Intentional tax practice — Setting the course for 2026

About this episode

This episode discusses intentional strategies for improving tax practices in preparation for 2026.

Align your compass to the year ahead. In this episode, April Walker brings tax leaders together to share intentional, practical ways to run a better practice, focusing on advisory-first mindsets, using artificial intelligence (AI) with a purpose, collaboration around new legislation and sustainable operating rhythms. What you'll learn from this episode: How to prioritize client outcomes and reinvest tech-enabled time into higher-value conversations Using AI with purpose — concrete use cases, role-based workflows and "AI stacking" for research, communication and tools Why we need to be ready for digital asset taxation with Form 1099-DA on the way How to be intentional with your operations — creating boundaries, systems and prioritizing consistency over intensity AICPA resources - Tax Section landing page - Tax Section news and member FAQs

People in this episode

Host: April Walker

Topics covered

• tax practice
• advisory-first mindset
• artificial intelligence
• digital asset taxation
• operational consistency

Keywords

• tax practice
• AI in tax
• client outcomes
• digital assets
• operational systems

Mentioned in this episode

Organizations: AICPA, CIMA, Tax Section

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