New York Society of Enrolled Agents (NYSSEA)
Gideon Putnam Resort and Spa
Register: https://nyssea.org/meetinginfo.php?id=15&ts=1719426038
CE: 3 hours
Speaker: Brad Messner, Josh Youngblood, Matthew Metras
Description:
Technology is about the only thing that changes more frequently than the tax code and staying connected to what is new and relevant is essential to improve the security, efficiency, automation, and customer experience of your firm. Join us for a highly interactive session featuring a panel of experts explaining how to responsibly use the latest trends in tax tech through examples and hands-on practice. We will discuss what’s new, client needs, competitive tools, and future developments all to familiarize you with valuable technology opportunities for your tax practice.
This 3 hour panel will include the hottest technology trends:
- Artificial Intelligence: Reduce your review time by leveraging AI. Improve your audit preparation and defense with increased tax research using AI and Machine Learning. Design a GPT for you or your clients to ask tax questions, even those specific to your niche.
- Automation & Customer Experience: Designing systems to communicate return status to clients, follow-up with clients on missing or incorrect documents, automating quarterly estimate notifications, and performing quality scans upon document receipt.
- Digital Assets Operationalized: Cut hours off managing and calculating gains/income for your digital asset clients. Evaluating whether accepting digital assets is a good fit for your operation.
- Cybersecurity & Data Protection: Integrate the latest FTC requirements into your security plan and understand how to begin planning for the next round of required safeguards including data disclosures connected to automation tools, AI, and multiple system integration.
- Tax Planning Analytics: Leverage operational data within your firm to improve your office efficiency, client communications, and staffing needs. Plan for client needs before they reach out. Special attention will be paid to proper data disclosures required for internal data analysis.
- And More…
The first two hours of the workshop will feature a panel discussion covering each of the topic areas, highlighting potential uses and real-life, deployed examples. During the third hour of the workshop participants will split out into breakout groups for Q&A with each of our experts while getting hands-on experience with applications you can deploy in your firm. Bring your laptops and your WISP!