Episode Details

Align your compass to the year ahead. In this episode, April Walker brings tax leaders together to share intentional, practical ways to run a better practice, focusing on advisory-first mindsets, using artificial intelligence (AI) with a purpose, collaboration around new legislation and sustainable operating rhythms.

What you'll learn from this episode: 

• How to prioritize client outcomes and reinvest tech-enabled time into higher-value conversations
• Using AI with purpose — concrete use cases, role-based workflows and "AI stacking" for research, communication and tools
• Why we need to be ready for digital asset taxation with Form 1099-DA on the way
• How to be intentional with your operations — creating boundaries, systems and prioritizing consistency over intensity 

AICPA resources

-          Tax Section landing page

-          Tax Section news and member FAQs