Gain a confident start with this 1-hour introduction to practical strategies for adopting AI tools in your tax practice.
This strategic session introduces Canadian tax professionals to the evolving role of artificial intelligence (AI) in tax planning, research and advisory services.
It highlights how AI is reshaping workflows and client engagement, while offering practical insights into areas where AI can deliver value.
The course also outlines key factors to consider when evaluating and implementing new technology tools in a tax practice and provides a high-level framework to support informed, future-ready decisions.
Note: Ethical considerations are covered separately in the companion course Demystifying AI for Accountants: Risks, Rewards and Ethics.
Topics discussed
- Tax in the World of AI and Automation
- Fundamentals of Technology Selection & Implementation
What’s Included
- 1-hour online pre-recorded webinar — presentation may be watched as many times as desired by the registrant and at any time, during the session dates
- 20+ slides of course material — the electronic PDF contains links to sources
- Handout - Technology, AI and Software Tools Referenced in the Presentation
Instructors
Joining Video Tax News for the first time, Gerry Anderson brings 35 years of experience in accounting, technology integration and tax strategy. As co-founder of Blue Canyon CPA, he champions smart, strategic adoption of technology in the accounting profession. He serves on CPA Ontario’s Small and Medium Practices Advisory Committee and contributes to CPA Canada initiatives. Focused on business process innovation and AI, Gerry offers a forward-looking perspective to this session.
He is joined by Caitlin Butler, a national presenter and tax specialist with extensive experience in education and owner-managed business advisory.
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Caitlin L. Butler CPA, CA
Caitlin is a tax specialist dedicated to the education of tax and financial professionals; focusing on personal and corporate tax matters for the owner-managed business person.
As a member of the Video Tax News Editorial Board, Caitlin regularly authors and edits multiple publications and presents courses to thousands of professionals annually. In addition, she authors and presents for various external organizations such as the Canadian Tax Foundation, The Centre for Public Legal Education and several CPA groups.
After spending many years working on numerous private company tax and assurance files at an international accounting firm in Vancouver, B.C., Caitlin has gained a deep appreciation of these areas. To maintain a solid practical base, Caitlin assists small to mid-sized accounting firms with tax matters.
Caitlin has completed CPA Canada’s three-year In-Depth Tax Course. She also holds a Bachelor of Science in Kinesiology.
Connect with Caitlin on LinkedIn
Gerry Anderson M.Sc., CPA, CMA
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Gerry Anderson is a seasoned accounting and finance professional with over 35 years of experience in business process optimization, technology integration and tax strategy. He serves on CPA Ontario’s Small and Medium Practices Advisory Committee, where he advocates for innovation, education, and operational excellence among smaller firms.
Gerry began his career in public accounting in 1986 and later held strategic roles in industrial engineering, technology, and finance with U.S. multinationals focusing on automation, cost control and productivity. Since returning to Canada in 2002, he has consulted across sectors including healthcare, transportation, retail, mining and the public sector.
In 2017, Gerry co-founded Blue Canyon CPA, a modern tax firm built around data-driven insights and scalable advisory services. He also contributes to professional initiatives with CPA Canada and continues to champion smart, strategic adoption of technology in the accounting profession.
PRICING AND VIEWING OPTIONS
Pre-Recorded Sessions
These valuable sessions are pre-recorded and the videos can be viewed at any time during your selected session dates. Enjoy the flexibility to break up the sessions as desired as well as to pause, rewind or skip ahead. You can view these videos as many times as required during the session periods.
- 24/7 access to the course portal during your session dates (select your 1-week session below)
- 1-hour online pre-recorded webinar – presentation may be watched as many times as desired and at any time, during the session dates
- Electronic textbook and material
- Online course quiz
- Professional development certificate (1-hour) pending successful completion of the quiz
DISCOUNTS
Early bird discount — Save $10/registrant by registering by July 18, 2025.
Group Registrations (4 or more) — Each additional registrant after the first three registrations will be $50 (a savings of $65 for each additional registrant). Additional registrants for the same session are accepted after the initial registration. The main contact from the initial registration must initiate and complete the order for additional registrants. Please contact the office via email if required (info@videotax.com).
TERMS AND CONDITIONS
Click here to review the standard Terms of Service.
Pricing
- $115 / registrant
- Registering more than 3 people? Register 3 and each additional registrant is $50.
Early bird discount — Save $10 by registering by July 18, 2025.
Related Courses
This session is the perfect starting point for understanding AI’s ethical dimensions and for beginning to use it with purpose and professionalism.