This course examines how agentic AI is revolutionizing tax compliance, planning, and advisory services. Participants will explore real-world deployments by leading firms such as EY, which has developed agents that handle millions of global tax transactions.
DESIGNED FOR
CPAs in public practice, tax professionals, advisory consultants, international tax specialists, financial executives, CITP/CISA credential holders or aspirants, and professionals interested in the impact of agentic systems on tax and advisory
BENEFITS
- Identify agentic AI applications in tax compliance, planning, and advisory
- Explain how autonomous agents interact with tax rules, reporting systems, and advisory workflows
- Analyze risks related to bias, confidentiality, and regulatory non-compliance
- Apply EU AI Act classifications and OECD guidance to AI-driven tax tools
- Recommend best practices for integrating agentic AI into client advisory services
HIGHLIGHTS
- Agent use in transfer pricing, tax compliance automation, and M&A due diligence
- Examples of agent deployment in global accounting firms
- Regulatory frameworks
- Governance and controls for autonomous tax tools
- Strategic advisory with agent-based scenario planning
ADVANCE PREPARATION
None