Surgent's Tax and Advisory with Agentic AI (TAA2)
2026-04-14 18:00 - 20:00 UTC | Webinar
Surgent's Tax and Advisory with Agentic AI (TAA2)

04/14/26 01:00 PM CST
- 04/14/26 03:00 PM CSTDescription:
This course examines how agentic AI is revolutionizing tax compliance, planning, and advisory services. Participants will explore real-world deployments by leading firms such as EY, which has developed agents that handle millions of global tax transactions. The course also delves into cross-border compliance issues, transfer pricing automation, and emerging advisory models powered by agent-led simulations. Risks related to bias, unauthorized practice, and data privacy will be addressed, with guidance on aligning autonomous operations with professional and regulatory standards. CPAs must understand these advancements to ensure tax compliance, manage client expectations, and mitigate professional liability risks when providing agent-assisted advisory services.Objectives:Identify agentic AI applications in tax compliance, planning, and advisoryExplain how autonomous agents interact with tax rules, reporting systems, and advisory workflowsAnalyze risks related to bias, confidentiality, and regulatory non-complianceApply EU AI Act classifications and OECD guidance to AI-driven tax toolsRecommend best practices for integrating agentic AI into client advisory servicesPresenters:Cory NgField of Study:Information Technology (2)Major Topics:Agent use in transfer pricing, tax compliance automation, and M&A due diligenceExamples of agent deployment in global accounting firmsRegulatory frameworksGovernance and controls for autonomous tax toolsStrategic advisory with agent-based scenario planningLocation:
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