AI for Tax Professionals: Beyond the Hype
Roger and Annie sit down with Blake Oliver, founder of Earmark, to cut through the AI confusion. Blake explains why AI is more like a brilliant Harvard-trained intern with amnesia than a tax professional replacement, sharing practical applications from document organization to quality control that can work in firms today. The conversation explores which AI tools are worth trying, why voice mode changes everything, and why tax professionals who start experimenting now are still early adopters, not late to the party.
Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.
Chapters
- (00:00) - Welcome to Federal Tax Updates
- (01:19) - Guest Introduction: Blake Oliver
- (03:27) - Diving into AI: Initial Thoughts and Comparisons
- (07:58) - Understanding AI and Its Limitations
- (15:47) - Effective Use of AI in Accounting
- (21:41) - Choosing the Right AI Tools
- (24:49) - Security and Cost Considerations
- (30:46) - Best Practices and Pitfalls in AI Usage
- (33:17) - AI Struggles with Tax Complexity
- (34:34) - Human Verification in Tax Analysis
- (35:01) - AI's Limitations and Cost
- (36:29) - Misconceptions About AI in Tax
- (40:25) - AI's Role in Administrative Tasks
- (41:47) - AI in Quality Control and Research
- (43:26) - AI in Radiology and Tax
- (50:10) - Future of AI in Transportation
- (53:05) - AI in Manufacturing and Economy
- (56:17) - Adapting to AI in the Accounting Industry
- (57:21) - Conclusion and Final Thoughts
twitter.com/FedTaxPod
facebook.com/FedTaxPod
linkedin.com/showcase/fedtaxpod
Connect with Blake Oliver
https://www.linkedin.com/in/blaketoliver
Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab
Review
Leave a review on Apple Podcasts or Podchaser
Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!
This podcast is a production of Earmark Media
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
