Instructor
Walter Haig
Instructor
After attending this presentation, you will be able to...
Identify how the federal income tax differs from other types of federal taxes
Determine the steps in computing a taxpayer's federal income tax liability
Recognize variations in income recognition.
Recognize deductible expenses between GAAP and IRC affect reported profitability and tax liabilities.
Identify guidance that IRS auditors use when examining tax returns
Distinguish industry-specific nuances for an auditor’s perspective
Identify taxation nuances that are important but difficult for non-tax professionals to understand.
Apply techniques for educating clients regarding taxation.
Recognize specific ways to leverage AI technology in your 1040 tax preparation serves.
Identify specific AI tools that can be leveraged to automate and enhance 1040 tax preparation services.
Implement practical strategies based on a thorough understanding of the complex rules for retirement distributions
Identify and recall key compliance issues
The major topics that will be covered in this course include:
Course 1: Implementing an AI-Enabled Marketing Strategy for Your Firm
CPE: 1
Field of Study: Communications and Marketing
Discussion Leader: Gaynor Meilke
Description: Unlock the power of artificial intelligence to transform your firm's marketing strategy. This course will explore how AI can revolutionize your marketing efforts, helping you to reach your target audience more effectively and boost your firm's growth. In this session, Gaynor Meilke will guide you through the steps to implement an AI-enabled marketing strategy tailored to your firm's needs. Key Takeaways: Understand the fundamental principles of AI and its applications in marketing. Learn how to leverage AI tools and technologies to enhance your marketing campaigns. Discover practical strategies for integrating AI into your firm's marketing workflow. Gain insights into measuring the effectiveness of your AI-driven marketing efforts. Explore real-life case studies and success stories of firms that have successfully implemented AI in their marketing strategies. By the end of this course, you will be equipped with the knowledge and tools to harness the power of AI, streamline your marketing processes, and achieve remarkable results for your firm. Don't miss this opportunity to stay ahead of the competition and lead your firm to new heights with AI-enabled marketing
Course 2: Generative AI in Practice-Boost Efficiency and Profitability
CPE: 2
Field of Study: Information Technology
Discussion Leader: John Higgins (HAL)
Description: Unlock the potential of generative AI to streamline accounting, auditing, tax , and advisory services. This course focuses on practical applications that can save you time and enhance profitability. Learn how to integrate AI tools into your workflows to automate tasks, improve accuracy, and deliver higher-value services.
Course 3: Using AI to Instantly Transform Ideas into Revenue Streams
CPE: 2
Field of Study: Information Technology
Discussion Leader: Garrett Wasny
Description: Learn practical strategies to increase revenue generation using AI-driven ideation methods. This course provides a concise overview of cutting-edge artificial intelligence tools and methodologies that enable professionals to transform innovative ideas into sustainable revenue streams. Through a practical, hands-on approach, participants will explore various AI platforms and workflows that streamline the process of creating digital assets, content, and products. The course emphasizes real-world applications and demonstrates how to leverage AI technology to diversify service offerings and generate new income sources.
Course 4: AI Privacy, Security, and Compliance Masterclass
CPE: 2
Field of Study: Information Technology
Discussion Leader: Garrett Wasny
Description: In today's rapidly evolving digital landscape, understanding the interplay between generative AI and data protection is not just an asset, but a necessity. This transformative course is designed to delve deep into the crucial privacy, security, and compliance aspects of working with Generative AI (GenAI) technologies. As accountants increasingly integrate AI tools into their workflows, the stakes for safeguarding sensitive information and ensuring ethical AI practices have never been higher. Our masterclass is tailored to meet the unique needs of modern accountants, providing a thorough and practical exploration of how to navigate the complexities of secure data sharing with GPT models, implement robust AI policies, and master the intricacies of AI copyright compliance. With a focus on real-world applications and emerging threats, such as deepfakes and their implications for fraud and misinformation, this course is your gateway to becoming a trusted expert in the field. Join us to future-proof your career and lead with confidence in the digital age.
Course 5: Tech It to the Next Level: Slim Your Team for Max Efficiency
CPE: 1
Field of Study: Computer Software & Applications
Discussion Leader: Sharrin Fuller
Description: Ready to slim down your team and maximize efficiency without sacrificing quality? This session breaks down how to leverage tech and automation to fill workflow gaps, build a strong tech stack, and connect tools seamlessly. Learn how one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead. Walk away with practical steps to streamline operations, automate repetitive tasks, and focus your resources on what really matters. Attendees will gain practical insights into streamlining operations, automating repetitive tasks, and focusing resources on high-value activities. The session also includes an exclusive look at a proven tech stack used to replace over half a traditional team, offering actionable steps to create a leaner, tech-driven, scalable firm. Perfect for firm owners ready to rethink staffing, reduce overhead, and embrace the future of accounting efficiency.
Course 6: Unlock the Power of AI with Copilot in Excel
CPE: 2
Field of Study: Computer Software & Applications
Discussion Leader: Bryan Smith (DSP)
Description: In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel.