Harnessing Artificial Intelligence in Tax Practice
Amber Groberg CFP, MSA
May 6, 2026
Session 2
Registration: 10:50 AM
Session 2 Begins: 11:00 AM
Session 2 Concludes: 1:00 PM
A forward-looking lecture on integrating AI tools to enhance the effectiveness and efficiency of tax professionals. Discussion areas include:
- Using AI for advanced tax research and staying up-to-date with federal tax law changes.
- Drafting client correspondence and letters with AI assistance for clarity and professionalism.
- Preparing for IRS audits and responding to notices with AI-generated support.
- Automating the completion of tax forms and reducing manual errors through AI-powered applications.
- Ethical considerations and client confidentiality when using AI in practice.
After completing this course, participants will be able to:
- Identify practical use cases for artificial intelligence in federal tax research and monitoring changes in tax law.
- Apply AI tools to draft clear, professional client correspondence and tax-related communications.
- Assess how AI-generated insights can support preparation for IRS audits and responses to IRS notices.
- Evaluate AI-powered applications used to automate tax form preparation and reduce manual errors.
- Recognize ethical considerations, including data security, client confidentiality, and professional judgment, when integrating AI into tax practice workflows.
Official Registry Statement:
The National Society of Tax Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CTEC Disclosure Statement:
The National Society of Tax Professionals has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual "continuing education" requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Event Administration Policies:
In Person Event/Course Refunds, Credits or Changes
- Refunds or future education credits are available if requested up to 7 days before the event begins.
- A $25 administrative fee will be charged for all course changes, including, refunds, cancellations and future education transfers.
- Future education credits expire one year from transfer.
- Refunds are no longer available once the Course Material PDF has been emailed.
Executive/Charter Member No Show Fees
- Executive and Charter members must provide at least seven (7) business days’ advance notice to cancel an in-person course. Failure to do so will result in a $150 no-show fee. Cancellation notice must be submitted by calling the NSTP office or emailing taxes@nstp.org; no other form of cancellation will be accepted.
Event/Course Registration
- Registrations must be received no later than 7 days prior to the beginning of the course. Registrations received after this date will be subject to a $35 late fee.
NSTP Cancels Event or Course
- NSTP reserves the right to cancel any program for circumstances that are not under direct control of NSTP. If a course or program is canceled, participants will be refunded 100% of their registration fee.
Walk-Ins
- We do not accept walk-in attendees. Payment must be received in advance of the class.
Guest Attendance Policy
- A course/event confirmation is required for entry into any NSTP program.
- Only paid registrants can attend seminars. In consideration of your fellow attendees, guests will need to depart before the session begins.
More Information
For more information regarding refund, cancellation, and complaint policies, please contact our offices at 1(800) 367-8130.
