Trust Me, But Verify: Build an AI Notebook for Trust Instrument Review

2 IRS CE/CTEC/NASBA CPE*

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 available for NASBA CPE credit.

NASBA Field of Study: Information Technologies

IRS Program #: 7Q3WU-T-
CTEC Course #: 6248-CE-