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.

Caitlin L. Butler CPA, CA
Gerry Anderson M.Sc., CPA, CMA

PRICING AND VIEWING OPTIONS

Pre-Recorded

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
Investment: $115/registrant less applicable discounts

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.

View Upcoming Dates

Related Courses

Demystifying AI for Accountants: Risks, Rewards and Ethics

This session is the perfect starting point for understanding AI’s ethical dimensions and for beginning to use it with purpose and professionalism.

Upcoming Sessions

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Canada-wide
Online Pre-recorded
Jul 09, 2025 - Jul 15, 2025
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Pre-Recorded
Canada-wide
Online Pre-recorded
Jul 09, 2025 - Jul 15, 2025
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Canada-wide
Online Pre-recorded
Jul 16, 2025 - Jul 22, 2025
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Jul 16, 2025 - Jul 22, 2025
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Canada-wide
Online Pre-recorded
Jul 23, 2025 - Jul 29, 2025
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Jul 23, 2025 - Jul 29, 2025
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Online Pre-recorded
Jul 30, 2025 - Aug 05, 2025
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Jul 30, 2025 - Aug 05, 2025
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Online Pre-recorded
Aug 06, 2025 - Aug 12, 2025
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Aug 06, 2025 - Aug 12, 2025
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Online Pre-recorded
Aug 13, 2025 - Aug 19, 2025
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Aug 13, 2025 - Aug 19, 2025
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Online Pre-recorded
Aug 20, 2025 - Aug 26, 2025
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Aug 20, 2025 - Aug 26, 2025
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Canada-wide
Online Pre-recorded
Aug 27, 2025 - Sep 02, 2025
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Online Pre-recorded
Aug 27, 2025 - Sep 02, 2025
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