TAX2620. Beyond the Tipping Point: Insights from the 2026 AI Tax Research Solution Outlook

AI-powered tax research has evolved from an experiment to an essential part of tax practitioners’ workflows. At the same time, this technology is also reshaping the role of those practitioners and the future of their firms. Drawing on fresh data from Blue J and CPA.com‘s 2026 AI Tax Research Outlook Report, this session explores trends in AI-powered tax research adoption, the advantages this technology poses over legacy tools, and how AI-powered tax research is fundamentally transforming the way tax experts work.

Learning Objectives:

• Recall current adoption trends in AI-powered and legacy tax research tools.
• Identify the competitive advantages AI-powered tax research tools are creating for firms.
• Recognize how AI-powered tax research is changing the way tax professionals work and how firms are adapting.