Smarter Tax Services with Artificial Intelligence (AI) Tools
Overview
*** Save 15% when you bundle 3 or more AI & Emerging Technology Series courses using the code AIBUNDLE at checkout. A list of qualifying courses can be found HERE***
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 tools.Highlights
The specific topics that will be covered 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 of 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
Prerequisites
None
Designed For
Anyone who is involved in tax planning, tax research and tax compliance services
Objectives
• Understand 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
Leader(s):
Leader Bios
John Higgins, Strategic Technology Advisor, CPA Crossings, LLC
John H. Higgins, CPA.CITP
Strategic Technology Advisor
Higgins Advisory, LLC
Rochester, Michigan
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 that leverages the power of emerging technologies such as artificial intelligence, blockchain
technology, data analytics, workflow automation and more.
John is a seasoned entrepreneur with experience as the founder of two separate accounting technology advisory firms that were acquired by larger organizations. In addition, he has experience with a local CPA firm and as a technology advisory practice leader partner in a national CPA firm.
John shares his expertise as a nationally recognized thought leader, strategic advisor, and speaker on accounting technology through coaching and speaking engagements. His primary contribution is his passion for helping the profession move forward through the understanding and adoption of emerging technologies
Non-Member Price $110.00
Member Price $85.00