CPA Trendlines Academy
CPA Trendlines Academy is a professional education partnership between CPA Trendlines.com (content provider) and The CPA Trendlines Academy (the hosting platform ). The CPA Trendlines Academy is managed and published by Tom Kothman, senior business development advisor to CPA Trendlines. The cooperative effort provides an active extension of The CPA Trendlines Streaming Network, its contributors, authors, podcasters and industry influentials. Our goal is to provide the highest quality CPE to the tax, accounting and financial community. In addition, through the cutting-edge actionable content provided daily through the streaming network, we aim to offer insight and transformative direction to the heart of the professional market.
November 24
2025
Live
Monday, November 24
11:00 am – 1:00 pm Eastern
CPE Hours 2
$99.00
Generative artificial intelligence (GAI) chatbot ChatGPT and its competitors have taken the country by storm. What is Generative AI? It is a computer program designed to generate answers to questions posed in human-like, conversational responses.
Generative AI (ChatGPT, Claude, Grok and competitors) is being utilized by young and old alike in federal tax practice as we speak. But, is it ready for prime time? Generative AI has its strengths, but also currently has 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 generative AI (GAI) helpful in tax practice?
2. If helpful, in what contexts may it best be used?
3. How can GAI save you time and make you money?
4. What SKILL SETS capably aid you in your approach utilizing GAI?
5. What are the practical limitations on its use? Can it be harmful?
6. Does ChatGPT hallucinate?
7. What are the legal, accounting and tax ethics rules applicable to the use of GAI?
8. What must you know and do to prevent GAI from getting you into trouble?
This course answers the above questions through a series of case study GAI searches and second effort. Objectives:
- To learn the rapidly improving strengths and candid weaknesses of currently commercially available generative AI (GAI) such as ChatGPT
- To learn the growing utility of inside-the-paywall AI such as BlueJay, BNA, CCH, RIA, etc.
- To learn skill sets as to how to successfully utilize AI in tax research
- To learn the legal, accounting and tax ethics rules applicable to the use of AI in tax research
Instructional delivery method: Group Internet Based
Designed for: Tax professionals, tax planners and other accounting professionals desiring understand the use of AI in Tax Practice
Level: Basic
Prerequisites: None
Advanced preparation: None
Field: Taxation
Credits: 2
Instructor National Registry Sponsor Number 146823
IRS CE Course #: IVYPC-T-00003-25-0
December 8
Live
Monday, December 8
9:30 am - 12:30 pm Eastern
3 hrs CPE
$149.00
Join Bradley Burnett, J.D., LL.M., to review up-to-the-day changes in federal tax law applicable to individuals. The course, delivered in Mr. Burnett’s humorous and engaging style, is designed to meet the needs of the tax planner and return preparer by identifying and responsibly exploring recent important tax developments impacting on the upcoming filing season.
Designed for:
Learning Objectives
Major provisions of recently enacted (and newly effective) federal tax legislation
Recent important court cases, regulations, rulings and related developments affecting individuals, investment, real estate, estates and trusts
Income, employment and estate and gift taxes
IRS activity impact on planners and preparers
Instructional Method Group: Internet-based
NASBA Field of Study: Taxes (3 hours)
Level: Update
Advance Preparation:None
Program Prerequisites
Instructor National Registry Sponsor Number 146823
IRS CE Coourse #: IVYPC-U-00001-25-0
December 11
2025
Live
Thursday, December 11
1200 pm - 3:00 pm Eastern
3 hrs CPE
$149.00
Join Bradley Burnett, J.D., LL.M., to review up-to-the-day changes in federal tax law applicable to business. The course, delivered in Mr. Burnett’s humorous and engaging style, is designed to meet the needs of the tax planner and return preparer by identifying and responsibly exploring recent important tax developments impacting on the upcoming filing season.
Designed for:
Learning Objectives
-Major provisions of recently enacted (and newly effective) federal tax legislation
-Recent important court cases, regulations, rulings and related developments affecting individuals, businesses, C and S corporations, partnerships, businesses and estates and trusts
-Income, employment and estate and gift taxes
-IRS activity impact on planners and preparers
Instructional Method Group: Internet-based
NASBA Field of Study: Taxes (3 hours)
Level: Update
Advance Preparation: None
Program Prerequisites: Basic understanding of federal taxation.
Instructor National Registry Sponsor Number 146823
IRS CE Coourse #: IVYPC-U-00002-25-0
December 29
2025
Live
Monday, December 29
11:00 am – 1:00 pm Eastern
CPE Hours 2
$99.00
Generative artificial intelligence (GAI) chatbot ChatGPT and its competitors have taken the country by storm. What is Generative AI? It is a computer program designed to generate answers to questions posed in human-like, conversational responses.
Generative AI (ChatGPT, Claude, Grok and competitors) is being utilized by young and old alike in federal tax practice as we speak. But, is it ready for prime time? Generative AI has its strengths, but also currently has 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 generative AI (GAI) helpful in tax practice?
2. If helpful, in what contexts may it best be used?
3. How can GAI save you time and make you money?
4. What SKILL SETS capably aid you in your approach utilizing GAI?
5. What are the practical limitations on its use? Can it be harmful?
6. Does ChatGPT hallucinate?
7. What are the legal, accounting and tax ethics rules applicable to the use of GAI?
8. What must you know and do to prevent GAI from getting you into trouble?
This course answers the above questions through a series of case study GAI searches and second effort. Objectives:
- To learn the rapidly improving strengths and candid weaknesses of currently commercially available generative AI (GAI) such as ChatGPT
- To learn the growing utility of inside-the-paywall AI such as BlueJay, BNA, CCH, RIA, etc.
- To learn skill sets as to how to successfully utilize AI in tax research
- To learn the legal, accounting and tax ethics rules applicable to the use of AI in tax research
Instructional delivery method: Group Internet Based
Designed for: Tax professionals, tax planners and other accounting professionals desiring understand the use of AI in Tax Practice
Level: Basic
Prerequisites: None
Advanced preparation: None
Field: Taxation
Credits: 2
Instructor National Registry Sponsor Number 146823
IRS CE Course #: IVYPC-T-00003-25-0