2025 and Beyond
As we move further into 2025, AI is no longer a future concept—it’s a present-day necessity reshaping how accounting and tax professionals deliver value. Join us for an exclusive webinar that dives deep into the evolving AI landscape within the profession, the new wave of agentic AI systems, and what responsible adoption really looks like.
This session is designed for CPAs, EAs, tax professionals, finance leaders, and tech-forward firms seeking to stay ahead in an industry undergoing rapid transformation.
What You’ll Learn:
- AI Waves: Explore the historical trends and inflection points that brought us here.
- Shifting AI Sentiment: Understand how attitudes toward AI in accounting and tax have evolved—what’s driving adoption, and what’s holding firms back.
- Common Use Cases Today: See how practitioners are currently integrating AI—from research to return analysis to client advisory.
- Popular AI Tools & Technologies: Get an overview of the most widely adopted platforms, copilots, and agent-driven systems.
- Agentic AI in 2025 and Beyond: Discover what agentic AI means, how it differs from traditional automation, and why it’s a game-changer for tax and accounting.
- Accuracy, Security & Ethics: Learn how to evaluate AI tools for accuracy, ensure data protection, and build trust with your clients.
- Tips for Responsible Adoption: Get actionable strategies to pilot, scale, and integrate AI into your workflow—while keeping your team and clients in the loop.
Why Attend?
Whether you’re exploring AI for the first time or looking to deepen your current use, this webinar offers practical insights and future-focused strategies to keep your firm competitive and compliant.
July 16, 2025
10 – 11 am Pacific