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Wednesday, July 24  |  2:50 p.m. - 4:30 p.m.  |  Concurrent Session

Machine Learning for Small Business Tax Planning

2 CPE for AFSP, EA, CPA, CRTP      

Machine learning, the concept of using patterns in data to predict future outcomes, can be directly applied to improving tax planning efforts for your small business clients. In this session, we’ll walk through how to use existing tax data, apply new tax regulations and design complex tax strategies clients will pay top-dollar for. Then, using AI, we will convert those plans into easy-to-execute checklists to guide your clients to success. This session will include hands-on application of the concepts covered. 

Objectives
Upon completion of this session, you will be able to:

  • Understand machine learning and the steps to build a basic machine learning model 

  • Apply a basic machine learning model to historical data to predict tax savings 

  • Design a tax plan from predictive results and calculate potential savings 

  • Convert a complex tax plan to an executable to-do list using AI 

CPE information
Duration: 100 minutes
Course level: Basic
Prerequisite: None
Advanced preparation: None
Delivery method: Group Live

Brad Messner

Owner of M & J Tax Service

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