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Tax Practice Quarterly: 2024 Cybersecurity and Innovation in Tax
Tax
Webcast

Tax Practice Quarterly: 2024 Cybersecurity and Innovation in Tax

Join us for this Tax Practice Quarterly webcast where we will share the latest innovations in artificial intelligence relevant for tax practitioners and explore the risks associated with using generative AI tools and ways to mitigate those risks. We’ll also cover data privacy practices and the ethical implications of using AI tools.

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Taxes

Level

Update

CPE Credits

2

Instructor

Serge Jorgensen, Donny Shimamoto

Availability

3 months

Product Number

WC4748509

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 Business & partner 
Product Details

The topic of generative AI is being discussed everywhere we look.

Now that April 15 has come and gone, tax professionals should focus on innovations in tax preparation and advisory solutions with the goal of identifying technologies to pilot or trial in the next few months. Tune in to this special webcast where Donny C. Shimamoto, CPA/CITP, CGMA, Founder & Managing Director — IntrapriseTechKnowlogies LLC, will provide an overview of the use of AI tools, including Generative AI, for delivering tax preparation and advisory services.

Additionally, cybersecurity expert Serge Jorgensen, CTO & Senior Partner — Sylint, will shares unique insights on the risks and security measures to have in place when implementing AI technology, including compliance with IRS cybersecurity guidance, FTC requirements and various state privacy laws. Don’t miss this special event!

Key Topics

  • Artificial intelligence
  • Innovation in tax technology
  • Data security

Learning Outcomes

After attending this event, you will be able to:

  • Identify the latest in innovation in artificial intelligence tools for use in a tax practice
  • Identify practical use cases of Gen AI for tax practices.
  • Understand the ethical implications for tax practitioners using AI
  • Utilize AICPA Tax Section resources to support your organization’s cybersecurity needs

Who Will Benefit

  • Large businesses
  • Large firms
  • Medium firms
  • CPAs
  • Tax professionals
  • Small firms/sole practitioners
  • Small and medium businesses

PCPS members save 20%:

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!

More Details
NASBA Field of Study
Taxes
Level
Update
Prerequisites
Basic knowledge of cybersecurity needs and working with sensitive personal information
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
2 hrs
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Serge Jorgensen
Serge Jorgensen is the Chief Technology Officer and a founding partner of Sylint. He provides technical expertise and guidance in the areas of Cyber Security, Counter CyberWarfare, Digital Data Forensics, Secure Architecture and Cyber Incident Response. Mr. Jorgensen is a patented inventor in engineering and math-related fields, has provided response and remediation guidance in response to multi-billion dollar international espionage and cybersecurity attacks, and directed multi-million dollar litigation, forensic and electronic discovery efforts.
Donny Shimamoto
CPA/CITP, CGMA
Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm accelerating innovation and business transformation for small businesses, middle market organizations, and nonprofits. Donny is a recognized thought leader and educator in the fields of accounting technology, IT risk management, and performance management; his dedication to helping accountants and organizations leverage strategic technologies while proactively managing their business and technical risk is paramount. Donny also serves as an outsourced IT & Innovation “Partner” and advisor for local & regional firms and internal audit departments who lack in-house IT leadership and IT audit expertise; He helps with IT risk assessments and IT advisory services, development of the firm’s innovation strategy, streamlining of internal firm operations, and increasing staff proficiency with IT tools supporting client engagements and service delivery. Donny is co-chair of the National Conference of Lawyers and CPAs, past chairman of the AICPA’s Information Management and Technology Assurance Executive Committee, and former member of its Governing Council, Assurance Services Executive Committee, and numerous other AICPA committees and task forces. He is also a past member of the IFAC Technology Advisory Group. Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2022, Top 100 Most Influential People in Accounting (2013/2014/2017-2022) by Accounting Today, received the 2009-2010 President’s Award from the Hawaii Society of CPAs, was named to CPA Technology Advisor’s 40 Under 40 list in 2007 & 2009& 2014, and was also a Hawaii Top High Tech Leader in 2004.
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