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Finance
2024 INNOVATIONS IN 1040 ARTIFICIAL INTELLIGENCE AND MACHINE LEARNING
Course Description

Sure Prep’s Innovation Team, now part of Thomson Reuters, is leading the way in integrating Artificial Intelligence (AI) and Machine Learning (ML) into the 1040 tax process. Join us to explore how recent advancements in 1040 automation are addressing some of the biggest challenges faced by the tax and accounting industries today.



Learning Objectives
- Understand how AI and ML work and why they’re particularly transformative for the tax and accounting profession

- Identify tasks that AI can automate and recognize areas where its capabilities are still limited

- Learn how SurePrep leverages AI to streamline preparation tasks such as indexing and data extraction

- Explore how the SurePrep Innovation Team collaborates within the broader Thomson Reuters Technology organization

- Envision the future of AI-powered tax software in the next five years



Credits and Other information
•⁠ Recommended CPE credit – 2.0
•⁠ Recommended field of study – Taxes
•⁠ Session Prerequisites and preparation: None
•⁠ Session learning level: Basic
•⁠ Location: Virtual/Online
•⁠ Delivery method: Group Internet Based
•⁠ Attendance Requirement:  Yes
•⁠ Session Duration: 2 Hours
•⁠ Case Studies and Live Q&A session with speaker
•⁠ PowerPoint presentation for reference

Who Will Benefit
•⁠ CPA
•⁠ Enrolled Agents (EAs)
•⁠ Tax Professionals
•⁠ Attorneys
•⁠ Other Tax Preparers
•⁠ Finance professionals
•⁠ Financial planners

Speaker
Ryan Whittaker

After over a decade of running a mortgage business, Ryan turned his favorite pastime into a new career. Ryan now focuses on the software engineering aspects of machine learning, artificial intelligence, and applied data science with SurePrep, part of Thomson Reuters as a Senior Applied Research Scientist. He has a degree in Electrical Engineering and Computer Science from UC Berkley.



Reading: Ut enim ad minim veniam

14 minutes 2 questions

Video: Greetings and introduction

15 minutes

Audio: Interactive lesson

7 minutes 3 questions

Reading: Ut enim ad minim veniam

22 minutes

Reading: Ut enim ad minim veniam

14 minutes

Video: Greetings and introduction

15 minutes

Audio: Interactive lesson

7 minutes 2 questions

Reading: Ut enim ad minim veniam

22 minutes

Reviews

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  • Eleanor Fant

    July 14, 2022

    So I said lurgy dropped a clanger Jeffrey bugger cuppa gosh David blatant have it, standard A bit of how's your father my lady absolutely.

  • Shahnewaz Sakil

    July 17, 2022

    David blatant have it, standard A bit of how's your father my lady absolutely.

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Overview:
  • Speaker : Ryan Whittaker
  • Duration :60 Minutes
  • Date :03/22/2025
  • Time :1pm ET / 12pm CT / 11am MT / 10 am PT

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