New
Smarter Tax Services With Artificial Intelligence (AI) Tools
Friday, June 19, 2026
9-10:50 a.m. Central
2 CPE (2 technical)
Course code: 26WM-P009
View pricing
AI tools now play a major role in tax planning, research and compliance. Find out how to automate data collection, organize client information and enhance advisory services using AI-driven platforms. Explore real examples of how AI can streamline workflows and reduce repetitive tasks while improving accuracy. The course also reviews emerging tax technology solutions and demonstrates how generative AI tools can support client communication and tax preparation.
Sign up for the bundle to register for all the webinars in the series at a discount!
Major subjects
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Overview of how AI works.
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Applications of AI in tax research, planning and compliance.
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Opportunities to expand client advisory services.
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Emerging and AI enhanced tax software tools.
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AI enabled 1040 source document collection tools.
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Use cases for ChatGPT and Microsoft Copilot in tax services.
Learning objectives
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Understand the fundamentals of AI technology in tax services.
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Identify ways to incorporate AI into tax research, planning and compliance.
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Identify opportunities to improve advisory services with AI.
Who should take this program?
- Anyone involved in tax planning, tax research and tax compliance services.
Pricing
|
Standard Member Fee |
$109.00
|
 Standard Nonmember Fee |
$139.00
|
MNCPA members save $30.00. Become a member.
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you are a
nonmember.
If you register, you will be charged
$139.00
(Standard Nonmember Fee).
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to receive member fee.
Instructor
John Higgins, CPA, CITP
Location
Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (2.0)
Level
Basic
Format
Group Internet Based
Sponsor
NASBA ID#: 139884
Prerequisites
Prereq.
None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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