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Navigating AI in Tax Practice: Techniques and Precautions

Join cybersecurity and tax expert Brad Messner, EA, as he demystifies the concept of AI and its practical application in tax practice. In this exclusive webinar, you'll gain hands-on knowledge on the secure and effective implementation of AI, along with the essential precautions to ensure your practice stays compliant. Don't miss this opportunity to update your skills, enhance your practice's efficiency, and stay competitive in an increasingly AI-driven profession. In this webinar, you'll learn: ✅ Identify regulations relevant for the use of AI in your tax practice, especially regarding personally identifiable information (PII). ✅ Develop strategies to manage potential risks associated with the use of AI in your tax practice. ✅ Formulate a potential use case for a secure, effective AI application in your tax practice. ⬇️ Reserve your spot today ⬇️ 🔔 Earn NASBA-approved CPE and IRS-approved CE at https://www.earmark.app/c/1680 About the instructors: Jeremy Wells, EA, CPA: Jeremy is the COO of Steadfast Bookkeeping. He has taught at the Florida Chapter of the NATP and the Idaho Association of Tax Consultants. He is currently scheduled to teach at the New Hampshire/Maine Chapter of the NATP in October. His published writing has appeared in NATP's TAXPRO Journal and NAEA's EA Journal, where he sits on the editorial board. He also writes on taxes and running a tax firm at JWellsTax. http://linkedin.com/in/jwellstax Brad Messner, EA: Brad is a tech enthusiast with a passion for innovation. From high school to his own global software company, he's improved systems in travel and beyond. His journey spans system administration, custom development, and data analysis. Now, he's found his calling in education, sharing his expertise with future innovators. http://linkedin.com/in/bradmessner Learn more about Jeremy Wells: https://www.jwellscfo.com/
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