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Tuesday, March 4, 2025 Live Webcast

1040 Tax Prep Automation with AI Tools (X2-50731)

12:30 PM - 2:30 PM EDT
webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

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.

DESIGNED FOR

Anyone who is involved in the delivery of 1040 tax preparation services.

BENEFITS

After attending this presentation, you will be able to...

  • Recognize specific ways to leverage AI technology in your 1040 tax preparation services.
  • Identify specific AI tools that can be leveraged to automate and enhance 1040 tax preparation services.

HIGHLIGHTS

The major topics that will be covered in this course include:

  • Overview of AI technology and how it works.
  • Identify where AI can be incorporated into the 1040 process.
  • Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications.
  • Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake.
  • A roadmap for using AI to improve client communications and 1040 based advisory services.

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

This webinar is hosted by NJCPA's partner, CPA Crossings, LLC. After registering, you will receive an email from messenger@webex.com with the log-in information. If you do not receive this email you can contact CPA Crossings, LLC at (877) 370-2220.

INSTRUCTOR

John Higgins

John H. Higgins, CPA.CITP

Strategic Technology Advisor

Higgins Advisory, LLC

John is the founder and CEO of Higgins Advisory, LLC, which helps CPAs, CFOs and other financial professionals successfully guide their firms and business organizations through a digital transformation that leverages the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more. He is a seasoned entrepreneur, having been the founder of two separate accounting technology advisory firms that were acquired by larger organizations, such as the co-founder of CPA Crossings, LLC, a national provider of CPA technology advisory and educational services, and a founder of Computools, Inc. a provider of financial and ERP solutions for small and mid-size businesses. In addition, he has experience with a local CPA firm and as a technology advisory practice leader partner in a national CPA firm. John shares his expertise as a nationally recognized thought leader, strategic advisor, and speaker on accounting technology through coaching and speaking engagements.

PRICING

$79.00 - Member

$89.00 - Nonmember

Register Today


Note: Online pre-registration will close on March 4 at 12:00 PM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

CPA Crossings