Webinar
From Research to Revenue: Elevating Tax Advisory with AI-Powered Insights
Tax professionals are under increasing pressure to deliver faster, smarter, and more strategic insights to their clients. Generative AI is opening new pathways to transform tax research into a true growth driver for advisory services.
Join Michael Cerami, EVP of CPA.com, as he moderates a lively discussion with Brian Davis, CPA, CEO of One Stop CPA, and Mat Armstrong, VP of Customer Success at Blue J. Together, they’ll explore how AI-powered tax research tools are enabling firms to move beyond compliance and toward high-impact advisory.
You'll hear directly from Brian about how his firm uses tax research AI to perform efficient, verifiable research, deliver strategic advice, and drive revenue growth by successfully upselling clients into higher-value services. Plus, get a firsthand look at Blue J in action during a live demonstration.
Learning Objectives:
- Identify the key challenges and opportunities presented by AI in tax research.
- Apply AI-powered tools to conduct accurate and efficient tax research.
- Demonstrate how to leverage AI-generated insights to enhance tax advisory services.
- Evaluate the benefits of integrating generative AI into tax workflows to enhance efficiency, expand capacity, and improve client service.