Navigating the Next Wave of AI in Tax Research

Artificial intelligence is evolving from an emerging trend to a critical driver of change in tax research. As adoption accelerates, new capabilities are reshaping how practitioners access insights, interpret complex issues and provide advice to clients. At the same time, regulatory bodies and standard setters are beginning to respond to AI’s growing role, influencing how technology will be deployed in the years ahead.

This session will go beyond today’s tools to examine the next generation of AI innovation, its expected impact on tax research and key considerations as we approach 2026. Participants will gain a forward-looking understanding of how AI may alter professional standards, research methodologies and the competitive landscape.

Whether you’re advancing adoption or planning strategically, this discussion will prepare you to anticipate and adapt to a changing environment.

Learning objectives:

1. Explore how AI is revolutionizing tax research methodologies and practitioner workflows.
2. Identify the potential impact of AI on professional standards, compliance, and advisory services.
3. Apply strategies to anticipate, adapt, and stay competitive in a changing tax technology landscape.

Note: This on-demand webinar does not offer CPE credit.

1 hour