1. Turning technology gains into client value

Format/date: Tax Section Odyssey podcast, 27 August 2026. Who: Brian Davis, identified by the publisher as owner of One Stop CPA. Link: Tax Section Odyssey — Turning technology gains into client value, 27 August 2026

The publisher describes a discussion of using technology to create advisory capacity, choose suitable clients and provide value beyond compliance. For a buyer, the useful angle is whether efficiency becomes more attention and better decisions, rather than simply faster production of reports.

Take to your adviser: ask what additional service the firm can now deliver, how often it will occur and what evidence you will receive. Request an example of a technology-enabled workflow ending in a reviewed business decision.

Best fit: agency founders and finance leads evaluating virtual advisory. Limit: a practice-management discussion does not substantiate your likely tax reduction. The questions above are this desk’s application, not attributed speaker advice.