Complimentary for Members

July 24, 2024

Live Webcast

NASBA 1

Leveraging AI for Tax Resolution & Client Success Tech Session Webinar

July 24, 2024
Live Webcast
NASBA 1
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    Instructor

    Orumé
    Hays

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    Ms. Orumé Hays, CPA

    Bio
    • Orumé Hays, CPA, CGMA. Founder, HAYS CPA LLC, is a CPA in the State of New York and the Commonwealth of Virginia. She is also a Chartered Global Management Accountant (CGMA). Her extensive finance and accounting experience includes working with small, medium, local, national, and international businesses. She has over a decade of business operations and financial expertise in various business sectors, including architecture, design, entertainment, event productions, food & beverage, healthcare, and hospitality. Orumé is a active member of the AICPA and the NYSSCPA. She is a member of the Financial Accounting Standards, Small Firms Practice Management (past-chair), Personal Financial Planning, and Not-for-Profit Organizations NYSSCPA Committees. She is an NYSSCPA Director-at-Large, and the immediate past president of the Manhattan/Bronx Chapter. Hays is also an executive committee member of AICPA’s
    • Private Companies Practice Section (PCPS). She is a past two-term Treasurer of the University of Benin Alumni Association North America. She is a Certified QuickBooks Pro Advisor and also an adjunct lecturer at the Lucille and Jay Chazanoff School of Business, College of Staten Island (CSI) of the City University of New York (CUNY).
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    Instructor

    Irene
    Wachsler

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    Ms. Irene Wachsler

    Bio
    Irene Wachsler, CPA, MBA is the current owner of Wachsler CPA LLC, a niche public accounting firm focusing on the Entertainment Industry, Digital/Crypto Currency Compliance, and Tax Controversy. She is also a current Board Member and Virtual Chapter President of the National Conference of CPA Practitioners (NCCPAP). Prior to COVID, she also ran the Massachusetts Society of CPA’s South Shore Breakfast Networking Forum for over 15 years. Irene holds a Bachelor of Science degree in Mathematics with a concentration in Computer Science from the University of Lowell, and a Master’s in Business Administration from Babson College.
1. Understand the Role of AI in Tax Resolution: Learn how AI tools can be used to address and resolve complex tax issues effectively. 2. Explore AI Tools and Platforms: Gain insights into specific AI programs, such as Poe, Claude and Gemini, and their applications in the accounting field.; msf_faeuse.png

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

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

Things to Know About This Course

Course Level

  • Basic

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.