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Tax Planning Platforms Update
Transformation Area:
Tax Transformation
Field of Study:
Taxes - T
CPE Credits
1.5 Hour(s) - CPE Credit(s)
Duration
1.5 Hour(s)
Prerequisite(s)
Basic understanding of tax preparation services, tax software, and tax advisory services
Level
Intermediate
Content Type
Group Internet Based
Description
All of the tax law changes presents a great opportunity to be proactive and provide your clients with tax planning advisory services to help them strategize to keep their tax burden low yet compliant. The rise of Gen AI and other technologies has provided a boost to tax planning platforms to help automate your ability to do tax planning and evaluate multiple tax strategies. Attend this session to learn how these platforms are evolving and how to incorporate them to start or enhance your tax planning services.
Objectives
- Recognize the tax platforms ecosystem and where tax planning fits
- Identify integrations and connections needed between tax planning and other platforms
- Describe changes in tax planning platforms and how they help delivery tax advisory services
Intended Audience
Ideal for CPAs, enrolled agents, and financial planners looking to elevate their tech stack and streamline their workflow.
Additional Information
* Early bird pricing (Before October 20, 2025) – $50.00*
Regular course price October 21, 2025 – $90.00
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