Frequently asked questions

Did this desk watch or listen to every resource?

No: this pass used publisher descriptions and indexed pages. AICPA & CIMA — Tax Section Odyssey is the programme anchor; no full-transcript review or playback verification is claimed.

Which resource is the most recent in this selection?

The selected technology-and-client-value episode is dated 27 August 2026. Tax Section Odyssey — Turning technology gains into client value, 27 August 2026 concerns advisory delivery rather than a complete current-law checklist.

Can I still follow the R&E episode’s timing?

Check current official procedures first because it was published in 2025. The general historical-election deadline in IRS — Internal Revenue Bulletin 2025-38: Revenue Procedure 2025-28 is already past at this report’s date.

Why include an old IRS video?

It provides foundational preparer-selection context and is clearly dated. Pair IRS YouTube — Choose a Tax Preparer Wisely, 2016 with the January 2026 Taxpayer Advocate Service — Choosing the right tax return preparer, January 2026 article rather than treating it as current strategy advice.

Does the AI episode prove AI-generated tax advice is safe?

No: its described focus is review, workflow and risks. Use Tax Section Odyssey — Unlocking the future of tax research with AI, 21 August 2025 to develop diligence questions, then require evidence from the actual supplier.