Harnessing AI for Efficient Tax Preparation and Research

This course provides an overview of the AI considerations with respect to tax preparation and tax research. Â This includes a discussion of how AI technology can be used in tax preparation, including automated data collection and tax optimization strategies. Â
This course also addresses how AI can be used in tax research, including how CPAs can best leverage ChatGPT and concludes with a discussion of how the IRS is also using AI technology in its enforcement efforts. Â

Kelen is a recognized author and reviewer of CPE courses and has authored nearly 160 courses (380+ CPE credit hours) covering a range of accounting, auditing, financial reporting, regulatory, and ethics topics.  His courses are available for purchase from many online CPE providers including the AICPA.  Kelen remained involved in CPA exam content development for nearly 10 years and authored more than a thousand multiple choice questions for various sections of the CPA exam.  He also serves as an Editorial Advisor for the AICPA’s "Journal of Accountancy".   Kelen has nearly 20 years of progressive finance and accounting experience. He currently serves as a Principal in Accounting Policy with HP in Doha, Qatar, and previously served in positions in Houston, Dallas, and Budapest, Hungary.  Prior to HP, he served in multiple accounting roles in the oil & gas industry with ConocoPhillips including technical accounting policy, SOX compliance, and internal audit. He also gained public accounting experience with PricewaterhouseCoopers, working with various clients in the energy, electric, power, gas, and utility sectors.