November 5, 2025

In-Person

Casa Belvedere
79 Howard Avenue, Staten Island, New York 10301

NASBA 6

Staten Island Chapter: AI Tools and the Role of AI in Tax Resolutions Tech Session

Join the Staten Island Chapter at Casa Belvedere for a night with great dinner and a high on demand session in AI Tools and its use in Tax Resolutions.

November 5, 2025
In-Person
NASBA 6
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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.
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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).

  • Instructor

    Toni
    Witt

Join the Staten Island Chapter at Casa Belvedere for a night with great dinner and a high on demand session in AI Tools and its use in Tax Resolutions.

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Evaluate how AI tools can analyze complex tax scenarios.
  • Apply Poe.com's AI capabilities to resolve practical tax issues through hands-on prompting guidance.
  • Implement proven AI and automation cases from small tax firms to streamline workflows.

Major Topics

  • Learn how AI tools can be used to address and resolve complex tax issues effectively.
  • Practical demonstration on how to use Poe.com for similar tax issues. Hands-on exercise included.
  • Real AI & Automation cases in small firms that perform tax services.

CPE Credits Available

NASBA 6
1
Advisory Services (NYSED) (Advisory Services) - NASBA
1
Computer Software & App (NASBA) (Advisory Services) - NASBA
2
Taxation (NYSED) (Taxation) - NASBA
2
Taxes (NASBA) (Taxation) - NASBA

Casa Belvedere

79 Howard Avenue, Staten Island, New York 10301

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Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPA's in Public Practice

Provider

Foundation for Accounting Education

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