• videocam Live Webinar with Live Q&A
  • calendar_month November 18, 2026 @ 1:00 PM ET/10:00 AM PT
  • signal_cellular_alt Intermediate
  • card_travel Tax Preparation - Individual
  • schedule 110 minutes

How Tax Professionals are Leveraging AI: Practical Applications, Governance, Ethics, and Risk Management

About the Course

Introduction

This webinar will examine how tax professionals are incorporating artificial intelligence into tax research, compliance, controversy, and client service while addressing the ethical, governance, and risk considerations that accompany its use. Our knowledgeable panelists will discuss practical applications of AI in firms and share real-world experiences, lessons learned, and evolving best practices.

Description

Artificial intelligence is rapidly changing how tax professionals conduct research, draft correspondence, analyze authority, automate workflows, and manage client engagements. Yet the most effective practitioners understand that AI is not a substitute for professional judgment. As AI tools become increasingly integrated into tax practices, practitioners must understand both their potential benefits and the risks associated with relying on AI-generated outputs.

As AI adoption accelerates, firms must balance efficiency gains with professional responsibilities, client confidentiality, and quality control obligations. Practitioners should understand the limitations of current AI tools and develop procedures to validate AI-assisted research. Firms must establish governance frameworks to reduce the risk of hallucinations, fabricated citations, and unsupported conclusions, while implementing safeguards that distinguish authoritative support from professional judgment and address ethical considerations surrounding AI use.

Listen as our accomplished panel discusses how tax professionals are using AI across the tax engagement lifecycle, along with practical strategies for leveraging AI while maintaining professional standards, accuracy, and client trust.

Presented By

Travis Call, CPA
Executive Tax Expert in Global Cross-Border Tax Matters, CPA (California and Utah)
Travis Call, CPA

Mr. Call is a seasoned professional supporting internal Global Mobility and Corporate Tax teams as the Subject Matter Expert on issues relating to expatriate and foreign national taxation, strategically partnering with external providers to deliver solutions and ensure tax compliance for all client International Assignment Programs and related processes. Liaising with local and global Finance/Payroll teams is a key success factor to ensure proper payroll processing, compensation reporting, memo reporting, account reconciliations, tax status codes, case and policy management, tax notices, certificates of coverage, and all related conflict resolution and customer service support for all client expatriate and foreign national assignees.

Thomas A. Gorczynski, EA, USTCP
Senior Tax Consultant
The Gorczynski Group

Mr. Gorczynski is a nationally recognized speaker, educator, and practitioner specializing in federal tax law, IRS representation, and strategic tax planning. With extensive experience before the IRS and the United States Tax Court, he combines deep technical knowledge with real-world case strategy—making him a sought-after expert for both taxpayers and tax professionals. For over 15 years, Mr. Gorczynski has helped taxpayers protect their wealth, resolve complex IRS issues, and plan strategically for long-term financial success—while training the next generation of tax professionals. He is admitted to practice before the United States Tax Court as a non-attorney and holds multiple advanced designations.

C. Edward Kennedy
Managing Director
C Edward Kennedy Jr, PC

Mr. Kennedy has more than 42 years of experience dealing with a variety of international tax matters, specializing in tax consulting services to a wide variety of clients ranging from closely held companies to multi-national businesses. His expertise includes domestic and foreign income and social security tax planning, tax compliance for individuals and corporations, tax treatment of incentive compensation plans, international assignment program administration, and international assignment policy design. Mr. Kennedy has also served as the U.S. practice leader for international social security matters for a Big 4 accounting firm. He is a frequent speaker in the areas of international tax compliance and reporting obligations U.S. information reporting requirements for foreign assets and foreign entities, U.S. tax implications of foreign pension and social security plans, and U.S. income and social tax treaty planning. Mr. Kennedy is a member of the Texas Bar and is licensed as a certified accountant in Georgia and Texas. He has a B.A. from Furman University and a J.D. from Vanderbilt University School of Law.

Samuel Leon, CPA
Founder
TaxWeave

Mr. Leon founded The Millennial CPA after more than a decade in public accounting working with individuals, founders, and growing businesses. His accounting career began in 2013 at a high-volume individual tax practice in New York City, where he built a strong foundation in individual tax preparation and client service. Over time, Mr. Leon moved into more complex tax work, supporting high-net-worth individuals, venture-backed startups, and founder-owned businesses. His career includes experience at a Big Four accounting firm, as well as boutique practices focused on startups and early-stage companies. That combination of large-scale technical exposure and small-firm, relationship-driven work shaped the standards he brings to his clients today. Mr. Leon is a Certified Public Accountant licensed in New York and Virginia. His approach is straightforward: provide thoughtful, transparent guidance; maintain consistent communication; and deliver the continuity people need to make informed financial decisions throughout the year.

Credit Information
  • BARBRI is a NASBA CPE sponsor and this 110-minute webinar is accredited for 2.0 CPE credits.

  • BARBRI is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).

Date + Time

  • event

    Wednesday, November 18, 2026

  • schedule

    1:00 PM ET/10:00 AM PT

I. AI in today's tax practice

II. Practical applications of AI in tax practice

III. AI workflows for solo and small firm practitioners

IV. AI governance, citation verification, and hallucination controls

V. Ethical considerations in AI-assisted tax practice

VI. Panel discussion and audience Q&A

The panel will review these and other critical issues:

  • How professionals are incorporating AI in a tax practice
  • Using AI to challenge, improve, and validate tax analyses
  • Taxpayer confidentiality and Circular 230 considerations when using AI tools
  • Automating tax forms and data-gathering processes
  • Preventing and detecting AI hallucinations and fabricated authority
  • Ethical obligations and professional responsibility when incorporating AI into tax practice

Learning Objectives

After completing this course, participants will be able to:

  • Identify practical applications of AI within a tax practice
  • Recognize ethical and confidentiality considerations associated with AI use
  • Distinguish between appropriate AI-assisted tasks and tasks requiring professional judgment
  • Implement governance and verification procedures designed to improve the reliability of AI-assisted tax research and analysis
  • Field of Study: Taxes
  • Level of Knowledge: Intermediate
  • Advance Preparation: None
  • Teaching Method: Seminar/Lecture
  • Delivery Method: Group-Internet (via computer)
  • Attendance Monitoring Method: Attendance is monitored electronically via a participant's PIN and through a series of attendance verification prompts displayed throughout the program
  • Prerequisite:

    Three years+ business or public firm experience preparing complex tax forms and schedules, supervising other preparers or accountants. Specific knowledge and understanding of individual income taxation, including itemized deductions, individual income tax credits, net operating loss limitations including carrybacks and carryforwards.


BARBRI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of Accountancy have final authority on the acceptance of individual courses for CPE Credits. Complaints regarding registered sponsons may be submitted to NASBA through its website: www.nasbaregistry.org.

IRS Approved Provider

BARBRI is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).

BARBRI CE webinars-powered by Barbri-are backed by our 100% unconditional money-back guarantee: If you are not satisfied with any of our products, simply let us know and get a full refund. Contact us at 1-800-926-7926 .