Webinar

AI in Tax Preparation: A Practical Guide (Sponsored Webinar)

If you have questions about this event, please call us at 952-831-2707.

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Free for MNCPA members!
AI has crossed the line from chat-based novelty to agents that do real tax-prep work. Learn what AI is, what it can do across today's tax workflow, and how to adopt it safely in a practical, vendor-neutral session. Identify where AI already pulls weight, including document handling and K-1 extraction, workpaper preparation, tie-outs, and research, all source-linked with the reviewer in control. Understand IRC Section 7216 in plain English and ask the key questions every vendor should answer before you send a client file.

This webinar is sponsored by Byron.

Major subjects

• The state of the profession: the CPA talent shortage and rising document and K-1 volume.
• How AI agents work, and how they differ from earlier rules-based and chat-based tools.
• Where AI adds value in tax-prep workflows today: document handling and extraction, workpaper preparation, tie-outs and exception review, and research with citations.
• IRC Section 7216, data security, and a framework for evaluating AI vendors safely.

Learning objectives

• Explain what AI agents are and how they differ from earlier AI tools.
• Identify where AI can save time in their own tax-prep workflow.
• Apply a practical framework to evaluate AI vendors on security and data handling.
• Describe IRC Section 7216 considerations when using third-party AI in return preparation.

Who should take this program?

• Partners managing partners and managers at a CPA firm, tax focused.

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.