Technology & AI in Corporate Tax Self-Study Webinar
Overview
Artificial intelligence and automation are rapidly transforming the tax function, creating new opportunities to improve efficiency, enhance analysis, and reduce manual work across both large and small businesses. This self-study webinar provides a practical introduction to the technologies shaping modern tax operations, including AI, automation, and emerging agentic systems, while addressing governance, ethics, and implementation considerations. Participants will gain insight into:
- How AI and automation are changing tax workflows, productivity, and decision-making
- Key differences between AI technologies and their practical business applications
- Important governance, ethics, and workforce considerations for responsible adoption
This course qualifies for IRS Continuing Education Credit.
Objective
To provide CPAs and other tax and finance professionals with a practical understanding of AI and automation in the tax function, enabling them to evaluate emerging technologies, identify use cases, and support responsible implementation.
DETAILED LEARNING OBJECTIVES
• Identify the role of AI and automation in modernizing the tax function
• Distinguish between traditional automation, artificial intelligence, and agentic AI
• Recognize the stages of the automation maturity curve
• Identify practical applications of AI across the tax lifecycle
• Understand how AI can enhance tax provision, compliance, and transfer pricing processes
• Recognize the benefits of AI-enabled analytics, dashboards, and control testing
• Identify key risks associated with AI adoption in accounting and tax functions
• Understand governance principles and practical AI guardrails
• Evaluate considerations for implementing AI within CPA firms and private industry
• Recognize the evolving role of tax professionals in an AI-enabled environment
Emphasis
- How AI is transforming both large and small businesses
- Technology primer: clarifying differences between AI, automation, and agentic AI
- Modernizing the tax provision and tax compliance process
- Transfer pricing technology, data analytics, and dashboards for tax leaders
- Using technology to improve audit readiness and operational efficiency
- Governance and ethics
- Next steps for the knowledge-based worker
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