CORAL GABLES / SOUTH DADE ESTATE PLANNING COUNCIL

Join us for an in-person Breakfast Meeting!

Networking opens at 8:30 a.m. for networking and mingling.
Our breakfast buffet and featured presentation will begin promptly at 9:00 a.m.

Rafaela Vianna

Beth E. Spickler

SPONSORED BY:

ADDITIONAL INFORMATION

Learning Objectives

Instructional Delivery Method: Group Live

CLE Credit: 1 hour

CPE Credit: 1 hour

Field of Study: Taxes

Program Level: Update

Prerequisites: Basic understanding of AI and Taxes

Advance Preparation: None

Registration: https://www.coralgablesepc.org/events/event/28542

Cost: Free for members; $40 for non-members

Program Description

Join us for an engaging discussion on Leveraging AI in Legal, Tax, and Fiduciary Practice: Ethical Considerations and Best Practices, led by two experienced professionals. This presentation will examine real-world applications of AI in legal, tax, and fiduciary work, along with the ethical challenges these technologies present. Topics will include data security, client confidentiality, supervision, bias, and best practices for adopting AI in a compliant and effective manner.

Learning Objectives

• Understand core ethical duties when using AI in legal, tax, and fiduciary work.
• Identify risks and limitations of AI tools and how to mitigate them responsibly.
• Apply best practices to integrate AI safely and effectively into professional workflows.

Administrative Policies

Refund/Cancellation Policy: No refunds for cancellations after April 8, 2026.

Complaint Resolution Policy: For concerns regarding the program, please contact the Program Chair at info@coralgablesepc.org.

Attendance Requirements: Participants must sign in and remain for the full session to receive CLE credit.

NASBA Sponsor Statement

Coral Gables Estate Planning Council 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 web site: www.nasbaregistry.org.

See Upcoming Event Calendar