2-hour Webinar: Is Use of Artificial Intelligence (ChatGPT) Fit for Tax and Accounting Practices?

Can We Ignore AI or Is It a Must? Must We Jump In or Be Left In the Dust?

Self-Study Course

Includes Video Recording, Handouts, and Exam

Recorded on June 8, 2023 
2 hours, 2 CPE (NASBA), 0 IRS CE

Program Description:

Generative artificial intelligence (GAI) chatbot ChatGPT has taken the country by storm. ChatGPT reached 1 million (1M) users within only 5 days of its release. What is ChatGPT? It is a computer program designed to generate answers to questions posed in human-like, conversational responses.

ChatGPT is being utilized by young and old alike in federal tax practice as we speak. But, is it ready for prime time? ChatGPT has its strengths, but also notable weaknesses. Blink your eyes and it will change (and likely get a lot better very quickly). If tax practitioners do not jump on the GAI train now, they’re likely to get left at the station.

How many of the following questions can you confidently answer?

  1. Is the use of general AI (ChatGPT in particular) helpful in tax practice?
  2. If helpful, in what contexts may it best be used?
  3. How can ChatGPT save you time?
  4. Can ChatGPT make you money? We’ll show you exactly how your firm can profit from ChatGPT.
  5. How do you price a service when you use ChatGPT?
  6. What SKILL SETS capably aid you in your approach utilizing ChatGPT?
  7. What are the practical limitations on its use? Can it be harmful?
  8. Does ChatGPT hallucinate?
  9. What are the legal, accounting and tax ethics rules applicable to the use of ChatGPT?
  10. What must you know and do to prevent ChatGPT from getting you into trouble?

This course answers the above questions through a series of case study ChatGPT searches and second effort.


–       To learn the strengths and candid weaknesses of currently commercially available generative AI (GAI) such as ChatGPT

–       To learn skill sets as to how to successfully utilize ChatGPT

–       To learn the legal, accounting and tax ethics rules applicable to the use of ChatGPT


Presenter 1: Bradley Burnett

Bradley Burnett, J.D., LL.M., is a practicing Colorado tax attorney with 33 years of tax practice experience.  His practice emphasis is on tax planning and tax controversy resolution.  He also prepares a handful of tax returns.

Mr. Burnett has delivered more than 3,000 presentations on U.S. tax law throughout all fifty U.S. states, Washington, D.C., the Bahamas, Italy, Greece, Turkey, and Canada. He has authored texts of 35 CPE courses.  He has appeared on television answering tax questions for call-in viewers of Denver NBC affiliate KUSA Channel 9.  Brad received the Illinois Society of CPAs Instructor Excellence Award for teaching in Chicago and five times has been the top-rated, most requested instructor for CPA Society annual tax conferences.

Burnett’s seminar style is to deliver the subject matter in briskly paced, enthusiastic and witty fashion.  His forte’ is the candid communication of practical ideas relating to tax law.

Presenter 2: Sandi Leyva, CPA

Sandi Leyva, CPA, is the founder and owner of Leyva Learning LLC.  She has authored 30 books, hundreds of CPE courses, and over 1,000 articles for clients such as Microsoft, Intuit, and the American Institute for CPAs. More than 100,000 people have read her books and articles, used her training and coaching tools, or heard her speak at conferences. Prior to starting her business in 1993, Sandi served time in two Fortune 500 companies.

Sandi was named one of the Top 25 Thought Leaders for 2021 and one of the Most Powerful Women in Accounting by CPA Practice Advisor. She won a 2013 Stevie Award for “Maverick of the Year.” She earned an MBA, holds a CPA in Texas and California, and earned an MS in neuroscience. She is one of a handful of women in the world who has copiloted a tiny six-seat, single-engine airplane over the oceans and around the world.

RickHost: Rick Telberg


  • Founder and CEO CPA Trendlines, Bay Street Group
  • Accounting Today Top 100
  • CPA Practice Advisor Top 25

Host: Sandi Leyva


  • Owner of Leyva Learning, LLC
  • CPA Practice Advisor Top 25
  • Most Powerful Women in Accounting

CPE Details

Prerequisites: None

Advanced Preparation: None

Program Level: Update

Delivery Method: QAS Self-Study

Field of Study: Tax (1), Information Technology (1)

CPE Hours: 2

There is no IRS CE for this course. 


Leyva Learning, LLC, is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org. Our NASBA sponsor number is 112525.

Seating is limited, so register now.  This webinar is packed with high quality content and will fill up fast!

Self-Study Course

Includes Video Recording, Handouts, and Exam

Recorded on June 8, 2023 
2 hours, 2 CPE (NASBA), 0 IRS CE