AI in Tax: What’s All the Fuss?
2 CPE for AFSP, EA, CFP®, CPA, CRTP
AI is one of the hottest (and commonly misused) buzzwords in the industry right now, but what exactly is it? When and how can we use it when preparing taxes and working with clients? We will explain AI in plain language and provide a fresh perspective on how to introduce yourself, your firm and your clients to artificial intelligence – including the first steps to begin your journey.
Objectives
Upon completion of this session, you will be able to:
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Explain artificial intelligence in basic terms to those unfamiliar with the topic
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Understand the impact of the usage of AI in your firm, from marketing to client management and representation
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Understand the security-related impact of using AI and the risks of improper data management
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Design a plan for implementing AI correctly and safely in your firm
CPE information
Duration: 100 minutes
Course level: Basic
Prerequisite: None
Advanced preparation: None
Delivery method: Group Internet-Based