AI & the tax profession
How artificial intelligence is reshaping where tax practitioners add value.
My AML program is no longer just a document. It is becoming part of how my practice operates.
Turning a practice AML program from a static manual into a working system — using a private, self-hosted AI Compliance Manager to apply my own procedures, with client privacy, oversight and professional judgement kept firmly in place.
I do not think AI will follow the Google and Meta playbook
AI embedded in financial platforms is moving closer to decisions, not just data — which makes the real question one of governance, not advertising.
AI Will Not Replace Tax Practitioners, But It Will Change What Makes Them Valuable
As AI takes over recall and first-pass analysis, the value of a tax practitioner moves from knowledge toward judgment, design and governance.