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Tax Series with Ed Zollars: AI in Modern Tax Practice - Opportunity, Obligation and Application (D0-E2510424)

01:40:50 Minutes
On demand - Video

On Demand - Video

OVERVIEW

If you missed the NJCPA’s Tax Series with Ed Zollars: AI in Modern Tax Practice - Opportunity, Obligation and Application, you can watch a replay. The content is accurate as of the original date presented, 10/20/25. There is no CPE for this on-demand replay.

DESIGNED FOR

CPAs and accounting professionals in public practice and industry who advise individuals and closely held businesses on tax matters

BENEFITS

  • Identify the inherent risks with general-purpose AI tools, including “hallucinations” and data privacy issues.
  • Learn a framework for rigorous due diligence in selecting and implementing AI tools, including vendor vetting, data security, algorithmic transparency and contractual safeguards.
  • Understand the transformative impact of AI on tax practices, including efficiency gains, evolving professional value propositions and potential disruptions to traditional business models.
  • Recognize key recommendations for firm leadership on developing AI usage policies, establishing vetting committees, implementing mandatory training and updating Written Information Security Plans (WISPs) for compliant AI adoption.

HIGHLIGHTS

Key items covered in this session include:
  • The differences between general-purpose AI and domain-specific AI
  • Professional obligations under IRS Circular 230, the AICPA Code of Professional Conduct and federal data safeguarding laws (e.g., IRC Sections 6713 & 7216, FTC Safeguards Rule)
  • Techniques for effective research using AI, including general-purpose (like Google Gemini) and secure, source-grounded analysis of documents with specialized platforms (like NotebookLM)
  • AI usage policies

COURSE LEVEL

Basic

INSTRUCTORS

Roosevelt Bowman

Roosevelt D. Bowman
(4.6)

SVP, Senior Investment Strategist

AB Bernstein

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Christopher Emigholz

Christopher Emigholz
(4.6)

Chief Government Affairs Officer

NJBIA

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PRICING

$0.00 - Member

$39.00 - Nonmember

ADDITIONAL OPTIONS

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COURSE DEVELOPER

NJCPA Education Foundation, Inc.

AREAS OF INTEREST

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