Using AI to Design Unique Tax Plans & Savings Opportunities
AI can do much more than summarize tax law or draft client communications; it can help tax professionals identify planning opportunities hidden within a client’s financial and tax data. This course explores practical ways to use AI to analyze client situations, generate and evaluate tax strategies, and develop more personalized tax planning recommendations while maintaining professional judgment, privacy, and appropriate oversight.
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*Self-Study recording not available for credit
NASBA Field of Study: Taxes
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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