Instructor
Jacqueline Bennett
Instructor
This session provides an overview of the ethical, regulatory, and professional considerations for using Generative AI in federal tax practice, including key applications, risks, and practitioner responsibilities. It covers relevant state, federal, and international regulations, guidance from professional organizations, judicial perspectives, and the requirements of Circular 230. The session also highlights best practices for responsible AI adoption, with an emphasis on risk mitigation, transparency, accountability, and compliance.
Basic tax knowledge.
Those involved with the IRS Office of Professional Responsibility (OPR).