Economist Dr. Anirban Basu, founder of Sage Policy Group and keynote speaker at the National Tax Conference (NTC) joins Neil Amato, host of the Journal of Accountancy (JofA) podcast, for a wide-ranging conversation about the forces shaping today's economy and what they could mean for tax practitioners and their clients. From inflation, interest rates and the labor market to artificial intelligence (AI) and the nation's fiscal challenges, Dr. Basu offers perspective on navigating an economy where the headlines don't always tell the whole story.

Questions answered in this episode:

• What economic trends should tax practitioners be watching right now?
• How do economic conditions affect tax practitioners and their clients?
• Why is the economy difficult to characterize as simply either "good" or "bad?"
• How is AI changing professional work and where does human judgement still matter?
• What could today's national debt and fiscal challenges mean for the tax system in the years ahead?

Join us live or online at the 2026 NTC and hear Dr. Basu deliver his keynote titled First Brood.

Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices.

Brian Davis, owner of One Stop CPA, returns to the Tax Section Odyssey podcast to discuss how technology can create capacity for more intentional advisory services. He shares lessons about building an advisory-first firm, including how to identify the right clients, package value beyond compliance and use practical tools to support better client conversations.

Questions answered in this episode:

· How can technology create capacity for more meaningful advisory work?

· What does an advisory-first tax practice look like in practice?

· How can practitioners uncover advisory opportunities within their existing client base?

· Why does client fit matter when building an advisory-focused firm?

· How can AI tools support better tax planning and client conversations?

Join us live at the 2026 National Tax Conference and hear Brian speak at the From AI Hype to Practical Adoption: Tools that Can Transform Tax Practice pre-conference workshop

AICPA resources

· Brian Davis Podcast

· Leveraging technology for a better client experience | Tax Section Odyssey podcast

Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices.

This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

On this episode, April Walker is joined by Benjamin Alarie, CEO and co-founder of Blue J, to discuss the ways that artificial intelligence (AI) is changing tax practice – not only by accelerating research and compliance work, but also by reshaping how firms define and deliver value.

Ben shares new research showing widespread AI adoption among tax professionals and how firms are using the resulting time savings to improve client service, strengthen work-life balance and focus on higher value advisory work. The discussion explores whether the traditional billable hour model still makes sense when technology can dramatically reduce time spent on technical tasks.

Together, April and Ben also examine the IRS Office of Professional Responsibility's (OPR) preliminary guidelines on responsible AI use and why professional judgement, due diligence and client trust remain essential in an AI-enabled profession.

Questions answered in this episode:

• How quickly are tax professionals adopting AI based on the most recent CPA.com/Blue J survey and what are they using it for?
• If AI can potentially provide research results in minutes instead of hours, how could this affect how firms think about pricing their services?
• What does the IRS Office of Professional Responsibility's guidelines on responsible AI use mean for tax practitioners?
• How can firms use AI to improve client service while maintaining professional responsibility and quality?

**Blue J's AI-powered tax research delivers instant, reliable insights grounded in primary authority, Tax Notes, and IBFD — so you can focus on applying your judgment where it matters most. Start your free trial today.

AICPA resources

AICPA insights: Introductory guidelines for responsible AI use in federal tax practice

2026 AI Tax Research Solution Outlook Report by CPA.com and Blue J

Artificial Intelligence (AI) Tax Research Center

Statements on Standards for Tax Services (SSTSs)

Treasury Department Circular No. 230

Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices.

This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.