Tax professionals have always adapted as the tools changed. TaxCon opens with a clear look at where the profession stands now, how this event will help you keep what works and rethink what slows you down.

Tax professionals are not all approaching technology the same way. This candid panel brings practitioner perspectives to the conversation, helping you understand how peers are weighing new tools against the realities of tax practice.

AI tools are showing up across tax practices, but not every claim deserves your trust. Learn how to evaluate AI with professional judgment and client service in mind.

Professional judgment doesn't get outsourced to technology. This session helps tax professionals understand where human review remains essential under Circular 230 and other professional standards.

IRS technology is changing more than internal operations. Learn how digital tools, automation and the development of AI use may affect the way tax professionals interact with the agency and support clients.

Before tax firms add more technology, their security foundation has to hold up. This session connects WISP and practical safeguards to AI-assisted workflows, helping you protect taxpayer information and keep the practice running.

AI may help with the work, but you still need to review the return. This session gives tax professionals a practical framework for reviewing returns, documenting key decisions and reducing preparer penalty exposure.

Look beyond wages and withholding to find planning opportunities in payroll records. This session helps tax professionals connect payroll details to broader tax planning.

Before client data goes into a tool, tax professionals need to understand the privacy rules that apply. This session focuses on Section 7216 and how it affects using taxpayer information in technology-assisted workflows.

AI tools can support tax work, but your team still needs clear expectations before using them. This session helps firms prepare staff to review AI-assisted work with consistency and practitioner oversight.

A completed tax return can reveal more than what happened last year. This session helps tax professionals spot planning opportunities and turn return review into more valuable client conversations.

Hear from tax professionals who have expanded their services and learn how to evaluate which opportunities may make sense for your own firm and practical next steps.

Technology decisions get easier when you understand the work behind them. This session gives you a practical way to evaluate tools based on your firm’s workflow.

Confirmed solution sessions and demos are listed below. Final times will be added as the schedule is finalized.