Date/Time
12/19/2025
12:00 PM - 2:00 PM Central
12:00 PM - 2:00 PM Central
Course Registration
Credits
2 Credits
Event Type(s)
Webinars
Event Description
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:
Presenters:
Cory Ng
Field of Study:
Information Technology (2)
Major Topics:
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 Ng
Field 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
Webinar
Outlook/vCalendar/Google
Click on the icon next to the date(s) to add to your calendar:
| 12/19/2025 |    |
Email Reminder
