PERSONAL PERSPECTIVE As a tax professional, I am optimistic and so excited about the opportunities AI platforms can contribute to our daily practice. The conference’s focus on AI was both timely and relevant. The panel’s emphasis on responsible use and human oversight resonated with me. I learn from my colleagues about how AI is already streamlining routine tasks. As we continue to integrate these tools, our team will be able to focus on higher-level analysis and client strategy. I have been piloting both Blue J® and CoCounsel, incorporating them into my everyday work. The output is powerful and significantly more efficient than traditional research tools. I use both tools every single day. I look forward to seeing how the profession continues to evolve as we integrate AI tools more deeply into our practice. The tools and approaches discussed at the conference have so much potential to enhance our value to clients. We will continue to proceed thoughtfully, to ensure we always maintain high professional standards. KEY TAKEAWAYS Start with strategy: Align AI initiatives with business objectives. Train your team: AI literacy is essential for responsible use. Communicate with clients: Be transparent about how AI supports your work. Review everything: Human oversight is non-negotiable. AI is rapidly transforming the tax profession. There is so much opportunity to improve efficiency, accuracy, and strategic insight. The implementation of AI into the tax profession will complement and enhance the human aspect of professional service. Erica Parks, CPA, is a managing director at Forvis Mazars in Omaha. You may reach her at (402) 431-9805 or erica.parks@us.forvismazars.com. A team for all your financial needs The team at UBT can increase your company’s efficiency, saving you time and money. We have experts who can help manage your investment portfolio* (like Sam), maximize your company’s retirement plan* (like Stacy), guide you through each step of your financial journey (like Katie), and help you utilize money management tools (like Jan). Whatever you need help with, UBT has people for that. Scan the QR code or visit ubt.com/CPA today! ubt.com/CPA *Investment Products: Not FDIC Insured—No Bank Guarantee—May Lose Value Jan Katie Stacy Sam 27 nescpa.org
RkJQdWJsaXNoZXIy MTg3NDExNQ==