Transforming Tax with AI: How AI Can Help Tax Professionals with Their Workflows (Completed)
Registration closed on October 10, 2024 at 12:00am Pacific Time
Date: Thursday, October 10, 2024
Instructor: Wolters Kluwer Sales
| Begin Time: |
11:00am Pacific Time
12:00pm Mountain Time
1:00pm Central Time
2:00pm Eastern Time |
| CPE Credit: |
1 hour for CPAs |
|
This course explores how artificial intelligence (AI) is transforming the field of tax. It is designed for tax professionals who are interested in leveraging AI to enhance their workflows. Participants will learn about various AI applications that can automate routine tasks, improve accuracy and efficiency in tax preparation and compliance, and assist in real-time data analysis and decision-making. The course will also cover strategies for integrating AI solutions into existing tax practices to boost productivity and client service.
Who Should Attend
This course is ideal for tax professionals, including CPAs, tax advisors, tax preparers, tax managers, and anyone involved in tax preparation, compliance, and planning who is interested in leveraging AI to enhance their workflows.
Topics Covered
- The Role of AI in Modernizing Tax Workflows
- Automating Routine Tax Tasks with AI: Data Entry, Calculations, and Reporting
- Improving Accuracy and Efficiency in Tax Preparation and Compliance with AI
- Real-Time Tax Data Analysis and Decision-Making Using AI
- Case Studies: Successful Implementation of AI in Tax Practices
- Best Practices for Integrating AI Solutions into Tax Workflows
- Future Trends: The Evolution of AI in Tax and Its Impact on the Profession
Learning Objectives
- Understand the role of AI in modernizing tax workflows
- Identify AI tools and techniques that can automate routine tax tasks
- Evaluate how AI can improve accuracy and efficiency in tax preparation and compliance
- Learn how AI can assist in real-time tax data analysis and decision-making
- Develop strategies to integrate AI solutions into your tax practice to enhance productivity and client service
Level
Intermediate
Instructional Method
Group: Internet-based
NASBA Field of Study
Information Technology (1 hour)
Program Prerequisites
Basic understanding of AI
Advance Preparation
None
