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DTSTART:20260414T180000Z
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SUMMARY: Surgent's Tax and Advisory with Agentic AI
DESCRIPTION: This course examines how agentic AI is revolutionizing tax compliance\, planning\, and advisory services. Participants will explore real-world deployments by leading firms such as EY\, which has developed agents that handle millions of global tax transactions. The course also delves into cross-border compliance issues\, transfer pricing automation\, and emerging advisory models powered by agent-led simulations. Risks related to bias\, unauthorized practice\, and data privacy will be addressed\, with guidance on aligning autonomous operations with professional and regulatory standards. CPAs must understand these advancements to ensure tax compliance\, manage client expectations\, and mitigate professional liability risks when providing agent-assisted advisory services.\n\n\nDelivery Method\: Individual webcastCPE Credit\: Information TechnologyProgram Level\: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.\n
CLASS:PUBLIC
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