Beyond the Tipping Point: Insights from the 2026 AI Tax Research Solution Outlook
Date: August 19, 2026 at 12:00 PM Eastern
Presenter: Lara Bean - Blue J (Friends of TAG)
Special Format: 10 Minutes AI Roundtable Discussion Breakouts / 50 Minutes Presentation
Drawing on fresh data from Blue J and CPA.com’s 2026 AI Tax Research Solution Outlook Report, this session explores how accounting and law firms are shifting from trying AI to relying on it, and what this means for the future of professional services firms. From deepening client relationships to placing a greater emphasis on practitioner judgment, AI adopters are increasingly prioritizing human experiences and the uniquely human skills AI can’t replace. Hear from Lara Bean, Director of Partnerships at Blue J, on what these changes mean for your firm and gain practical strategies to make the most of your own AI transformation.
Learning Objectives:
Recall current adoption trends for AI-powered tax research tools
Define the motivations and benefits of adopting AI-powered tax research
Understand how AI invites new ways of working and how to adapt accordingly
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