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Four ways tax and accounting professionals can start using agentic AI right now

ThomsonReuters

The tax and accounting profession is at a crossroads. Yet, despite rapid adoption, many seasoned tax professionals find themselves caught in a familiar tension: They’ve built their reputations on precision, trust, and hard-earned expertise, making them naturally cautious about agentic AI tools.

Tax
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On the move: REDW appoints first OKC principal-in-charge

Accounting Today

GEORGIA Shelly Carmichael Smith + Howard, Atlanta, launched two new tax practices: site selection + incentives, led by Shelly Carmichael, and state and local income tax consulting, led by Brandee Tilman. MICHIGAN Plante Moran, Southfield, promoted 26 people to partner, with the full list available here.

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Professionals on the Move – Sept. 2024

CPA Practice

Avantax Welcomes $60M Advisor Ali Kazemi and His Northern California-based Sentinel Financial Group Avantax, a Dallas-based leader in tax-intelligent financial planning and wealth managemen, recently welcomed Ali Kazemi, a seasoned financial services industry veteran with 30 years of experience.

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Clark Schaefer Hackett to Add CPA Firm Rolfes & Swisher

CPA Practice

The partnership expands services and expertise in accounting, tax compliance, tax consulting, and business advisory services for closely held and family owned businesses. Founded in 1938, Clark Schaefer Hackett has 600 employees across 10 offices, which are located in Ohio, Kentucky, Michigan, and one in Mumbai.

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Plante Moran Appoints New Managing Partner

CPA Practice

Jason Drake has been named managing partner of Plante Moran, one of the nation’s largest audit, tax, consulting, and wealth management firms. As managing partner, Drake will focus on firm growth and investments in people and technology, while also maintaining Plante Moran’s rich culture and dedication to client service.

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Professionals on the Move – June 2024

CPA Practice

Rinke Joins CohnReznick as International Tax Principal CohnReznick LLP, one of the leading advisory, assurance, and tax firms in the United States, recently announced that Daniel Rinke, JD, LLM , has joined the firm as a principal in its International Tax practice. as the managing partner of tax services. and non-U.S.).

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Friday Footnotes: It’s BDO and Forvis Mazars’ Turn to Get Yelled at About Audit Quality; Eat Rice Because Deloitte Asked; PwC CEO’s Secret Bonus | 8.2.24

Going Concern

Get great candidates in tax, audit, and accounting in your inbox every week with no obligation to hire. payment from the consulting company’s international arm which he did not initially reveal to the parliamentary inquiry into the 2015 leaking of confidential government tax reform information. It’s free! PwC chief’s $1.2m