TaxationUpcoming Live Session2 CPE Credits Approved

Claude for Tax Pros: Your AI Second Reviewer for 1040, 1120 & 1065 Returns

Tax season packs months of work into a few weeks. Much of that time goes to sorting source documents, reconciling numbers and answering the same client questions again and again.

Wednesday, November 18, 2026
1:00 PM EST - 2:40 PM EST (EST)
Duration: 100 Minutes

Course Overview & Program Description

Tax season packs months of work into a few weeks. Much of that time goes to sorting source documents, reconciling numbers and answering the same client questions again and again. This webinar shows tax practitioners how to use Claude, Anthropic's AI assistant, across the full return cycle for individual (Form 1040), C corporation (Form 1120) and partnership (Form 1065) returns, from intake through workpapers, review and client communication. Live demonstrations built on realistic return scenarios show where AI saves real time and where it still needs a preparer's judgment. You'll leave with a practical framework for using AI safely with confidential taxpayer data.

Target Audience & Qualifications

CPAs, Enrolled Agents (EAs), Tax Attorneys, Controllers, Financial Officers, and Corporate Tax Preparers.

Program Level: Intermediate to Advanced
Prerequisites: Basic knowledge of federal taxation & financial reporting

Cancellation & Guarantee Policy

Full refund available up to 24 hours prior to live event broadcast.

Select Purchase Option

4 Options

Select individual materials or the complete pass below.

Live Webinar Access
$149USD
Recorded WebinarRecording available after live event broadcast
$149USD
Webinar Transcript
$179USD
Complete Package: Live + Recording + Transcript + PDFBest Value
Live webinar stream & Q&AFull HD recorded video replayFull verbatim transcript documentComplete PDF study guide & worksheets
$249USD
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