Master a 7-layer framework to turn AI into a defensible, audit-ready, and high-precision tax intelligence engine.
This course, developed entirely from scratch using the latest generation of AI research applications, 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 practical AI Tax Intelligence Framework that helps transform AI-generated insights into professionally governed decisions. The program demonstrates how to analyze complex tax issues, clarify statutory language, identify risks, and build audit-ready documentation while maintaining professional judgment and regulatory compliance.
Through real-world tax examples, the 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 in ways that support client advisory work and regulatory scrutiny. 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
Target Audience:
This course is designed for CPAs, tax professionals, and accounting advisors who want to use AI tools responsibly to accelerate tax research, improve analytical rigor, and strengthen defensible advisory insights.
MA, CMC, CITP/FITP
GARRETT WASNY, MA, CMC, CITP/FITP, is an artificial intelligence (AI) skills advisor to accountants, tax attorneys, enrolled agents, and tax preparers worldwide. His courses focus on the new intersection of accounting and technology, and provide guidance to practitioners on how to prosper in this dynamic age. His sessions demystify emerging cloud, mobile, and social applications, and explain in plain language how financial professionals can use these online tools to build trust, solve problems, and create new value. He’s also an award-winning Internet speaker, author, app developer, professional development specialist, and former management consultant for Price Waterhouse. He's published 50+ ebooks on computing and ethical issues related to accounting, written hundreds of articles and columns on Internet strategy, and delivered thousands of seminars and webinars to CPAs and accounting organizations around the globe.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
