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Tax Practice Quarterly: Navigating Innovation in Tax
Tax
Webcast

Tax Practice Quarterly: Navigating Innovation in Tax

Join us for this Tax Practice Quarterly webcast, where we will discuss the latest innovations relevant to tax practitioners.

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

Susan Massey, Wesley Hartman, April Walker

Availability

3 months

Product Number

WC4635338

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 Business & partner 
Product Details

Technology and tax

This webcast will be a forward-thinking exploration of the intersection of technology and taxation.

As the field of tax practice evolves, staying abreast of the latest digital trends and tools is crucial for professionals seeking to enhance efficiency and accuracy in their work.

We aim to provide attendees with:

  • Insights into cutting-edge technologies
  • Practical strategies for integrating innovation into their daily practice
  • A glimpse into the future of tax compliance and strategy

Key Topics

  • Innovation in tax technology
  • Gen AI use in tax practices

Learning Outcomes

  • Identify how to incorporate new technologies into your workflow.
  • Recognize how innovation can influence future tax compliance and advisory services.
  • Select AICPA Tax Section resources to support your organization’s technology needs.

Who Will Benefit

  • Large businesses
  • Large firms
  • Medium firms
  • CPAs
  • Tax professionals
  • Small firms/sole practitioners
  • Small/medium businesses
More Details
NASBA Field of Study
Taxes
Level
Update
Prerequisites
Basic knowledge of technology used for tax compliance and planning engagements.
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
Susan Massey
Susan Massey is the VP of Tax Research at Blue J, where she leads the team responsible for the content and tax technical review of the Blue J platform. Prior to joining Blue J, she practiced for 13 years in the International and Corporate divisions of the Office of Chief Counsel, IRS, serving the last four years as a Branch Chief in Corporate. She holds a J.D. and LL.M in International & Comparative Law from Duke University School of Law.
Wesley Hartman
Wesley Hartman is the Founder of Automata Practice Development. Automata is a managed automation service provider that specializes in building automations to alleviate pain points of the accountant. Additionally, he will consult on a firm's processes and tools to help them implement and streamline their automation initiatives. He will consult with vendors on the direction their applications should take and how their application can be integrated with other applications in the accounting space. He occupies a unique position by being a computer engineer who worked on autonomous vehicles and worked for an accounting firm managing their technology. Before starting a software development business, he was the Director of Technology at public accounting firm for 15 years and has worked with information technology within the financial services industry since 2005. Wesley's strengths include introducing technology into a firm's existing processes to make them more efficient and analyzing data patterns to streamline the movement of information in systems. One of his focuses has been to implement automation to create data bridges between software packages. Wesley earned his bachelor's degree in Computer Engineering from California State University, Northridge. He is married and enjoys hosting a yearly Halloween haunted house for his local community, as well as training in Aikido.
April Walker
CPA, CGMA
April Walker is a Lead Technical Manager in the AICPA’s Tax Division. Prior to joining the AICPA in January 2016, April was in the public accounting field for twenty years, specializing in individual tax, closely held businesses and their respective owners, and not-for-profit taxation. April practiced at Blackman & Sloop, CPAs, a local firm in Chapel Hill, NC, for the past 14 years and prior to joining that firm, she worked for almost 5 years at PriceWaterhouseCoopers, LLP in Raleigh, NC. April is a member of the American Institute of CPAs and the North Carolina Association of CPAs.
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The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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