Embark on a cutting-edge journey as we explore the fascinating realm of Generative AI and its potential impact on tax practice. Generative AI utilizes advanced algorithms to autonomously generate content, analysis, and insights, opening new possibilities for tax. Tax professionals must stay ahead of the curve and adapt to the dynamic landscape in an industry marked by constant change and evolving regulations. Our conversation offers a deep dive into the exciting capabilities of Generative AI and how it can transform how tax practice functions, fueling innovation, efficiency, and adaptability. Now, all companies (large and small) are faced with the question of how to incorporate and leverage Generative AI to assist with their daily tax function.
Join Kevin M. Jacobs and Cody Dixon, Managing Directors at Alvarez & Marsal Tax, and Kevin DeYoung, Sales & Business Development Manager at Wolters Kluwer for an essential Virtual Coffee Talk in which attendees will hear about the various applications of Generative AI to aid in companies’ tax compliance.
Learning Objectives:
Wolters Kluwer Tax & Accounting
Lead Project Manager
As a Corporate Research Field Sales Representative for Wolters Kluwer Tax & Accounting, Kevin has primary responsibility for driving profitable sales growth in an assigned territory that meets or exceeds sales goals. The products sold are CCH tax, accounting, and audit research product lines. Activities include learning and staying informed on the complex and comprehensive Tax & Accounting research product lines; learning and following a comprehensive sales process (including cold calling); updating and managing sales pipeline information for an assigned list of accounts; managing time and resources effectively; representing Wolters Kluwer within the industry and territory; and contributing to the sales planning and forecasting activities.
Alvarez & Marsal Holdings LLC
Managing Director
[email protected]
(212) 759-4433
Prior to joining A&M, Mr. Jacobs was a Senior Technician Reviewer (TCJA) with the IRS Office of Associate Chief Counsel (Corporate) for more than six years, where he advised on tax issues such as corporate re-organizations and corporation-shareholder issues, earning and profits, recovery and allocation of stock basis, liquidations, redemptions, bankruptcies, spin-offs and consolidated returns.
While with the IRS, Mr. Jacobs was the principal Associate Chief Counsel (Corporate) attorney on several regulatory projects including the proposed section 382(h) regulations on built-in gains and losses, the global intangible low-taxed income regulations, and debt-equity regulations. He provided substantial contributions to other guidance projects such as the limitation on interest deductions regulations, and assisted in overseeing the Corporate Division’s response to TCJA, including the coordination with Treasury’s Offices of Tax Legislative Counsel and International Tax Counsel. Previously, Mr. Jacobs spent more than nine years at law and certified public accounting firms (Ropes & Gray LLP, Latham & Watkins LLP, Dewey Ballantine LLP and Arthur Andersen LLP).
Mr. Jacobs earned a bachelor's degree in accounting, a master’s degree in accounting (taxation concentration), a JD (magna cum laude) from the University of Florida and an LLM in taxation from New York University. He is admitted to the District of Columbia and Florida Bars and is a licensed Certified Public Accountant (CPA) in Florida and Colorado. Mr. Jacobs is a member of the American Bar Association and the New York State Bar Association. He is a frequent speaker on numerous corporate transaction tax matters.
Alvarez & Marsal Holdings LLC
Managing Director
[email protected]
(214) 862-8627
Cody Dixon is a Managing Director with Alvarez & Marsal Taxand, LLC in Dallas. He brings more than 16 years of experience helping clients design and implement tax technology solutions. Mr. Dixon has extensive experience delivering tax technology solutions. He has helped clients across different industries design and build tax technology solutions to automate key tax functions.
Mr. Dixon specializes in extracting data from ERP systems such as Oracle and SAP to transform them for tax. He has a wide range of experience developing technology solutions for fixed assets to logistics and supply chain management.
Prior to joining A&M, Mr. Dixon spent more than a decade with PricewaterhouseCoopers in Dallas, serving most recently as Tax Director and leading a tax technology consulting and software development team that focused on tax depreciation and fixed assets solutions. Mr. Dixon earned a BBA from Texas Tech University. He is also certified as an Oracle PL/SQL developer.