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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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...