The shift to advisory and new AI tax research insights — July 9
Summary
Hosts Eric Auskerson and Mark Peterson discuss political updates on the midterm election, potential government shutdowns, and tariff refund processes. Ben Arry and Brandon Alfrey analyze AI’s rapid adoption in tax research, highlighting shifts toward value-based billing and advisory services. Daniel Hoff provides technical updates on IRS guidance regarding AI use, digital asset reporting, and penalty exemptions.
Topics discussed
Introduction and agenda overview
Midterm election outlook and government shutdown risks
USMCA review and Supreme Court tariff refund ruling
Defense authorization bill and partnership payment issues
AI adoption in tax research and firm efficiency
Shifting from hourly to value-based billing models
Blue Jay academic program and AI roadmap
IRS technical updates: refunds, digital assets, and AI guidance
Moving from compliance to advisory mindset
Closing remarks, resources, and future events
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