Instructor
John Higgins
Instructor
John is the founder and CEO of Higgins Advisory, LLC, established with the mission of helping CPAs, CFOs and other financial professionals to successfully guide their firms and business organizations through a successful digital transformation that leverages the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more.
John is a seasoned entrepreneur with experience as the founder of two separate accounting technology advisory firms that were acquired by larger organizations. In addition, he has experience with a local CPA firm and as a technology advisory practice leader partner in a national CPA firm. John shares his expertise as a nationally recognized thought leader, strategic advisor, and speaker on accounting technology through coaching and speaking engagements. His primary contribution is his passion for helping the profession move forward through the understanding and adoption of emerging technologies.
Some of John's notable accomplishments include: * Co-founder of CPA Crossings, LLC, a national provider of CPA technology advisory and educational services * Founder of Computools, Inc. a provider of financial and ERP solutions for small and mid-size businesses * Strategic technology advisor to CPA firms * AICPA Business & Industry CPA Hall of Fame inductee * Top 25 Thought Leader recognition by the _CPA Practice Advisor magazine_ (2011 - 2023) * Nationally recognized speaker on accounting technology * National technology advisory partner with BDO, LLP * Past Chair of the Michigan Association of CPAs * Michigan Association of CPAs Innovative User of Technology award * Co-author of _10 Steps to a Digital Practice in the Cloud_, published by the AICPA * Contributing author to _The Insiders' Guide to Accounting Advisory Success _on Amazon
There has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your tax planning, research and compliance services. You will learn how to leverage AI to automate the collection and organization of client data, the engagement management process, tax research and enhance client advisory services with AI tools.
• Understand the fundamentals of AI technology and its practical applications in tax
services
• Recognize specific ways to leverage AI technology in your tax services.
• Identify specific AI tools that can be leveraged to automate and enhance tax planning, research
and compliance services.
• Recognize how to utilize AI-powered tools such as ChatGPT and Microsoft 365
Copilot to enhance tax preparation services and client communication.
The specific topics that will be covered include:
• Overview of AI technology and how it works
• Identify where AI can be incorporated into tax research, planning and compliance services
• Discover new opportunities to enhance your client advisory tax services with AI tools
• Review of the market of emerging and AI enhanced tax software tools
• Learn about the newest generation of AI enable 1040 source document collection and organizer
applications
• Review specific use cases for generative AI tools, e.g. ChatGPT, Microsoft Copilot) in your tax
services
None
None
Anyone who is involved in tax planning, tax research and tax compliance services