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Technology continues to reshape the tax profession, and practitioners are approaching these changes in different ways. In this candid discussion, tax professionals will share their experiences evaluating, adopting or questioning emerging technologies in their firms. Through real-world examples and honest conversation, attendees will gain perspective on the opportunities and practical considerations facing today's tax professionals.

Objectives

Upon completion of this session, you will be able to:

  • Identify common opportunities and challenges associated with technology adoption in a tax practice
  • Differentiate between varying practitioner perspectives on the use of AI and automation in tax services
  • Recognize key considerations when evaluating technology solutions for their firms and clients

CPE

Governing body CPE credits Designation Field of study
IRS 0 AFSP  
IRS 0 EA  
NASBA 1 CPA Information Technology
CTEC 0 CRTP  
CFP Board 0 CFP®  

Details

Duration: 50 minutes
Course level: Overview
Prerequisite: None
Advanced preparation: None
Delivery method: Group Internet-Based

Keep what works. Rethink what slows you down.