Surgent's Tax and Advisory with Agentic AI

Overview

This course examines how agentic AI is revolutionizing tax compliance, planning, and advisory services. Participants will explore real-world deployments by leading firms such as EY, which has developed agents that handle millions of global tax transactions. The course also delves into cross-border compliance issues, transfer pricing automation, and emerging advisory models powered by agent-led simulations. Risks related to bias, unauthorized practice, and data privacy will be addressed, with guidance on aligning autonomous operations with professional and regulatory standards. CPAs must understand these advancements to ensure tax compliance, manage client expectations, and mitigate professional liability risks when providing agent-assisted advisory services.

Highlights

• Agent use in transfer pricing, tax compliance automation, and M&A due diligence
• Examples of agent deployment in global accounting firms
• Regulatory frameworks
• Governance and controls for autonomous tax tools
• Strategic advisory with agent-based scenario planning

Prerequisites

None

Designed For

CPAs in public practice, tax professionals, advisory consultants, international tax specialists, financial executives, CITP/CISA credential holders or aspirants, and professionals interested in the impact of agentic systems on tax and advisory

Objectives

• Identify agentic AI applications in tax compliance, planning, and advisory
• Explain how autonomous agents interact with tax rules, reporting systems, and advisory workflows
• Analyze risks related to bias, confidentiality, and regulatory non-compliance
• Apply EU AI Act classifications and OECD guidance to AI-driven tax tools
• Recommend best practices for integrating agentic AI into client advisory services

Preparation

None