Program Overview
July 23, 2024 | 6:00 pm - 8:00 pm| Webinar
Hosted by San Fernando Valley
Speaker John Sheeley, EA
Description
This course explores the integration of Artificial Intelligence (AI) in responding to federal tax notices and preparing other submissions to the IRS. Participants will explore a range of AI tools, examine real-world case studies, and discuss both the potential and limitations of AI in tax representation. The program emphasizes legal compliance, ethical considerations, and best practices to ensure effective and secure AI applications in professional tax practice.
Learning Objectives
1. To understand the fundamental principles of AI and its specific applications within the context of federal tax representation.
2. To identify and evaluate various AI tools and technologies that can assist in interpreting and responding to IRS notices.
3. To examine real-world examples where AI has been utilized in taxpayer representation, highlighting the successes and challenges encountered.
4. To analyze the potential pitfalls and ethical considerations of employing AI in tax practice, including limitations of AI and the importance of maintaining human oversight.
5. To establish best practices for integrating AI into tax practices, ensuring compliance with IRS regulations, and maintaining the highest standards of data privacy and security.
Learning Level Basic
Prerequisites & Advance Preparation Attendees should be familiar with generative AI applications, such as Chat GPT. If not familiar with generative AI, the attendee should watch a You Tube video to become familiar, a 10–15 minute process.
Continuing Education
IRS: 2 hours Federal Tax Topics | CTEC: 2 hours Federal Tax Topics | CA Bar: 1.75 hours Taxation Law | CPA CA: 2 hours Taxes
Pricing
Member: $24.95 | Non-Member: $49.95
Webinar Details
After registering, everything you need for attending this webinar will be found in Your Learning Center.
No - Video recording available for this event.
Cancellation, Refund, and Webinar Attendance Policies
Please contact the host chapter at sanfernando@csea.org for refund/cancellation policies related to this event. The California Society of Enrolled Agents (CSEA) and its local Chapters, hereinafter referred to as the Event Organizers, are committed to providing a professional, friendly, safe, and welcoming experience for all participants during each webinar. Please see the webinar policies that have been established to support a clear understanding of the roles and responsibilities of all parties.