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2 NASBA CPE ONLY* NO IRS, NO CTEC

AI can do much more than summarize tax law or draft client communications; it can help tax professionals identify planning opportunities hidden within a client’s financial and tax data. This course explores practical ways to use AI to analyze client situations, generate and evaluate tax strategies, and develop more personalized tax planning recommendations while maintaining professional judgment, privacy, and appropriate oversight.

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*Self-Study recording not available for credit.

NASBA Field of Study: Taxes
Price
$89.00
Language
English
Who can attend
Everyone
Dial-in available? (listen only)
Not available.

Hosted By Tax Practice Pro
  • Tax Practice Pro webinar platform hosts Using AI to Design Unique Tax Plans & Savings Opportunities
    Tax Practice Pro is a nationwide provider of live and webinar based Continuing Education. We help tax professionals grow. Learn more at TaxPracticePro.com
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Featured Presenters
  • Webinar hosting presenter Brad Messner

    Brad Messner

    EA
    Brad is the third-generation owner of M & J Tax Service and an Enrolled Agent with over 25 years of experience in income tax preparation and information security management. In today’s virtual environment, he ensures that every tax engagement is...
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