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Bringing Artificial Intelligence to Your Organization
Filed of Study:
Information Technology
Publisher:
Wolters Kluwer
Course Level:
Basic
Pre-Requisites:
None
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95026
2
The conversation around Artificial Intelligence has evolved past simple chatbots and creative prompts into a sophisticated era of deep business integration. In this refreshed look at the AI landscape, we move beyond the “generative” hype to explore the full technical spectrum—including machine learning, neural networks, and pattern matching—that is quietly redefining the accounting profession. For leadership at small and medium-sized firms, the opportunity is no longer just about saving minutes on an email; it is about understanding how concepts like Retrieval-Augmented Generation (RAG) and Model Context Protocols (MCP) can transform a firm’s collective knowledge into a strategic powerhouse.
Participants will gain a high-level perspective on how these systems function, stripping away the mystery of neural networks to reveal practical business possibilities. We will bridge the gap between high-level theory and day-to-day reality, showing how integrated AI workflows can handle complex data matching and technical research with professional-grade precision. By addressing critical concerns like internal security boundaries and the reality of hallucinations, this course empowers managers to lead their firms into an AI-augmented future where technology is a deeply integrated, reliable partner in professional excellence.
Publication Date: June 2026
Designed For
Leadership and managers at small-to-medium firms seeking to integrate AI meaningfully.
Topics Covered
- The AI Landscape: Understanding Machine Learning, Neural Networks, and More
- Beyond the Chatbot: Deep Business Integration and Real-World Value
- The Power of Context: How RAG and Integrated Models Change Workflows
- Leading with Confidence: Managing Security, Hallucinations, and Strategic Implementation
- Real-world Transformations: From 6-Hour Days to 10-Hour Output
Learning Objectives
- Differentiate between the various branches of artificial intelligence and their specific business applications
- Compare generative AI capabilities with classic machine learning and pattern-matching technologies
- Recognize how integrated data models and context protocols provide professional-grade business value
- Identify the impact of artificial intelligence risks including data security and model hallucinations
- Identify the essential components and strategic stages of an effective firm-wide AI roadmap
- Explain the fundamental mechanics of AI, including machine learning models, neural networks, and how large language models process and generate information
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Information Technology (2 hours)
Program Prerequisites
None
Advance Preparation
None
Instructor
Stephen M. Yoss
This course and final exam must be completed no later than midnight December 31, 2026 in order to receive credit from the IRS. The final exam includes 100 questions and you have 3 hours to complete the final exam. You have 2 attempts to complete the final exam with a passing score of 70% or better. No copy of the final exam can be provided.
NOTE:
• Non-exempt Preparers: must complete the AFTR course and test to earn CE credit.
• Exempt Preparers (excluding Enrolled Agents): can earn 6 hours of CE credit, with 3 hours applied to the federal tax update and 3 hours to federal tax law.
• Enrolled Agents: cannot earn CE credit from the AFTR course.
Frequently Asked Questions
What is the 2026 Annual Federal Tax Refresher (AFTR) course?
The 2026 Annual Federal Tax Refresher (AFTR) course is a self-study tax education program designed to help tax return preparers meet the requirements of the IRS Annual Filing Season Program (AFSP). The course covers new tax law updates, annual inflation adjustments, federal tax return preparation topics, ethics, and professional responsibility requirements.
Who should take the AFTR course?
The AFTR course is designed for tax return preparers who want to participate in the IRS Annual Filing Season Program and stay current on federal tax law changes affecting the upcoming filing season. The course may also be valuable for tax professionals seeking a comprehensive review of individual income tax rules and filing requirements.
Does this course satisfy IRS Annual Filing Season Program (AFSP) requirements?
Yes. The Annual Federal Tax Refresher (AFTR) course is designed to meet the requirements of the IRS Annual Filing Season Program (AFSP). Participants who successfully complete the course and final examination can use it toward applicable IRS requirements.
How many continuing education hours does the AFTR course provide?
The course provides 6 hours of continuing education covering federal tax updates, tax law topics, and professional responsibility content.
What topics are covered in the 2026 AFTR course?
The course covers:
• New tax law and recent legislative updates
• Annual inflation-adjusted tax provisions
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