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DTSTART:20260409T123000Z
DTEND:20260409T140000Z
LOCATION:The Palace Coral Gables  One Andalusia Avenue, Coral Gables, FL 33134
UID:2854220260409T123000ZApril Breakfast Meeting: Leveraging AI in Legal, Tax, and Fiduciary Practice: Ethical Considerations and Best Practices
DTSTAMP:20260712T045328Z
DESCRIPTION:\nJoin us for an in-person Breakfast Meeting!\n \nNetworking opens at 8:30 a.m. for networking and mingling.\n Our breakfast buffet and featured presentation will begin promptly at 9:00 a.m.\n \nRafaela Vianna\n \n\n \nBeth E. Spickler\n \n\n \n \n \nSPONSORED BY: \n \n \n[](https://premierhcservices.com/)\n \nADDITIONAL INFORMATION\n \nLearning Objectives\n \nInstructional Delivery Method: Group Live\n \nCLE Credit: 1 hour\n \nCPE Credit: 1 hour\n \nField of Study: Taxes\n \nProgram Level: Update\n \nPrerequisites: Basic understanding of AI and Taxes\n \nAdvance Preparation: None\n \nRegistration: https://www.coralgablesepc.org/events/event/28542\n \nCost: Free for members; $40 for non-members\n \nProgram Description\n \nJoin 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.\n \nLearning Objectives\n 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. \nAdministrative Policies\n \nRefund/Cancellation Policy: No refunds for cancellations after April 8, 2026.\n \nComplaint Resolution Policy: For concerns regarding the program, please contact the Program Chair at info@coralgablesepc.org.\n \nAttendance Requirements: Participants must sign in and remain for the full session to receive CLE credit.\n \nNASBA Sponsor Statement\n \nCoral 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.](https://www.nasbaregistry.org./)\n \nSee [Upcoming Event Calendar](https://www.coralgablesepc.org/events)\n \n \n
SUMMARY:April Breakfast Meeting: Leveraging AI in Legal, Tax, and Fiduciary Practice: Ethical Considerations and Best Practices - Coral Gables / South Dade Estate Planning Council 
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