TAX & AI: THE FUTURE ARRIVED YESTERDAY
The future of tax arrived yesterday. Learn to use AI effectively while avoiding the critical mistakes that could damage your practice and reputation. Made for CPAs, by CPAs.
12:00 PM - 2:00 PM ET
Hugh Woolley
A demonstration-led session walking through 9 real tax scenarios with AI in action, from complex calculations to CRA audit prep. No prior AI experience required, we cover the foundations before diving in. Walk away with a clear sense of how these tools could work in your own practice.
Most practitioners we speak with are using AI, thinking about using it, or wondering whether they should be. That's where the profession is right now.
and that's not a word we use loosely.
Complicated calculations that used to take a morning, done in an instant. Research across case law and CRA positions assembled in seconds. The range of what these tools can handle at a technical level is astounding, and it keeps expanding.
You can challenge an answer, push back on the reasoning, add facts, ask it to argue the other side. The analysis develops in real time. For people who understand the subject matter, it is like having a knowledgeable second opinion available 24/7, at virtually no cost.
That qualifier matters. You have to know the subject matter.
AI can make errors.
- warningIt can cite cases and references that don't exist
- warningIt can misapply provisions
- warningIt produces confident, well-structured answers that are wrong
the more useful these tools become.
In this session, the presenters will walk through how they actually use these tools, the platforms, how they construct and refine questions, and where they've found the most value across a range of tax work. You'll see it demonstrated in live action across 9 tax scenarios covering real issues that come up in practice every day.
Clients are using AI too. Some are coming into meetings having already formed views on their tax situation, and some are using it to evaluate advice they've already received. That's a real shift in the client relationship.
There is growing evidence that CRA is developing its own AI capabilities, for audit selection, financial analysis, and risk identification. The full picture isn't clear yet, but the direction is. Understanding how these tools work is smart planning.
There is also a set of professional conduct questions that come with all of this. Disclosure, billing, the limits of what you should rely on and professional responsibility. These aren't hypotheticals. They're issues practitioners are working through right now, and the session addresses them directly.
This is a 2.0 hour session. The investment is modest. You will walk way with a working understanding of tools that are reshaping how tax practitioners operate. This is shown to you by tax experts who have already done the hard work of figuring out what actually works.
Meet Your Presenters
Michael Cadesky
Michael Cadesky is the managing partner at Cadesky Tax and a committed contributor to the tax and accounting professions since 1980, earning the title of Fellow from CPA Ontario. He is a past governor of the Canadian Tax Foundation, past chair of STEP Canada and STEP Worldwide, and past chair of the CPA Canada Tax Committee for Small and Medium-Sized Enterprises. Michael is also the co-author of 11 books on tax subjects and the author or co-author of numerous papers and articles on Canadian and international taxation.
Hugh Woolley
Hugh Woolley is an independent tax consultant who has taught income tax for over 30 years for many professional organizations. Hugh has written courses for CPA Canada and over 10 papers for the Canadian Tax Foundation and STEP Canada. From 1990–1992 he worked at the CRA's Rulings Directorate in Ottawa writing "butterfly" tax rulings. Hugh is a past Governor of the Canadian Tax Foundation.
Practical, demonstrated, and immediately applicable. See exactly how experienced tax professionals are using these tools, and leave with a clear picture of how they could work in your own practice today.
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Tax & AI: The Future Arrived Yesterday
AI is a tool. It must be wielded with skilled hands. But it is amazingly fast and useful.
On March 17, we will show you how to apply it to your own practice. This is time well spent.
Will the seminar be recorded?
Yes. The recording will be uploaded after the live session, allowing you to watch it anytime. Slides will also be provided. Please note that registration is still required to access the recording.
Does this seminar provide CPD?
Yes. You will receive a verifiable CPD certificate for 2.0 hours of instructional learning upon completion.
Is this seminar online or in-person?
Tax & AI: The Future Arrived Yesterday is hosted online. You can join live from any device with internet access. The session ends with a live Q&A.