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Tax Practice Quarterly: Navigating Tax Tech Innovations in 2026
Webcast

Tax Practice Quarterly: Navigating Tax Tech Innovations in 2026

Explore 2026 tax tech trends and learn how to adopt tools, manage cyber/vendor/artificial intelligence (AI) risks and strengthen data protection using AICPA resources.

$0 - $149
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

Date

Jun 02, 2026

NASBA Field of Study

Taxes

Level

Update

CPE Credits

2

Instructor

Paul M. Perry, Wesley Hartman

Availability

Product Number

WC4977677

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 Business & partner 
Product Details

As tax technology evolves, firms must keep pace with innovation while managing cybersecurity, vendor and AI-related risks. This webcast explores the technologies shaping tax practice in 2026 and provides practical guidance on adopting new tools, strengthening data protection, and using AICPA resources to support implementation.

Key Topics

  • Tax technology innovations driving change
  • Cybersecurity fundamentals for tax practices
  • Written Information Security Programs (WISPs)
  • Vendor management and third-party risk
  • AI in tax practice: current opportunities and risks
  • Future trends in tax technology and data protection

Learning Outcomes

  • Identify emerging technologies affecting tax practice workflows and service delivery
  • Determine how to evaluate and incorporate new technologies into firm processes
  • Recognize key cybersecurity, vendor management, and data protection considerations tied to technology adoption
  • Assess how AI and other innovations may influence future tax compliance and advisory services
  • Use AICPA resources to support technology, security, and governance needs within their organization

Who Will Benefit

  • Large businesses
  • Large firms
  • Medium firms
  • CPAs
  • Tax professionals
  • Small firms/sole practitioners
  • Small/medium businesses

PCPS members save 20%:

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here

Credit Info
CPE Credits
2
NASBA Field of Study
Taxes
Level
Update
Prerequisites
Basic knowledge of technology used for tax compliance and planning engagements.
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
2 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
$149.00
AICPA Members
$125.00
CIMA Members
$125.00
PFP Section Members
$100.00
Tax Section Members
$0.00

Group ordering for your team

2 to 5 registrants

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6+ registrants

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US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Paul M. Perry
CPA, CITP, CISM
Paul Perry joined Warren Averett in 2004 and serves as practice leader of the firm’s Risk Advisory & Assurance Services Group. Paul and his team focus on cybersecurity, ESG/sustainability, information technology-related projects, risk assessments, internal controls, internal audit and control-related projects, including SOC engagements. Paul also leads the firm’s Data Analysis Group—a team that provides data analysis solutions to both internal and external clients. Previously, Paul spent over 11 years as a financial statement auditor across various industries. Paul holds the Certified Information Technology Professional (CITP) certification, awarded to CPAs who possess both technology and business expertise. He is a thought leader, published columnist and performs 20+ presentations a year on technology and control-related topics to a wide variety of groups across the U.S. and Canada.
Wesley Hartman
Wesley Hartman is the Founder of Automata Practice Development. Automata is a managed automation service provider that specializes in building automations to alleviate pain points of the accountant. Additionally, he will consult on a firm's processes and tools to help them implement and streamline their automation initiatives. He will consult with vendors on the direction their applications should take and how their application can be integrated with other applications in the accounting space. He occupies a unique position by being a computer engineer who worked on autonomous vehicles and worked for an accounting firm managing their technology. Before starting a software development business, he was the Director of Technology at public accounting firm for 15 years and has worked with information technology within the financial services industry since 2005. Wesley's strengths include introducing technology into a firm's existing processes to make them more efficient and analyzing data patterns to streamline the movement of information in systems. One of his focuses has been to implement automation to create data bridges between software packages. Wesley earned his bachelor's degree in Computer Engineering from California State University, Northridge. He is married and enjoys hosting a yearly Halloween haunted house for his local community, as well as training in Aikido.
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