2 Credit HoursFederal Tax Law
AI Tools for Tax Practice
Practical guide to using AI tools in tax research, return preparation, and client communication. Covers capabilities, limitations, ethical obligations, and risk management when using AI in professional practice.
Topics Covered
- AI capabilities and limitations in tax research
- Using AI for return preparation and review
- Client communication and engagement letters
- Circular 230 implications of AI-assisted work
- Risk management and quality control
- Data privacy and confidentiality concerns
Exam Requirements
Review Questions
6
Throughout the course material
Final Exam Questions
10
Multiple choice, 4 options each
Passing Score
70%
Minimum requirement
Time Limit
1 Year
Self-paced from enrollment
Certificate of Completion
Upon passing the final exam, you will receive a certificate including all required fields:
- Provider name
- Program name
- Program number (upon approval)
- Program dates
- Credit hours awarded
- Instructor signature
- Your name
- Unique certificate number