This course provides a concise overview of how accountants can use modern generative AI tools such as ChatGPT, Claude, Gemini, Perplexity, and other research platforms to conduct more structured, defensible, and efficient tax law research across both U.S. IRS and Canadian CRA frameworks. Participants will explore a framework that helps transform AI-generated insights into professionally governed decisions. The program demonstrates how to analyze complex tax issues, clarify statutory language and identify risks while maintaining professional judgment. Through real-world tax examples, this course introduces a layered approach to AI-assisted tax analysis from simplifying complicated provisions to stress-testing positions using adversarial simulation and verification controls. Accountants will also learn how to design prompts, apply expert personas, evaluate legal defensibility, and document reasoning. The program emphasizes that AI is not a replacement for professional judgment, but a powerful thinking partner that helps CPAs elevate their analytical capabilities and deliver higher-value advisory insights.

Topics Covered:

• AI-assisted tax research using ChatGPT and other LLM platforms.
• Cognitive compression techniques for explaining complex tax concepts.
• Persona-based AI prompting for specialized tax analysis.
• Structural analysis of tax positions and documentation standards.
• Strategic tax intelligence and scenario modeling.
• AI governance, hallucination control, and verification methods.
• Cross-border IRS and CRA tax research tools and platforms.

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Upon completion of this course, learners will be able to:

• Explain complex IRS and CRA tax concepts using AI-assisted cognitive compression techniques.
• Apply persona-based prompting strategies to enhance tax analysis and professional judgment.
• Analyze tax positions using structured frameworks that test legal defensibility and risk exposure.
• Evaluate AI-generated research outputs for accuracy, bias, and verification requirements.
• Assess regulatory risk using adversarial simulation and risk-tier scoring models.
• Develop defensible documentation and audit-ready reasoning trails for tax positions.
• Design repeatable AI research workflows that institutionalize professional tax intelligence.