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AI & Emerging Tech Resource Center

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Register Today for the CPA AI Summit!

Sept. 10, 2025 | 8 CPE Credits | Online or In-Person (Arlington)

As a finance leader, you know that artificial intelligence (AI) can create efficiencies for your organization, but mitigation of risk is also top of mind. This one-day event will take us beyond discussions about what artificial intelligence *could* do for us, by providing practical sessions that will apply CPAs and finance teams in any industry. We'll talk through the nuances of this exciting time with your peers. 

 

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News & Articles

Using AI for an R&D study? Not so fast.

Numerous "pop-up" shops emerging, boldly asserting that AI can handle 80% or more of an R&D credit study. The simple fact is that when it comes to complex tax matters such as with R&D and the Employee Retention Credit, AI does not have the necessary human judgment required.
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How CPAs can start implementing AI before tax season

Sick of hearing about AI but not knowing how to implement it NOW for real results? You can easily implement components of AI now to help you in the upcoming tax season. The AI discovery process provides a framework for CPAs to figure out how best to utilize AI and ultimately save time, money and maybe a little sanity.
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The AI tsunami is here: Are you ready?

If you’re like me, you may think of artificial intelligence (AI) as a catch-all term that seems almost untouchable. It’s a nebulous concept that leaves those of us without computer programming skills often believing that “AI is coming for...
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