ChatGPT for Tax: A Quick Guide to Successful Tax Research (1 hour - afternoon) - NEW! - Webcast

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Jun 5, 2023

Registration: 11:30 AM / Program: 12:00 PM - 1:00 PM Pacific Time

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

ChatGPT has passed the Bar Exam and aced graduate-level tests at the best business school in the U.S. How can it help you? And what shortcomings do you need to know about?

OSCPA has partnered with the Washington Society of CPAs for this event.

Designed For

CPAs and tax practitioners.

Objectives

  • Discover how to perform effective tax research in ChatGPT.
  • Why you should ask ChatGPT if it’s certain an answer is correct. 
  • Learn how ChatGPT can take complicated documents and explain them in plain language.

Major Subjects

  • Using ChatGPT to enhance your tax practice
    • Client memos
    • Planning ideas
    • Data limitations
  • Considering ChatGPT’s shortcomings
    • Platform hopping
    • Overconfidence
    • Mistaken information and citations

Did you know? The OSCPA member rate for CPE courses is extended to all OSCPA members and their employees who are not eligible for OSCPA membership. Members of other state CPA societies are also eligible for member rates.

After adding the course(s) to your cart, click "Apply Discounts" and select either "This person is an uncertified staff of an OSCPA member" or "This person is a member of another state CPA society."

If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email profdev@orcpa.org.


Leaders

George Koutelieris

George J. Koutelieris, CPA, MS-Tax, is a shareholder in the firm Johnson & Shute P.S. and a Member of Cutting Edge Tax Strategies, LLC. He is also 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, with a concentration on the real estate industry.

George is a member of the American Institute of Certified Public Accountants and the Washington Society of Certified Public Accountants, where he is a former chair of the WSCPA's Taxation Committee. George is also an active speaker on various tax topics, having presented in the past for all the State Societies on the west coast.

(3/19/21)

Gregory White

Greg White, CPA-WA, 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 tenth year as an adjunct professor at the Golden Gate University's Seattle Campus where he teaches capital assets, tax accounting, and individual taxation. Greg is licensed to practice in and has argued cases before the U.S. Tax Court. He has been named "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, King TV, and Northwest Cable News. He is frequently in contact with Treasury, IRS, and other top government officials in Washington, D.C. as to late breaking guidance from the government and has been involved in making recommendations to them to help practically shape federal tax legislation and administrative guidance.

(11/2/20)