We’ve Seen This Before: How History Informs the AI Shift in Tax

About Event

Join us to learn how AI is shifting tax work away from mechanical prep and toward the higher-value advisory work clients pay most for.

We’ll cover what the same disruption looked like for financial advisors in the mid-2000s, when automation absorbed the routine work and advisors moved up into planning, strategy, and deeper client relationships.

You’ll also walk away with practical ways firms can trade prep hours for advisory hours, build new service lines, and move up the value chain over the next 12 months.