Smarter Tax Services with (AI) Tools (2 hours - morning) - Webcast
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
- 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
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.
This event is part of the following bundles:
AI for CPAs Series - Fall/Winter Bundle - NEW!
Multiple Events Between -
Up to 8.0 Credits
Member Price: $300
After purchasing this bundle, you will automatically be registered for the sessions included in the series (up to 8 hours CPE credit total). See dates/topics included in the series below. Artificial intelligence (AI) is no longer a future concept - it’s already reshaping the accounting profession. From automating routine tasks to enhancing data analysis, AI is changing how CPAs work and the value they deliver. New tools, evolving regulations and emerging risks mean today’s knowledge can quickly become outdated. AI isn’t replacing CPAs, but CPAs who understand AI will lead the way forward. Staying informed isn’t optional, it’s essential.This NEW Fall/Winter AI Series delivers four, expert-led sessions designed to help you confidently navigate today’s rapidly evolving AI landscape. Each session is offered in a convenient, flexible virtual format - making it easy to join from anywhere, gain actionable insights and walk away with knowledge to immediately apply. 10/16/26 - The AI Revolution in 2026: What CPAs Should Know (2 hours - morning) - Webcast 10/23/26 - AI 101 for CPAs: Core Concepts and Practical Applications (2 hours - morning) - Webcast 12/18/26 - Agentic AI for CPAs: Automate Workflows with Intelligence (2 hours - late morning) - Webcast 12/30/26 - Smarter Tax Services with (AI) Tools (2 hours - morning) - Webcast Each course in the series is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the AI for CPAs Series - Fall/Winter Bundle and save up to $80!
Leader(s):
Leader Bios
John Higgins, Higgins Advisory LLC
Meet John Higgins, CPA.CITP, the visionary founder of Higgins Advisory, LLC, specializing in guiding accounting, finance and tax professionals through digital transformation. By blending strategic advice, education, and coaching, John empowers these professionals to master today's rapidly evolving digital landscape. He began his career with a local CPA firm, then founded and sold two successful technology advisory startups, and served as a national technology practice partner at a top ten firm. Today, John is dedicated to helping professional firms navigate the disruptive application of artificial intelligence technologies. He has been recognized as a Top 25 Thought Leader by the CPA Practice Advisor magazine for the past 15 years.
(3/4/2026)
Non-Member Price $130.00
Member Price $95.00