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UID:593684imp
DTSTAMP:20260415T232945Z
DTSTART:20270115T140000Z
DTEND:20270115T160000Z
LOCATION: **Online**
SUMMARY: Surgent's Tax and Advisory with Agentic AI
DESCRIPTION: This course examines how agentic AI is revolutionizing tax compliance\, planning\, and advisory services. Participants will explore real-world deployments by leading firms such as EY\, which has developed agents that handle millions of global tax transactions. The course also delves into cross-border compliance issues\, transfer pricing automation\, and emerging advisory models powered by agent-led simulations. Risks related to bias\, unauthorized practice\, and data privacy will be addressed\, with guidance on aligning autonomous operations with professional and regulatory standards. CPAs must understand these advancements to ensure tax compliance\, manage client expectations\, and mitigate professional liability risks when providing agent-assisted advisory services.
CLASS:PUBLIC
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