
This 100 minute course will cover levels of authority in tax research, how to effectively search online with search engines like Google, as well as paid services such as Checkpoint. The attendee will walk away with an understanding of how to identify their needs, search, and evaluate tax resources. They will also receive a list of resources to review and/or subscribe. It will also discuss new AI models, what a language learning model is, and how AIs such as ChatGPT can be useful in research but how to evaluate as well.
*Self-Study recording not available for NASBA CPE credit.

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.