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AI Leadership in Tax

Daya Naef, JD, ACC, CAIO Attorney and chief AI officer

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

Don’t miss out on rock-solid learning!