April 22, 2027


Webinar


2 CPE Credits

Webinar (CPA Crossings): Smarter Tax Services with Artificial Intelligence (AI) Tools πŸ—“οΈ

April 22, 2027
Webinar
2 CPE Credits

Webinar (CPA Crossings): Smarter Tax Services with Artificial Intelligence (AI) Tools πŸ—“οΈ

  • View Bio

    Instructor

    John
    Higgins

    View Bio

Learning Objectives

After attending this presentation, you will be able to...

  • Identify the fundamentals of AI technology and its practical applications in tax services
  • Recognize specific ways to leverage AI technology in your taxΒ  services.
  • Identify specific AI tools that can be leveraged to automate and enhanceΒ  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.

Major Topics

The major topics that will be covered in this course 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 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
Β 

CPE Credits Available

2 CPE Credits
2
Information Technology

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Artificial Intelligence (AI)
  • Tax
  • Technology

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Anyone who is involved in tax planning, tax research and tax compliance services

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 89 89
    Join
  • COCPA Non-Member

    $ 116 116
    Your Price

Please login to register.