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

Overview

Drawing on fresh data from Blue J and CPA.com’s "2026 AI Tax Research Solution Outlook Report," this session explores how accounting firms are shifting from trying AI to relying on it, and what this means for the future of the profession. From deepening client relationships to placing a greater emphasis on practitioner judgment, AI adopters are prioritizing human experiences and the uniquely human skills AI can’t replace. Hear what these changes mean for your firm, and gain practical strategies to make the most of your own AI transformation.

Speaker 

Ankit Dhawan, Partnerships Manager, Blue J

Ankit Dhawan is a Partnerships Manager at Blue J, where he leads strategic relationships with national tax associations, accounting networks, and technology partners to expand the reach and impact of Blue J’s AI-powered tax research platform.

Highlights

• Understand the current state of AI adoption in tax research and how firms are moving from experimenting with AI to integrating it into everyday workflows.
• Identify the key motivations and benefits driving AI adoption, including greater efficiency, enhanced client service, and more time for higher-value work.
• Explore how AI is reshaping the role of tax professionals, with increased emphasis on practitioner judgment, critical thinking, and uniquely human skills.
• Recognize opportunities to use AI to strengthen client relationships while keeping professional expertise and human judgment at the center.

Prerequisites

None

Designed For

Objectives

Upon completion of this session, participants will be able to:

• Recall current adoption trends for AI-powered tax research tools.
• Define the motivations and benefits of adopting AI-powered tax research.
• Understand how AI enables new ways of working and how to adapt accordingly.

Preparation

None

Notice

FICPA Webinars are presented virtually. 
 
Our Webinars include a live presentation with speaker audio, video and PowerPoint presentation.  Attendees can ask questions. The presenter(s) will repeat questions to share with all attendees and answer questions as time allows. Individuals can also reach out to the presenter directly via email after the event.

For more information feel free to call the FICPA Member Service Center at 800-342-3197.