Artificial intelligence is changing the way tax professionals research, analyze, communicate and manage client work. The question is no longer whether AI will affect the profession, but how quickly, how deeply and what tax professionals should do now to prepare.
This session brings together industry leaders for a practical conversation about the current and future impact of AI on tax practice. Panelists will explore how AI is being used today, where adoption is accelerating and what emerging changes may mean for tax preparers, client service, workflow efficiency and professional judgment.
This is not a product demonstration or technical training. It is a forward-looking discussion focused on the practical implications of AI, the risks, and responsibilities tax professionals should understand and the questions every firm should be asking as the technology continues to evolve.
Objectives
Upon completion of this session, you will be able to:
- Describe current uses of AI in tax and accounting workflows, including research, analysis, automation and client communication
- Identify emerging trends shaping AI adoption in tax practice, including workflow integration, automation and changing client expectations
- Recognize how AI may affect the role of tax professionals, including efficiency, service delivery, staffing and professional judgment
- Evaluate key considerations related to accuracy, oversight, data protection and trust when using AI in tax work
- Identify practical steps tax professionals can take to prepare their practices for continued AI-related change
