Live Webinar
AI, Cybersecurity, and Tax Compliance: What CPAs Must Know Now
Time: 1pm – 2pm ET
Date: Friday, September 26, 2025
Should accounting firms be using Chat GPT?
Are public cloud applications safe?
What risks do AI hackers pose to firms and clients?
These are some of the key questions that are facing tax and accounting professionals as artificial intelligence (AI) is rapidly reshaping workflows, data security, compliance requirements and client relationships. The time is now to understand how to respond to the AI and technology revolution happening in the tax and accounting profession. This expert panel will help you identify and understand the critical issues and how to chart your action plan to address them.
Tax representation attorney and expert Eric Green shares his perspective on how AI is already transforming tax resolution and preparation across the profession and the IRS itself—and why now is the time to advance your cybersecurity protocols and tech tools for the protection and progress of your firm and your clients.
Luke Kiely, Chief Information Security Officer at ComplyWise online, will walk attendees through real-world cyberattack scenarios related to AI and other technologies along with actionable strategies for safeguarding taxpayer data. He’ll highlight the most common vulnerabilities in small and mid-sized firms and share practical steps for building a resilient cybersecurity posture.
Chris Farrell, co-founder of Liscio, will provide a deep dive into the AI and data security trends related to AI-enhanced tools that support compliance with IRS and FTC data protection standards.
Learning Objectives:
- Understand how AI is currently being used in tax preparation and resolution and what the risks are for firms using public-facing technologies and common accounting applications.
- Identify key vulnerabilities and cybersecurity risks in accounting firms when using public LLMs like ChatGPT and other popular AI tools and what your firm should be using instead to reduce IRS compliance and FTC safeguard risks.
- Evaluate best practices for secure data handling and technology usage as you position your firm for growth by embracing automation and advisory services.
Learn how your firm can use technology to improve efficiency, reduce friction, and build client trust—without compromising security.
Who Should Attend:
CPAs, EAs, tax attorneys, firm owners, and compliance officers seeking to modernize their practices while staying ahead of regulatory and security risks.
Register for the Webinar!
Please use the form below.
Meet the Speakers
Eric Green – Attorney and Founder, Tax Rep Network
Attorney Eric L. Green is a practicing tax attorney, author, speaker, and coach. He founded Tax Rep LLC which runs the popular tax representation practice-growth training and coaching program Tax Rep Network. Through his role as the primary instructor and coach at Tax Rep Network, he has helped thousands of accountants start and grow successful tax representation practices.
Eric is a partner and founder of law firm Green & Sklarz LLP, which is based in New Haven, Connecticut, where his focus is taxpayer representation before the IRS, Department of Justice Tax Division and state departments of revenue. Prior to becoming an attorney, Eric served as a senior tax consultant for national and international accounting firms, including KPMG and Deloitte & Touche.
Eric developed a national reputation by building a remarkable record of negotiating favorable settlements in thousands of civil cases against government agencies and has also been able to convince government agents and attorneys to forgo criminal charges and civilly resolve many cases.
Luke Kiely, Chief Information Security Officer – Founder of ComplyWise
Luke is a Chief Information Security Officer with a background in law enforcement, including experience in overt and covert operations, serious and complex investigations, and cybercrime.
As an Information Security Protection practitioner, he possesses a diverse skill set encompassing cybersecurity, data protection, security operations, threat intelligence management and development, threat/risk/harm management, operational planning and incident management. He has worked in cross-functional teams, leading strategic programs and initiatives that deliver both leadership and collaboration.
Luke has implemented numerous information security and privacy frameworks across a variety of regulatory industries and countries. His deep understanding of international compliance requirements results in security strategies that meet the unique demands of diverse legal landscapes.
Chris Farrell, CPA – Founder of Liscio
Chris Farrell, CPA is cofounder of Liscio, Inc. and serves as its Chief Executive Officer. Chris has more than 25 years of experience in the accounting, finance and software industries. Prior to Liscio, he co-founded and led SpringAhead and Tallie where he served as Chief Executive Officer.
He also served as the Chief Financial Officer of Occam Networks, the Corporate Controller of C-Cube Microsystems and as an auditor for Arthur Andersen. He holds a Masters degree in Business Administration from UCLA’s Anderson School of Management and received his CPA license in California.
Education Information
Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Live Webcast
Field of Study: Taxes
CPE: 1 hour (Taxes)
IRS CE: 1 hours (Taxes)
Program Number: ZDZJI-T-00017-25-O
Title: AI, Cybersecurity, and Tax Compliance: What CPAs Must Know Now
Green & Sklarz, LLC is the sponsoring organization for Tax Rep LLC’s CPE programming. Green & Sklarz, LLC is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing 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. Green & Sklarz, LLC’s NASBA sponsor number is 132892.
Other Information
- Cancellation Policy: If you find you cannot make the program after registering, please contact our office by email (team@taxrepllc.com) and let us know you will be unable to make the program. Cancellation Deadline is September 26, 2025.
- Concerns or Complaints: If you have suggestions or concerns about anything in the program or the materials, please direct them to team@taxrepllc.com.
- CPE Credits & Field of Study: Recommended 1 CPE Credit Hour in the Field of Taxation. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
