Minnesota Association of
Public Accountants

Compare ChatGPT, Claude, Gemini, and Copilot on data safety, training use, and best practices. Learn prompting skills and secure ways to use AI for client work.

3-hour course on IRA strategies: compare account types, Roth conversions, rollovers, reporting, prohibited transactions, tax planning, and Saver’s Credit for clients.

Course on retirement planning: rules for withdrawals, distributions, penalties, and exceptions for IRAs and other retirement accounts for tax professionals.