Leveraging Data & AI to Design a Comprehensive Tax Plan
The best tax planners don't work topic by topic, they pull everything together into a unified, proactive client strategy. We will focus on how to connect the dots across entity planning, retirement, real estate, benefits, digital assets, and the new OBBBA opportunities, using modern data tools and AI to identify savings faster, model scenarios more accurately, and deliver advice that goes beyond the tax return.
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*Self-Study recording available for IRS CE Credit only (NO CPE)
NASBA Field of Study: Taxes
IRS Program #: 7Q3WU-T-00989
CTEC Course #: 6248-CE-00345
Brad Messner
,
EA
Brad is the third-generation owner of M & J Tax Service and an Enrolled Agent with over 25 years of experience in income tax preparation and information security management. In today’s virtual environment, he ensures that every tax engagement is completed with precision and that all taxpayer and client information remains secure.A national speaker on both tax topics and cybersecurity, Brad also serves as a professor at a local university. He is currently pursuing a doctoral degree, with a dissertation titled “A Critical Analysis on the Impact of Blockchain to the Security of Financial Technology Systems.”In his taxpayer representation work, Brad emphasizes clear communication and full compliance. Since becoming an Enrolled Agent, he has successfully represented clients in tax matters, saving them tens of thousands of dollars.
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