The shift to advisory and new AI tax research insights — July 9
Summary
This AICPA Town Hall covers political impacts on tax policy, including potential government shutdowns and tariff refunds. Experts discuss the rapid adoption of AI in tax research, highlighting shifts toward value-based billing and advisory services. The session also features technical updates on IRS guidance for AI use, digital asset reporting, and new penalty exemption programs.
Topics discussed
Introduction and 4th of July celebrations
Midterm election outlook and government shutdown risks
Tariff refunds and defense authorization bill impacts
AI adoption in tax research and billing models
Resources and closing remarks on AI segment
Technical update: IRS refunds, digital assets, and OPR guidance
Moving from compliance to advisory mindset
Special guest appearance and final resource updates
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