4. Unlocking the future of tax research with AI

Format/date: Tax Section Odyssey podcast, 21 August 2025. Who: Benjamin Alarie of Blue J and Ashley Francis, CPA/PFS, identified as owner of The Francis Group. Link: Tax Section Odyssey — Unlocking the future of tax research with AI, 21 August 2025

The publisher description focuses on research workflows, checking AI output and confidentiality. It provides a useful basis for asking who verifies citations, tax years and factual assumptions in a proposal.

Take to your adviser: request a human-review protocol and a redacted example of a corrected output. Ask whether your documents enter any external tools and under what access and retention terms.

Best fit: owners comparing an inexpensive automated report with a substantial professional engagement. Limit: one guest represents a technology supplier; a discussion of AI is not independent testing of that supplier or approval to upload client records.