Don Farmer's Tax Practice of the Future: Using AI to Gain Efficiency, Improve Results & Transform Compliance

Overview

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Artificial intelligence (AI) is rapidly changing the way tax professionals work, creating new opportunities to increase efficiency, enhance the quality of client service, and expand advisory capabilities. This course explores the practical application of AI technologies within the tax function, including workflow automation, tax research, data analysis, document review, client communications and compliance processes.

Participants will learn how AI-enabled tools can streamline routine tasks, reduce manual effort, and improve the accuracy and consistency of tax deliverables. The course also examines how firms and finance departments can leverage AI-generated insights to move beyond compliance-focused engagements and deliver higher-value strategic advisory services. In addition, attendees will discuss governance, risk management, ethical considerations, data security and professional responsibilities associated with the use of AI in tax practice.

Through real-world examples and practical use cases, participants will gain a framework for evaluating, implementing and governing AI solutions while positioning themselves and their organizations for the future of tax and finance.

Speaker Bios:

Jason Dinesen, Dinesen Media Ventures, LLC

Jason Dinesen, EA is a tax practitioner and long-time presenter of continuing education courses. Jason’s experience includes extensive tax preparation background in individual income taxes, and tax situations for small businesses in Dinesen Tax & Accounting, P.C., and now Dinesen Tax Advisory, LLC. Jason is an Iowa native and was president of the Iowa Society of Enrolled Agents from 2011–2017. He currently teaches on dozens of tax topics and also teaches Special Enrollment Exam (aka “the Enrolled Agent exam”) review, as well as review courses for AFTR and California CTEC. He has also been an adjunct instructor at Simpson College in Indianola, Iowa, where, through 2022, he taught individual income tax and intro to business analytics.

Highlights

Overview of artificial intelligence and its evolving role in tax and finance.
Current AI tools and technologies applicable to tax practice.
Automating tax research, compliance and workflow processes.
Using AI to improve data analysis, document review and reporting accuracy.
Enhancing client communications and service delivery through AI-enabled solutions.
Identifying opportunities to transform compliance activities into advisory services.
AI-driven insights for strategic tax planning and decision-making.
Risk management, governance and controls for AI implementation.
Ethical considerations and professional responsibilities when using AI.
Data privacy, security and regulatory considerations.
Best practices for evaluating, adopting and integrating AI within tax functions.
Future trends and emerging opportunities in AI-powered tax practic

Prerequisites

None

Designed For

CPAs, tax and finance professionals by providing actionable insights and practical tools to harness AI’s transformative potential while preparing for the evolving role of the modern tax advisor.

Objectives

Upon completion of this course, participants will be able to:

Identify current and emerging AI technologies relevant to tax and finance professionals.
Recognize opportunities to improve efficiency and accuracy across tax compliance, research, and reporting activities through AI-enabled tools.
Evaluate how AI can support the transition from traditional compliance services to higher-value advisory engagements.
Assess risks, ethical considerations and governance requirements related to the use of AI in professional practice.
Develop practical strategies for incorporating AI into tax workflows while maintaining professional standards and regulatory compliance.