Explore how artificial intelligence (AI), cybersecurity and digital assets are reshaping our practices. This practical update explores how CPAs can use emerging technologies effectively while addressing evolving reporting, privacy, control and professional-risk considerations.
DESIGNED FOR
CPAs in public practice and finance, including tax practitioners, auditors, controllers, CFOs, firm leaders and technology decision-makers
BENEFITS
- Recognize confidentiality, privacy, accuracy and cybersecurity risks.
- Explain key accounting, tax and reporting considerations for crypto and other digital assets.
- Ask better questions of clients, vendors and staff about technology controls, data exposure and governance.
- Strengthen company policies, documentation and technology decision-making.
HIGHLIGHTS
AI and cybersecurity
- How AI platforms can support accountants, firms and clients
- Cybersecurity exposure created by AI tools, public cloud infrastructure and expanding data footprints
- GenAI capabilities, limitations and real-world applications across tax, audit, advisory and client service
- Risk management: confidentiality, data privacy, accuracy, hallucination risk, professional standards and AI governance
Crypto and digital assets
- Institutional adoption, stablecoins, tokenization and the current digital asset landscape
- Accounting under the fair value model (ASU 2023-08), including measurement, presentation and disclosure
- Tax and information-reporting developments, including broker reporting and Form 1099-DA considerations
- Audit, attest and internal-control issues involving existence, custody and digital asset transactions
- Where AI and digital assets intersect, plus practical action items for firms