.png){kind=logo}
Instructor
Instructor
Instructor
Instructor
Transformation insights and challenges See how cutting-edge technologies are reshaping the profession. In this session, you'll hear from a CITP credential holder and an expert from FinTech innovator Plaid, Inc., as they share insights on new finance and accounting digital transformation opportunities in 2025, including: - AI models - Agentic solutions - Robotic process automation - Smart integration - Custom programming (Python, VBA, Apps Script) - Low/no-code applications We'll also explore common transformation challenges and the lessons learned from failed initiatives, such as: - Talent gaps: Why it's critical to have team members who understand both business and technology - Poor ROI and underwhelming results - Moonshot
路 Identify the key tax provisions included in H.R. 1, "One Big Beautiful Bill Act," and understand their potential impact on individuals and businesses.
路 Recognize the AICPA鈥檚 policy positions and advocacy efforts related to the proposed legislation.
路 Recall insights from expert analysis to anticipate how the proposed changes may affect tax planning and compliance strategies.
"One Big Beautiful Bill Act" 路 Breakdown of major tax provisions 路 Implications for individuals and businesses 路 AICPA鈥檚 advocacy efforts and policy insights 路 Guidance on preparing clients for potential changes
None
NOne
CPAs, tax practitioners, CPAs in business and industry, medium firms, small firms, sole proprietors