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Harness the Power of Automation & AI: Accelerating Your Tax Workflow

HARNESS THE POWER OF AUTOMATION & AI: ACCELERATING YOUR TAX WORKFLOW

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 2, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Automation and Artificial Intelligence (AI) have the transformative power to reshape the tax landscape, offering innovative opportunities for tax practitioners to revolutionize their business practices. In this session, we delve into how these technologies can streamline every aspect of the tax workflow, from data processing to compliance. Additionally, we’ll provide actionable insights into tax professionals' primary concerns regarding AI integration and effective strategies to overcome them. 

Learning Objectives: 


  • Determine how automation and AI can revolutionize tax processes, accelerating workflow while ensuring accuracy and compliance

  • Identify real-world examples showcasing how these technologies redefine efficiency in tax practices

  • State actionable strategies to address common concerns surrounding the adoption of AI and tax technology

  • Recognize how to overcome talent shortages, manage costs, and enhance advisory capabilities with technology-driven solutions

  • Define how automation and AI can assist firms in cultivating a more robust and agile practice

  • Outline innovative approaches to attract top talent, develop bench strength, and stay ahead in today’s dynamic tax landscape undefined

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Peter Miele is a Vice President of Sales for Thomson Reuters. Pete is responsible for leading sales and business development activities within the tax workflow large firm segment. Previously, Pete spent twelve years as the Vice President of Sales for SurePrep. Pete combines comprehensive tax & accounting, paperless workflow and sales knowledge, along with the ability to communicate effectively across all levels of customer management. Prior to his time with Thomson Reuters and SurePrep, Pete was a Tax Manager with the accounting firm Deloitte, where he gained nearly a decade of tax and accounting experience. Pete earned a bachelor's degree in accounting from Seton Hall University in 1998.

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Allen Stahl

Thomson Reuters
Strategic Technology Manager

(800) 968-8900

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Over his career at Thomson Reuters, Allen Stahl has held various roles from product support, to training, consulting, and account management. In his new role as Strategic Technology Manager for Thomson Reuters, Stahl partners with our large accounting firm market to understand their priorities and create custom, connected technology solutions that transform ways of working.

Leveraging 8 years' experience as an account executive for the Strategic Top 100 accounting firms, and partnering with our product development and API team, Allen is increasing openness and connectedness across disparate technology tools to meet the most complex issues facing accounting firms today.

About Our Presenter

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Thomson Reuters (TSX/NYSE: TRI) (“TR”) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. The company serves professionals across legal, tax, accounting, compliance, government, and media. Its products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world-leading provider of trusted journalism and news. For more information, visit tr.com.