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DCPA2335
How your Peers are using Technology to Become Better Human Advisors
Date
December 6, 2023
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: 2023 Digital CPA Conference
As automation and AI reshape the tax landscape, tax practices must embrace a broader mindset beyond technical tax expertise. Tax compliance professionals have a unique trust role that lends itself to accelerating the advice conversation with business owner clients, high net worth families and similar opportunities to serve. Experts in advice engagement will discuss the required mindset, changing skillsets, and how to apply the original AI (Advisor Intelligence) in real-time to transform tax professionals and elevate the human experience.
Speakers
Founder & CEO, Asset-Map
CPA/PFS, RWS CPA
General
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