Trust Me, But Verify: Build an AI Notebook for Trust Instrument Review
This program instructs tax professionals how to use a source-grounded AI notebook to review trust instruments for federal tax filing issues.
Participants will identify provisions affecting grantor trust status, fiduciary income tax reporting, Form 1041, gift tax, estate tax, and related federal filing questions, while preserving practitioner judgment and verification.
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*Self-Study recording not eligible for CTEC or NASBA CPE credit.
NASBA Field of Study: Information Technologies
IRS Program #: 7Q3WU-T-00919-26
CTEC Course #: 6248-CE-00297
John Sheeley
,
EA, LTC
John began his tax career in 1987 and passed the IRS Special Enrollment Exam in 1995. A National Tax Practice Institute fellow and SUNY Oswego graduate, he specializes in taxation for non-resident aliens, U.S. citizens living abroad, S corps, legal marijuana businesses, and cryptocurrency.
John is passionate about giving back to the profession. Every year on Giving Tuesday, Tax Practice Pro offers a free ethics webinar, and its weekly Tax Update webinars keep tax professionals informed on the latest developments. These programs combine practical guidance, strategies, and insights to help practitioners work smarter, faster, and with confidence.
Whether you’re just starting your career or expanding an established practice, Tax Practice Pro and John Sheeley, EA provide the education, coaching, and community support tax professionals need to succeed.
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