CS Professional Suite & Onvio

Class Listings

2024 Year-End Update and Productivity Training: AI-Enhanced Tax Research & Planning with Checkpoint Edge

Level: Basic

In this session, we will delve into the advanced features of Checkpoint Edge, specifically focusing on how its AI-driven capabilities can optimize your tax research workflow with CoCounsel. You'll learn how to leverage cutting-edge technology to access the most relevant tax information efficiently, ensuring that your tax research is both thorough and time effective.

Target Audience: Professional Staff

This course is eligible for 1.0 credits of NASBA CPE in the field of study Computer Software and Applications - Non- Technical.

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Course Objectives:

  • Explain how to access Year-End Tax Planning guidance for 2024
  • Describe how to find guidance in Tax Planning & Advisory Guide
  • Demonstrate how to use Advisory Maps
  • Explore AI-enhanced predictive search technology using Intuitive Search
  • Explain how to use Checkpoint Edge with CoCounsel for Federal Tax research

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