ai-for-tax
3 free lessons tagged ai-for-tax across Business. Each one is a short sequence of focused steps with narration and a five-question quiz at the end — take them in any order, no signup required.
Diligence, Privilege, and the Signature at the Bottom
The professional standards side: Circular 230 diligence and what it demands of a tool user, preparer penalties and where the exposure actually sits, why the tax practitioner privilege is narrower than most people assume, confidentiality of client data, and what remains valuable when research gets fast.
Research, Memos, and Explaining a Position to a Client
The advisory workflows in detail: framing an issue, running research so the model finds authority instead of inventing it, drafting a memo that does the job a memo exists to do, reviewing documents for tax consequences, and turning a technical position into something a client can act on.
Tax Practice, and Why a Model's Answer Is Not Authority
Tax work divides into compliance, advisory, controversy and planning, and AI touches them very differently. This lesson maps the split, then covers the authority hierarchy that governs every tax position, and why the regulation defining substantial authority excludes exactly the kind of output a model produces.