Complimentary for Members

September 23, 2025


Live Webcast


1 CPE

Building Confidence & Efficiency in Tax Research: A Client’s Perspective (a BlueJ Customer Spotlight Featuring Samantha Bowling & Sarah Glasgow, GW CPA)

September 23, 2025
Live Webcast
1 CPE

Building Confidence & Efficiency in Tax Research: A Client’s Perspective (a BlueJ Customer Spotlight Featuring Samantha Bowling & Sarah Glasgow, GW CPA)

  • View Bio

    Instructor

    Sam
    Bowling

    View Bio
  • View Bio

    Instructor

    Sarah
    Glasgow

    View Bio
  • View Bio

    Instructor

    Simay
    Onder

    View Bio

Learning Objectives

  • Understand how Blue J can accelerate your tax research, with fast, accurate answers your team can feel confident in delivering to clients
  • See real-world examples of the AI prompts that GWCPA leverages in Blue J to improve research efficiency across all levels of their team
  • Learn practical adoption strategies that help firm leaders ensure quality, scalability, and consistency in tax research

Sponsors

CPE Credits Available

1 CPE
1
Taxes

Things to Know About This Course

Professional Area of Focus

  • Accounting & Auditing
  • A.I/AI/Artificial Intelligence

Advanced Preparation

None

Intended Audience

CPAs and tax professionals at small to mid-sized accounting firms, particularly those:

  • Seeking to enhance their tax research efficiency and client service delivery.
  • Interested in adopting AI technologies in their tax workflows.
  • Responsible for training and onboarding new tax staff.
  • Looking to scale their firm’s operations with innovative tools.
  • Involved in client advisory services and tax compliance.

Provider

*Maryland

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