Don Farmer's ChatGPT: A Quick Guide to NexGen Tax Research - VIRTUAL
2.00 Credits
Member Price $79
Non-Member Price $99
Overview
Let’s be honest - tax research isn’t exactly known for being thrilling. But in this lively, relatable session, we’ll turn that stereotype on its head. You’ll discover how efficient, effective tax research can be the secret weapon that helps you wrap up your workday on time and actually enjoy your evenings. We’ll show you practical strategies to boost your confidence, cut down on wasted time, and reduce those late-night wakeups worrying about whether you missed something. Whether you’re a seasoned pro or new to the world of tax research, you’ll leave with tools you can use immediately - and maybe even have a little fun along the way.
Highlights
- 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.
Prerequisites
None
Designed For
CPAs and tax professionals involved in the world of tax.
Objectives
- Learn how to perform efficient and effective tax research.
- Learn the proper starting place - when to start with traditional research tools and when to start with AI.
- Learn to get started quickly on a research project.
Preparation
None
Leader(s):
- George Koutelieris, ACPEN Business Professionals Network
- Greg White, ACPEN Business Professionals Network
Leader Bios
George Koutelieris, ACPEN Business Professionals Network
George Koutelieris is a shareholder with the firm Johnson & Shute P.S. He subsequently received his Masters in Taxation from Golden Gate University graduating with Highest Honors in 2010 and being awarded the Outstanding Graduate Tax Student Award for the Seattle campus of Golden Gate. He is currently an Adjunct Professor at Golden Gate University teaching various tax courses. George’s practice includes planning and consulting on complex transactions including formations, liquidations, mergers and acquisitions, purchase and sales, multi-state and international tax for closely held businesses and their owners. In addition, George provides compliance and representation services before the IRS and various State taxing agencies for clients. George is also an active speaker on various tax topics, having presented in the past for Golden Gate University, the Washington Society of Certified Public Accountants and the Oregon Society of Certified Public Accountants.
Non-Member Price $99
Member Price $79