HeyJaredPulse of the Practice
We all love free… But tax and accounting firms love it so much that they give their brain away for free! Everything is changing in our profession but the future is bright. Tune in to turn pain points into opportunities.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Sep 8, 2026
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- Checking…
- Earliest in this view
- Jul 16, 2026
Latest episodes
Pulse of the Practice: Section 7216, AI Disclosure, and the Trap of Fearing "The Five" (opens the original)
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Mo and Paul return after a busy summer to talk about the tension every tax and accounting firm is feeling right now: balancing day-to-day deadlines with the constant wave of new AI tools. The conversation centers on IRC Section 7216 — the client disclosure requirement for using third-party tools (including AI) on tax return data — and why so many firms hesitate to bring it up with clients. Mo and Paul unpack why firms fear disclosure conversations (data security, "what will my client think?"), a
The AI Inflection Point: How Tax Firms Are Preparing for Agent-Powered Workflows (opens the original)
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In this episode, we explore the rapidly changing role of artificial intelligence in the tax and accounting profession. What began as simple AI-generated emails and content creation is quickly evolving into agent-based systems capable of performing real work across firm workflows. Drawing on conversations from industry events and firsthand experiences with firms and clients, we discuss why many believe we're at a major inflection point for AI adoption. Topics include the rise of AI agents, client
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