Area of Focus Sessions

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
  • Define the competitive advantage AI-powered tools are creating for firms
  • Understand how AI invites new ways of working and how to adapt accordingly
Date/Time
–
CPE Credits
1.0
NASBA Field of Study
Taxes
Level
Basic/beginner – (0-2 years in the profession)
Advanced Preparation
None
Session Tags
Tax Strategies for the High-Income Individual
Speakers
Image of April Walker

April Walker

CPA, CGMA
Senior Manager — Public Accounting (Tax Practice & Ethics)
AICPA & CIMA
Image of Kevin Sickels

Kevin Sickels

CPA
Tax Partner
Ketel Thorstenson, LLP

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