Concurrent Session Onsite and Online

PRA2420. Tax Season Debrief: Jetsons Style

Imagine being transported to Orbit-City as we tackle this year's tax season debrief - Jetsons style. We'll navigate this session by exploring the futuristic technologies, strategies, and practices that are transforming the way we work. From AI tools like Rosie (the robot housekeeper) handling mundane tasks to push-button Space-Age solutions enhancing the client experience. Our discussions will focus on how we can adopt George Jetson's work efficiency, balance capacity with workload like Spacely Sprockets while navigating regulatory changes, and elevate our tax practices as high as the Skypad Apartments. Join us for an engaging journey through the Tax galaxy, where fun and insight collide in a futuristic exploration of our industry.


Learning Objectives:

  • Identify strategies to improve tax season for the team and clients.
  • Compare insights on choosing and integrating advanced technologies to streamline workflows.
  • Identify the latest tax regulations to ensure compliance.
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
None
Session Tags
EA
PRA
Speakers
Image of Matthew Wilson

Matthew Wilson

CPA, CMS, CGMA
Partner
Wilson Ivanova Certified Public Accountants Inc.
Image of Nicole Davis

Nicole Davis

Founder and Chief Hello Officer
Butler-Davis
Image of Chet Buchman

Chet Buchman

Managing Partner
Swindoll, Janzen, Hawk & Loyd, LLC