ChatGPT for Tax: Updated Guide to Fast, Accurate Tax Research WEBCAST

Overview

Mastering tax research doesn’t have to mean late nights and endless second-guessing. George Koutelieris and Greg White are back to show you how to harness the latest AI tools, alongside trusted tax research methods, to find answers faster, verify accuracy, and reduce risk. You’ll discover up-to-the-minute developments in ChatGPT, Blue J, RIA CoCounsel, Bloomberg AI, and Grok, plus strategies for quickly checking results and moving seamlessly into traditional sources. The result: stronger confidence in your work, more time back in your day, and the peace of mind that comes from knowing you’ve got the right answer. Register today and take the first step toward faster, safer, and more balanced tax research.
ChatGPT for Tax Graphic

Highlights

Very recent changes to AI (up-to-the-minute). Evaluation of AI tools, including ChatGPT, Blue J, RIA CoCounsel, Bloomburg AI, and Grok. Integrating artificial intelligence with traditional tax research tools. Minimizing the risks of using AI. Quickly moving from AI to tax treatises and other traditional tax research tools. How to vary research techniques when a significant tax issue affects an important client. Minimizing risk of getting a wrong answer of answers using “verification” tools. Increasing speed of research using “toehold” strategies.

Prerequisites

None.

Designed For

CPAs working with tax.

Objectives

Learn how to perform faster and safer tax research. Identify very recent changes to AI research tools. Identify strategies for quickly checking answers AI produces. Learn to get started quickly on a research project. Identify ways to become more comfortable with your end tax research product and reduce research time so you can take more days off and go home earlier.

Preparation

None.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader Bios

George Koutelieris, Johnson & Shute PS

4.93 stars out of 5

“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

George Koutelieris, CPA, is a shareholder with the firm Johnson & Shute P.S. He subsequently received his Master’s in Taxation from Golden Gate University graduating with Highest Honors in 2010 and being awarded the Outstanding Graduate Tax Student Award for the Seattle campus of Golden Gate. He is currently an Adjunct Professor at Golden Gate University teaching various tax courses. George’s practice includes planning and consulting on complex transactions including formations, liquidations, mergers and acquisitions, purchase and sales, multi-state and international tax for closely held businesses and their owners. In addition, George provides compliance and representation services before the IRS and various state taxing agencies for clients. George is also an active speaker on various tax topics, having presented in the past for Golden Gate University, the Washington Society of Certified Public Accountants, and the Oregon Society of Certified Public Accountants. George Koutelieris and Greg White are available to teach in-house courses in tandem for company CPE needs.

Return to Top

Gregory White, President, WGN PS

4.96 stars out of 5
“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

Greg White, CPA, has practiced tax accounting for more than 35 years. He is founder, shareholder, and President of CPA firm WGN, P.S. in Seattle, Washington, which serves a successful entrepreneurial client base. He also owns and operates State of the Art Tax, LLC, a tax education company. Greg is in his twelfth year as an Adjunct Professor at the Golden Gate University’s Seattle Campus. Greg is licensed to practice in and has argued cases before the U.S. Tax Court. He has been named a “Top 50” IRS Practitioner by CPA Magazine. Greg has extensively presented tax CPE, predominantly on the west coast, over the last decade and has written and presented live courses and webinars for CCH and others nationally. He has presented tax topics in the Pacific Northwest on TV including spots on KOMO TV and King TV.

Return to Top