ChatGPT for Tax: A Quick Guide to Successful Tax Research – Live Webinar May 23, 2024
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.

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.



  • Using ChatGPT to enhance your tax practice.
    • Client memos.
    • Planning ideas.
    • Platform hopping.
    • Add-on software.
  • Compensating for ChatGPT’s shortcomings.
  • Mistaken information and citations.



  • Discover how to perform effective tax research in ChatGPT.
  • Learn how to “platform hop” to increase research confidence.
  • Learn how ChatGPT can take complicated documents and explain them in plain language.



You will require an Internet connection and a phone/voice connection at the same time. Most attendees use their computer for the audio. Participants are able to submit questions and comments during the session via a Q&A text panel. Terms, conditions, pricing and services subject to change.



This webinar will be of most interest to tax professionals



Wolters Kluwer professional development programs are designed to meet the continuing education requirements of a variety of professional associations. These requirements do vary by association and region. Please consult your provincial association to ensure this webinar meets the continuing professional development standards for your specific situation.

Registrations for each Live Webinar are available until the start of each program. We reserve the right to substitute speakers in the case of instructor illness. In the event that we must cancel a Live Webinar, all registrants will be notified immediately and given the opportunity to either transfer their registration to another Live Webinar or obtain a refund. For all Live Webinars that are recorded, participants will have access to the recording for 12 months following the Live Webinar. Partial credit will not be awarded for attendees that are not present for the entirety of the Live Webinar. Credit will not be awarded if an attendee does not answer all of the polling questions (where applicable). Additional credit will not be awarded due to the instructor presenting over the allotted time.



Due to the costs involved with planning Web sessions, cancellations must be confirmed in writing at least one (1) business day before the beginning of the Web session. If we receive your cancellation notice within the above-mentioned period, you will receive a full refund. No refund will be issued for notices received after the cancellation period.



  • 12 months to review the webinar recording
  • Print version of the presentation slides
  • PD Certificate for 1.5 hours


This webinar is being presented by: Greg White, CPA

Greg White, CPA, taught for 14 years as an adjunct professor for Golden Gate University. He’s admitted to practice before the United States Tax Court. He is a founder and shareholder, in WGN PS in Seattle, WA. He has been named a Top 50 IRS Representation Practitioner in the U.S. by CPA Magazine and has taught for a number of professional organizations. Greg enjoys the technical side of tax, but also likes to have fun in class.