AI for Tax Planning & Research: A Practical Hands-On Training Webinar
Overview
Artificial intelligence can help tax professionals research issues, identify missing facts, develop planning ideas, and communicate with clients more efficiently. However, AI-assisted tax work must remain grounded in authoritative research, professional standards, taxpayer-data confidentiality, and careful CPA review.
This practical course presents a prompt framework and a step-by-step AI-assisted tax research workflow. A practical use case will be presented on how to take a vague client email involving an equipment purchase, an out-of-state employee, and a charitable contribution through issue spotting, research planning, analysis, and a reviewed client deliverable. In this webinar, you’ll learn how to:
- Identify practical uses of AI in tax research, planning, and client communication
- Apply a structured prompt framework that produces useful and defensible tax-related output
- Use an AI-assisted tax research workflow from issue spotting through professional sign-off
- Review AI-generated tax content for hallucinations, invented citations, and unsupported conclusions
- Evaluate tax-specific and general-purpose AI tools against firm confidentiality, ethics, and documentation requirements
Objective
To provide CPAs, tax professionals, and financial advisors with practical guidance for integrating AI into tax research and planning through hands-on demonstrations, a real-world case study, and repeatable workflows while maintaining compliance with professional standards, ethical requirements, and taxpayer confidentiality.
Emphasis
- The evolving role of AI in tax practice and the CPA-with-AI model for responsible AI adoption
- Professional ethics, the revised Statements on Standards for Tax Services (SSTS), taxpayer confidentiality, and compliance with IRC Sections 7216 and 6713
- AI capabilities, limitations, and appropriate use cases in tax research, planning, and client communications
- A structured prompt framework for producing accurate, well-supported, and defensible AI-generated tax content
- A repeatable AI-assisted tax research workflow, from issue identification and research planning through review and sign-off
- Practical applications of AI for tax planning, client deliverables, and recurring workflow automation
- Hands-on demonstrations and an instructor-led case study following a client engagement from initial inquiry to final deliverable
- Practical guidance for selecting AI tools, developing firm AI policies, preparing engagement letters, and documenting AI-assisted work
- Live demonstrations showing how to:
– Compare weak and effective prompts using the same tax question
– Identify issues and missing facts from a client email
– Build a research plan before using AI tools
– Draft and refine client communications with AI assistance
– Review AI-generated content for hallucinations, unsupported conclusions, and professional appropriateness before final review - Comparing general-purpose AI tools, including ChatGPT and Claude, with professional tax research platforms to understand when and how each should be used
- Reusable prompts, review checklists, and practical implementation strategies that participants can apply immediately in their tax practice
Speakers
Tracie Miller, PhD, CPA
Wendy Tietz, PhD, CPA, CGMA, CITP