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Future of Tax Research with AI

Andrew Reiter Senior manager - state and local tax, Blue J

Generative AI-powered tax research is already transforming the way tax practitioners work. From automating routine tasks to supporting complex tax decision-making, AI can enhance productivity and accuracy across workflows. At the same time, the technology behind these solutions is also rapidly changing. In this session, we’ll explore the evolution of generative AI for tax research, examining how this technology has reached where it is today, where it’s headed next and how the role of tax practitioners is likely to evolve alongside AI-powered solutions.

This session is sponsored content by Blue J.

Objectives

Upon completion of this session, you will be able to:

  • Distinguish what AI can and cannot do for tax research today, and how human expertise complements AI
  • Identify the productivity, accuracy and efficiency gains already being realized through generative AI
  • Understand how AI is changing the roles of tax professionals and what the “hyper-augmented” practitioner means for the future

CPE

Governing body CPE credits Designation Field of study
IRS 0 AFSP N/A
IRS 0 EA N/A
NASBA 1 CPA Information Technology
CTEC 0 CRTP N/A
CFP Board 0 CFP® N/A

Details

Duration: 50 minutes
Course level: Overview
Prerequisite: None
Advanced preparation: None
Delivery method: Group Live

Feel the sizzle of what’s next.