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.
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
