
This 3 part research methodologies follows a careful review of the several requirements of what makes an individual a research literate individual. Each course will require participation. The user should come expected to practice these activities during the course and should have another window open, or a mobile device available.
Part 1:
We will examine how to parse a question and how to create a search string. This will mean a review of Boolean, and building on a search. We will also go over free and paid resources. The program will examine the pros and cons of researching using AI and introduce the concepts of prompt engineering.
*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T-00851-25
CTEC Course #: 6248-CE-00214

Ellie views her role as an Enrolled Agent much like Ariadne in the labyrinth—an advocate guiding clients through the complexities of the tax world with clarity and consistency. She holds a Master of Library Science and a Master’s in English, and she teaches for various tax organizations while contributing to trade magazines, journals, and tax compendiums. In her spare time, Ellie writes fiction, both short and long form, that has been published. Her professional focus includes individuals, small businesses, and tax representation, helping clients navigate tax challenges with expertise and care.
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View courses we offer for FREE. Please note some courses may or may not qualify for IRS CE credit. Please view webinar description for more information.
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Empower yourself with vital tools and knowledge to make the upcoming tax season a breeze. This comprehensive webinar series offers education covering key subjects like engagement letters, cyber security, effective client interviews, how to review tax returns and of course the latest on BOI reporting! Master the art of modernizing your tax practice through automation and the use of AI.