AI in Tax Practice: Choosing and Testing Tax Research Tools

$59.00

This course will provide an overview of:

Three categories of AI tools used in tax research: general-purpose LLMs, search-augmented LLMs (also called retrieval-augmented generation or RAG), and tax-specific platforms
A six-tool comparison using the same OBBBA research prompt, with topic-by-topic analysis of SALT, standard deduction, CTC, and QBI results
The consensus trap: why agreement across multiple AI tools does not constitute independent verification
Knowledge cutoff failures: how a tool can cite real authority, apply the correct framework, and still reach the wrong conclusion based on superseded law
Building a multi-tool research workflow that matches tool category to research task

Field of Study:

Taxes

Credit(s):

NASBA: 2.0

Course ID:

NASBA: 46059/53502

Instructor(s):

Rachel Farris

Course Format:

On Demand

Prerequisites:

Qualifies For:

IRS, CFP

Advanced Preparation:

Knowledge Level:

Basic

Publication Date:

07/31/2026

Planned Expiration:

07/31/2027

Provider:

Becker Professional Education

IRS Approved Program

CFP Board Approved Program

Learning objectives

Distinguish between general-purpose AI tools, search-augmented AI tools, and tax-specific platforms based on their sourcing, citation, and computation capabilities
Evaluate AI tool output across multiple tools on the same tax research question to identify patterns of agreement, divergence, and failure
Recognize the consensus trap — when multiple AI tools converge on the same incorrect answer due to shared computational shortcuts
Identify knowledge cutoff failures in which an AI tool applies superseded law without flagging the change
Determine when a single-tool result requires cross-checking against a second tool or a primary source

A Becker Professional Education 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

Becker Professional Education Sponsor I.D. Numbers NASBA: 107294, New York: 002087, New Jersey: 20CE00226700, Texas: 009580, Ohio: CPE.186, Illinois 158.002405, Pennsylvania: PX177823