Smart Planning with AI: Real-World Strategies with Chris Benson

Artificial intelligence is transforming how CPA financial planners approach research, analysis, and communication. In this episode, Chris Benson shares how he moved from curiosity to confident integration of AI in his daily practice.

He explains how AI helps him generate first drafts of client communication, brainstorm planning strategies, and reduce research time from hours to minutes. Chris also provides a balanced perspective on data privacy, compliance risks, and how planners should evaluate new tools without getting distracted by every new release.

Whether you are just beginning to explore AI or already incorporating it into your workflows, Chris's insights will help you find practical, responsible ways to harness the power of AI in your practice.

Topics Covered

• How to begin experimenting with AI as a CPA financial planner
• The role of AI as a research assistant, communication partner, and brainstorming tool
• Time-saving examples from client questions, financial modeling, and planning scenarios
• Risks related to privacy, cybersecurity, and client impersonation
• Cautious evaluation of emerging AI tools and what to look for in early demos
• A realistic forecast for how AI may be embedded in future tax and planning software

AICPA Resources:

Upcoming webcast: AI & Technology updates for PFP

Resources: AI Tax Resource Center

Empowering tax professionals with AI

Leveraging Generative AI

Business in the age of AI

Getting started with generative AI/ChatGPT

This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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