intelligence with traditional tax research tools
  • Quickly moving from AI to tax treatises and other traditional tax research tools
  • How to vary research techniques when a significant tax issue affects an important client
  • Increasing accuracy of answers using "verification" tools
  • Increasing speed of research using "toehold" strategies

Learning objectives

  • Learn how to perform efficient and effective tax research
  • Learn whento start with traditional research tools and when to start with AI
  • Learn to get started quickly on a research project

Who should take this program?

  • Tax professionals who want to increase their efficiency in tax research

Pricing

Standard Member Fee $99.00
checkmark Standard Nonmember Fee $129.00

MNCPA members save $30.00. Become a member.

Our records indicate you are a nonmember. If you register, you will be charged $129.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
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More program information

Instructors George Koutelieris, CPA, MS-Tax
Greg White
Location Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor Minnesota Society of CPAs
NASBA ID#: 139884
Prerequisites Prereq. Some experience doing tax research
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
Learn more

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