ChatGPT for Tax Updated Guide to Fast Accurate Research Webcast [OC21A]

Oct 21, 2025
Time: 08:00am-9:40am

Subject:

Taxation

Credit Hours:

2.00

Price:

Member: $120.00
Non-member: $150.00

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Discussion Leader:

George Koutelieris & Greg White    more info

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, the Alaska Society of CPAs and the Oregon Society of Certified Public Accountants.

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.

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Website registration for this course closes on October 20, 2025. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.

Full Description

ChatGPT for Tax: Updated Guide to Fast Accurate Tax Research Webcast (OC21A)

October 21st, 2025 / 8:00 am 9:40 am Alaska Time

Live Webcast / Washington Society of CPAs Virtual Classroom

Join Greg and George as they strive to offer a better work life balance and increase your comfort level with tax research. By using AI carefully, you can increase the likelihood of both getting a correct answer and reducing the time you spend getting that answer.

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.

Learning 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.

Designed For: CPAs and tax practitioners.

CPE Credits: 2, Taxation

Level of Knowledge: Overview

Prerequisite: None

Acronym: OC21A

Discussion Leader: Greg White, CPA & George Koutelieris, CPA