This webinar was held on Wednesday, September 3 at 2:00pm ET
Sponsor: Drake Software
Duration: 1 Hour
Participants will learn practical approaches for evaluating, implementing, and overseeing AI tools in a way that honors their ethical obligations to clients, the IRS, and the public. Real-world examples will help illuminate common risks in areas such as research, communications, privacy and professional judgment.
Ideal for CPAs, EAs, tax preparers, and advisors, this session offers the tools and insights needed to integrate technology responsibly and ethically into daily practice.
Learning Objectives:
- Recognize ethical challenges and responsibilities tied to AI adoption in tax and accounting
- Identify potential implications of Circular 230 to the use of AI and other technology choices
- Evaluate AI tools through ethical principles including confidentiality, due diligence, and informed consent
- Policy considerations for developing use cases for organizational use of AI
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Ethics |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | editor@cpapracticeadvisor.com |
Presented by:
John Sapp has served in a key role at Drake Software since 1995, including chief financial officer, chief revenue officer, and vice president of the Sales, Marketing, and Education divisions. Today, he is Brand Ambassador, helping shape the future and growth of one of the largest professional tax software companies in the nation.
John holds a Bachelor of Science in Accounting from Oral Roberts University and an Executive MBA from the University of Tennessee, and he has been a certified public accountant since 1989. As a CPA, John has considerable experience in public and private accounting for the technology industry.
Ann Campbell, CPA CIA, joined Drake Software in 2021 as a Senior Tax Software Trainer. She is a Certified Public Accountant licensed to practice in California and North Carolina with many years of experience as a tax preparer using Drake Tax®. Ann continues a specialized tax practice in California . Ann has previously worked as a CFO and Controller in various industries, and she was one of four finalists for the Plastics News CFO of the Year 2019 award. Ann is a graduate of the Wharton School at the University of Pennsylvania.
Moderated by:
Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.
Drake Software, a private company founded in 1977, provides software solutions to over 70,000 tax and accounting firms that file more than 36 million tax returns every year. Known for its award-winning customer service team, Drake Software is also consistently recognized for excellence in quality, value, and reliability.
CPA Practice Advisor 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 credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.
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