Complimentary

July 29, 2026


Live Webcast


NYSED 1
NASBA 1

AI in Tax Preparation: A Practical Guide

July 29, 2026
Live Webcast
NYSED 1
NASBA 1

AI in Tax Preparation: A Practical Guide

  • View Bio

    Instructor

    Wilm
    Kranz

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  • View Bio

    Instructor

    Blaze
    O'Byrne

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  • View Bio

    Instructor

    Ben
    Riseberg

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Learning Objectives

  • Build a practical, vendor-neutral understanding of AI, including what it is and how it applies to the tax profession.
  • Learn how agentic AI is already performing real tax-preparation work and where firms are using it today to save time and improve efficiency.
  • Evaluate AI vendors with confidence, including key considerations for compliance with IRC Section 7216 and best practices for data security.

Major Topics

  • Understand the current state of the profession, including the CPA talent shortage and the growing volume of K-1s and tax documents.
  • Explore how AI agents are transforming tax preparation, from document extraction and workpaper preparation to tie-outs, exception review, and tax research.
  • Learn how to evaluate AI solutions responsibly, with a focus on data security, IRC Section 7216 compliance, and key vendor safeguards such as encryption, audit logs, and SOC 2 Type II.

Sponsors

CPE Credits Available

NYSED 1
NASBA 1
1
Taxation (NYSED) - NYSED
1
Taxes (NASBA) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Intended Audience

CPAs and tax professionals at firms of all sizes.

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