CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
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Live Webcast

AI Series – Part 1

Individual
Teams

$200.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

4 Credits: Information Technology
Event Date: September 19, 2025 8:00 am PT
Course Level
Basic
Format
Live Webcast

Course Description

This course provides a comprehensive overview of the role of AI in audits, compliance, tax, and accounting. It explores how AI enhances risk identification, automates audit procedures, and detects anomalies in financial data. Additionally, it covers implementation strategies for AI adoption within organizations, including workflow integration and staff training. Ethical and regulatory considerations, such as bias, transparency, data privacy, and compliance with professional standards, are also discussed. Furthermore, the course examines AI’s applications in tax preparation and research, including its use by CPAs and the IRS for enforcement efforts.

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Learning Objectives

Upon completing this course, participants will be able to: Understand AI’s role in audit planning, risk assessment, and compliance monitoring. Identify how AI automates audit procedures and detects anomalies or fraud. Recognize factors for AI adoption, integration steps, and employee training needs. Address challenges and strategies for AI adoption in organizations. Understand AI applications in tax preparation, tax research, and IRS usage. Learn how to write effective ChatGPT prompts for tax research. Recognize ethical, regulatory, privacy, and security concerns in AI-driven accounting. Identify best practices for ethical AI usage in accounting firms.

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Course Specifics

Course ID
LIVE-WEBCAST-429867
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Stephen M. Yoss Headshot
K2 Enterprises (Stephen M. Yoss, Jr., CPA)

Stephen M. Yoss, Jr., CPA, MSIST, is a certified public accountant, the senior technology strategist and principal of Yossio, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. At age 10, Stephen began working with technology; he started his first IT company at just 13, which focused on designing web applications for local businesses. At 15, he began writing original computer code and has been designing and implementing technological solutions continuously since then. Stephen is a graduate …

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