Smarter Tax Services with Artificial Intelligence (AI) Tools

Overview

There has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your tax planning, research and compliance services. You will learn how to leverage AI to automate the collection and organization of client data, the engagement management process, tax research and enhance client advisory services with AI tools.

Highlights

The specific topics that will be covered 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 of 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

Prerequisites

None

Designed For

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

Objectives

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

Preparation

None

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

John Higgins, Strategic Technology Advisor, Higgins Advisory, LLC

Leader Bios

John Higgins, Strategic Technology Advisor, Higgins Advisory, LLC

John Higgins is a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPE programs for thousands of CPAs over the past 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPE programs. He has presented “live” web CPE events for groups as large as 600+ participants, as well as many small groups. John assisted the Michigan Association of CPAs as an adviser in the development of their web based CPE model. John’s primary qualification is his passion for helping CPAs achieve greater success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country. John resides in Rochester, Michigan with his wife Karen and their two children. Qualifications and Experience: •Actively involved in working with local, regional and national CPA firms over the past 25 years. •Facilitated hundreds of planning sessions and retreats to develop strategic plans, technology plans, paperless work flow design, innovative client services and more. •Nationally recognized speaker and author on technology issues impacting the CPA profession. •Monthly host of Document Management to Go (DMS2Go) pod cast sponsored by CPA Technology magazine. •Former national consulting partner with a top 10 CPA firm. •Former CEO of technology training & consulting firm. •Member of the AICPA Business & Industry Hall of Fame. •Past Chair of the Michigan Association of CPAs. •Past member of the AICPA Council and CPE Advisory Committee. •MACPA Innovative User of Technology award.

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