Smarter Tax Services with Artificial Intelligence (AI) Tools
Online
2.00 Credits
Member Price $89.00
Non-Member Price $124.00
Overview
There has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your tax planning, research and compliance services. You will learn how to leverage AI to automate the collection and organization of client data, the engagement management process, tax research, and enhance client advisory services with AI too
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Objectives
After attending this presentation, you will be able to...
- Identify the fundamentals of AI technology and its practical applications in tax services
- Recognize specific ways to leverage AI technology in your tax services.
- Identify specific AI tools that can be leveraged to automate and enhance tax planning, research, and compliance services.
- Recognize how to utilize AI-powered tools such as ChatGPT and Microsoft 365 Copilot to enhance tax preparation services and client communication.
Highlights
The major topics that will be covered in this course include:
- Overview of AI technology and how it works
- Identify where AI can be incorporated into tax research, planning, and compliance services
- Discover new opportunities to enhance your client advisory tax services with AI tools
- Review the market of emerging and AI enhanced tax software tools
- Learn about the newest generation of AI enable 1040 source document collection and organizer applications
- Review specific use cases for generative AI tools (e.g. ChatGPT, Microsoft Copilot) in your tax services
Designed For
Anyone who is involved in tax planning, tax research and tax compliance services
Prerequisites
None
Preparation
None
Notice
You will receive an email from CPA Crossings via Webex with instructions to access the webinar.
Leader(s):
Leader Bios
John Higgins, Higgins Advisory, LLC
John is the founder and CEO of Higgins Advisory, LLC, established with the mission of helping CPAs, CFOs and other financial professionals to successfully guide their firms and business organizations through a successful digital transformation. John believes that the key to success today, and in the future, lies in leveraging the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more.
John is a seasoned entrepreneur with experience, founding two separate accounting technology advisory firms that were acquired by larger organizations. In addition, he has experience with a local CPA firm as well as a technology advisory practice leader partner in a national CPA firm.
As a nationally recognized thought leader, John shares his expertise as a strategic advisor and speaker on accounting technology through coaching and speaking engagements. His primary contribution to the CPA profession is his passion for helping the profession move forward through the understanding and adoption of emerging technologies.
Non-Member Price $124.00
Member Price $89.00