AI Leadership in Tax
Daya Naef, JD, ACC, CAIO
Attorney and chief AI officer
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Overview
Learn how AI can streamline tax research, uncover planning opportunities and enhance compliance, all while upholding ethical standards and transparency in your tax practice.
Objectives
Upon completion of this session, you will be able to:
- Identify AI tools to enhance tax research efficiency
- Recognize tax planning opportunities using AI insights
- Apply AI solutions while maintaining compliance and ethical standards
- Evaluate AI's impact on accuracy and risk management in tax workflows
CPE
| Governing body | CPE credits | Designation | Field of study |
|---|---|---|---|
| IRS | 1 | AFSP | Federal Tax Law Topic |
| IRS | 1 | EA | Federal Tax Law Topic |
| NASBA | 1 | CPA | Taxes |
| CTEC | 1 | CRTP | Federal Tax Law Topic |
| CFP Board | 1 | CFP® | N/A |
Details
Duration: 50 minutes
Course level: Overview
Prerequisite: N/A
Advanced preparation: None
Delivery method: Group Live