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Webcast

Tax AI

1 Credits: Computer Software & Applications

$49.00

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Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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Tax AI

Format
Webcast
Course Level
Basic
CPE Credits

1 Credits: Computer Software & Applications

Course Description

The course was filmed live at the 2023 New Money Summit.

As the modern finance world rapidly evolves with digital technologies, it’s essential for tax professionals to become proficient in harnessing AI to streamline tax operations and decision-making processes. Artificial Intelligence in accounting practices can increase efficiency, reduce overhead, streamline client relations, and aid in day-to-day technical tasks.

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Learning Objectives

Upon completion of this course, participants will be able to:

  • Understand what GenAI is and is not
  • Understand the different players in the GenAI space
  • Understand what GenAI means for the tax profession
  • Understand how to properly prompt GenAI to do tasks for you
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Course Specifics

Course ID
WC1823360143
Revision Date
January 22, 2024
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

Ashley Francis, CPA

Ashley Francis is a CPA with 23 years of experience. She specializes in helping ultra-high net worth clients, professional fiduciaries, and trust and estate attorneys with complex tax and estate compliance and planning. She has been involved in trust and estate disputes and seen where things can go sideways. She also started exploring and sharing her experiences with ChatGPT in December, 2022. Since then, she has created a newsletter for folks interested in ChatGPT, Microsoft 365 applications, and automation, with the goal of making these technologies feel friendly and accessible. She has also created an online course that shares tiny daily …

Orumé Hays, CPA, CGMA, MST

Orumé Hays, CPA, CGMA, MST, is the Founder and CEO of HAYS CPA LLC, a boutique client advisory and accounting services firm focusing on outsourced CFO services. She was named one of the 25 Most Powerful Women in Accounting for 2022 and 2023 by the AICPA and CPA Practice Advisor. Ignition also recognized her as a 2023 Top 50 Women in Accounting. Hays is an NYSSCPA statewide Director at Large, a past member of the Executive Committee, a past chair of NYSSCPA’s Small Firms Practice Management Committee, and a past President of the New York State Society of CPAs (NYSSCPA) Manhattan/Bronx …

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