Complimentary for Members

July 24, 2024


Live Webcast


NYSED 1

Leveraging AI for Tax Resolution & Client Success Tech Session Webinar

July 24, 2024
Live Webcast
NYSED 1
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    Instructor

    Orumé
    Hays

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  • View Bio

    Instructor

    Irene
    Wachsler

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Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Experience a detailed walkthrough of the process for using an AI bot to resolve a New York fuels tax issue.
  • Participate in a practical demonstration on how to use Poe.com for addressing similar tax issues.
  • Gain a detailed explanation of how to leverage AI to solve client issues.
  • Engage in hands-on exercises to practice using AI tools for tax resolution.

Major Topics

1. Walkthrough of the process in using an AI bot to resolve a New York fuels tax issue. 2. Practical demonstration on how to use Poe.com for similar tax issues. 3. Detailed explanation of how to leverage AI to solve client issues. 4. Hands-On exercises to practice using AI tools for tax resolution. 5. Tips and strategies for effectively integrating AI tools into everyday accounting workflows.

CPE Credits Available

NYSED 1
0.5
Advisory Services (NYSED) - NYSED
0.5
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Advisory Services (NYSED)
  • Taxation (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

All members interested to enhance their skills with AI tools and platforms for more effective client solutions.

Provider

Foundation for Accounting Education

This event has ended.