Smarter Tax Services with AI Tools WEBINAR
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 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.
Highlights
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 in your tax services.
Prerequisites
None.
Designed For
Anyone who is involved in tax planning, tax research and tax compliance services.
Objectives
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.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
John Higgins, CPA, CITP, Stragetic Advisor, CPA Crossings LLC
John Higgins, CPA, CITP, is Strategic Technology Advisor, and co-founder of CPA Crossings, LLC, , which since 2001 has specialized in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services. In 2017, John launched the company’s Office 365 Learning Center for CPAs which offers a curriculum of over 50 unique courses covering every aspect of Office 365. John is a nationally recognized speaker on CPA technology, past chair of the Michigan Association of CPAs, former national consulting partner with BDO, LLP, and co-author of 10 Steps to a Digital Practice in the Cloud, published by the AICPA. He was awarded the Top 25 Thought Leader award by the CPA Practice Advisor (2011 – 2017), and the Michigan Association of CPAs Innovative User of Technology award, and is an AICPA Business & Industry CPA Hall of Fame inductee.
Non-Member Price $109.00
Member Price $89.00