There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Learning Objectives
After attending this presentation, you will be able to...
- Identify new requirements related to audit reporting and required by-product communications
- Recall core concepts fundamental to obtaining sufficient and appropriate audit evidence in compliance with recently-issued auditing standards
- Recognize recent clarifications and enhancements made to improve the quality of the risk-based audit process
- Recall significant new requirements through SAS 149
Major Topics
The major topics that will be covered in this course include:
- Assessing your organization’s culture
- The benefits of great cultures
- The basics of what servant leadership is, and is not
- How to coach using a servant leadership style
