MYCPE ONE

Figuring Out: AI, Tax, and the Future of Accounting | Podcast #54 0.5 Credit

Figuring Out: AI, Tax, and the Future of Accounting | Podcast #54 0.5 Credit

  • Rating

    4.7

  • Published on

    October, 2025

  • Subject Area

    Information Technology

Select your learning mode

  • Watch the podcast
  • Listen to the podcast
  • Take the assessment test
  • Get your certificate

Access to this course is included with a MYCPE ONE subscription.

See how subscription works

Learning Objectives

  • Discuss how AI is transforming the tax profession. 
  • Identify misconceptions about AI among accounting professionals. 
  • Analyze how AI helps address the talent shortage. 
  • Explain how technology reshapes career growth for young accountants. 
  • Explore ethical and regulatory implications of AI adoption.

Course Overview

In this eye-opening Episode, technology strategist Leroy Kerry dives into how artificial intelligence is redefining the future of tax and accounting. As automation accelerates and agentic AI gains traction, many professionals are asking: Will AI take over, or take us higher? This Episode explores that question head-on, offering a grounded look at the realities, risks, and rewards of integrating AI into tax practice. 

Leroy unpacks how AI is solving real pain points, from the growing talent shortage to inefficiencies that drain productivity and profits. You’ll discover how firms can use intelligent systems to enhance accuracy, accelerate workflows, and attract new generations of talent to the profession. The discussion goes beyond buzzwords, showing how human expertise and AI can work hand in hand to create smarter, more resilient firms. 

Major Topics: 

  • AI Disruption in Tax 
  • Agentic AI Concepts Explained 
  • Solving the Talent Shortage 
  • Future-Ready Accounting Careers 
  • Ethical and Regulatory Outlook

Through forward-looking insights, you’ll explore what the next 15 years might look like for accountants and tax advisors how education, ethics, and regulation must evolve, and how to stay competitive in an AI-powered economy. Join this conversation to gain practical, actionable strategies for leading confidently through the biggest technological shift in accounting history. 

For more CPE Artificial Intelligence Courses, Click here.

On Demand Credits for All Qualifications

License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 0.5 CPE Approved
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 0.5 CPE Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 0.5 CPE Eligible
Information Technology for Maine Licensed Public Accountant (ME-LPA) 0.5 CPE Eligible

Additional Information

Credits

0.5

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC 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: www.nasbaregistry.org.

About Experts

Leroy Kerry

Leroy Kerry

Co-Founder & CEO, Filed

  • 4.7
  • rating
  • rating
  • rating
  • rating
  • rating

Leroy Kerry is the co-founder and CEO of Filed, the AI tax preparation platform designed to boost offshore team quality and free onshore teams for higher-value work. With a background in SaaS startups and fintech, Leroy built Filed to address urgent labor shortages in the accounting profession. Filed automates the most tedious aspects of return prep, helping firms deliver faster, higher-quality service and adapt to evolving staffing challenges.


Filed's technology slots directly into firms’ existing workflows, using AI trained specifically for tax work to read documents, apply company-specific strategies, and manage data entry. Leroy's vision for Filed is long-term transformation: to become the foundational AI infrastructure for the tax industry, supporting everything from client collaboration to document management and audit preparation.

Saulsony

Saul Sony

Director, MYCPE ONE

  • 5
  • rating
  • rating
  • rating
  • rating
  • rating

As Director – Partnerships, Content Strategy, and M&A Advisory, I drive growth at the intersection of education, strategic alliances, and transaction advisory within accounting and professional services.

I partner with thought leaders, firms, and content creators to build high-impact collaborations and deliver compliance-ready content that helps professionals educate, influence, and scale on the MY-CPE ONE platform. I work closely with CPA and accounting firm owners to support MYCPE ONE's inorganic growth strategy identifying the right partners and aligning them toward shared goals.

In the M&A and advisory space, I work closely with private equity firms, accounting leaders, and advisors to create educational resources that support practice growth, succession planning, and deal execution. Through podcasts, webinars, and curated learning experiences, my goal is to enable smarter dealmaking and build stronger professional alignment. I work with CPA and Accounting Firm owners to collectively help MYCPE ONE's inorganic growth plans.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent (76%)

Very Good (24%)

Average

Poor

Terrible

MT

Monica Taylor, CPA (US)

5

Great insights on the use of AI in tax work and how Accountants can find value and maintain control of data while using AI.

JB

Julie Ballato, EA

5

Interesting

Figuring Out: AI, Tax, and the Future of Accounting | Podcast #54

Inclusions

  • Multiple Credits

    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker

    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault

    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders

    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access

    Mobile App Access

    The MYCPE ONE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support

    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

All Podcasts are included under the Individual Subscription

Get Started with Unlimited Learning

Select your plan, complete your payment, and access a world of knowledge.

Get Started Today

Start your journey towards learning and compliance.

card

$299$199 For 12 Months

Your information is securely encrypted using SSL

Get Started Today

Click Here

More Reasons to Subscribe

  • true true

    80% of Content Rated 4.5+ Stars

    High-quality content rated by professionals.
  • true true

    4X More Content at 1/3rd the Price

    Serious value compared to your regular provider!
  • true true

    Non-Sponsored Content

    Purely educational, unbiased content for your learning.
  • true true

    Monthly & Quarterly Updates

    Keeping you ahead of trends and changes.
  • true true

    Podcasts with Industry Leaders

    Learn and Earn CPE from experts on the go.
More Reasons