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DTSTAMP:20260429T131531
VTIMEZONE:America/Chicago
DTSTART:20270413T180000Z
DTEND:20270413T200000Z
UID:515409
SUMMARY:Surgent's Tax and Advisory with Agentic AI (TAA2)
LOCATION:Webinar
DESCRIPTION:Surgent's Tax and Advisory with Agentic AI (TAA2)\n\n04/13/27 01:00 PM CST\n - 04/13/27 03:00 PM CST\Description:\nThis 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 advisory
 Explain how autonomous agents interact with tax rules, reporting systems, and advisory workflows
 Analyze risks related to bias, confidentiality, and regulatory non-compliance
 Apply EU AI Act classifications and OECD guidance to AI-driven tax tools
 Recommend best practices for integrating agentic AI into client advisory services
 Presenters:Cory NgField of Study:Information Technology (2)Major Topics:
 Agent use in transfer pricing, tax compliance automation, and M&A due diligence
 Examples of agent deployment in global accounting firms
 Regulatory frameworks
 Governance and controls for autonomous tax tools
 Strategic advisory with agent-based scenario planning
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Tax and Advisory with Agentic AI (TAA2)<br /><br />04/13/27 01:00 PM CST - 04/13/27 03:00 PM CST<br />Description:<br />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.<br><br><b>Objectives:</b><br><ul>
    <li>Identify agentic AI applications in tax compliance, planning, and advisory</li>
    <li>Explain how autonomous agents interact with tax rules, reporting systems, and advisory workflows</li>
    <li>Analyze risks related to bias, confidentiality, and regulatory non-compliance</li>
    <li>Apply EU AI Act classifications and OECD guidance to AI-driven tax tools</li>
    <li>Recommend best practices for integrating agentic AI into client advisory services</li>
</ul><br><b>Presenters:</b><br>Cory Ng<br><br><b>Field of Study:</b><br>Information Technology (2)<br><br><b>Major Topics:</b><br><ul>
    <li>Agent use in transfer pricing, tax compliance automation, and M&amp;A due diligence </li>
    <li>Examples of agent deployment in global accounting firms</li>
    <li>Regulatory frameworks</li>
    <li>Governance and controls for autonomous tax tools </li>
    <li>Strategic advisory with agent-based scenario planning </li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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