151 | The Future of Tax Strategy: AI, the IRS, and What Entrepreneurs Need to Know

Podcast: Vital Wealth Strategies · Patrick Lonergan

Opublikowano: 2026-09-29

Should entrepreneurs trust AI with their tax strategy, or is that a risk too big to take? On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Ricky Lavina, a CPA and the founder of TaxFyle, to separate the hype from the reality of AI in tax filing. Lavina started his career at PricewaterhouseCoopers before founding TaxFyle in 2015, and today serves on the IRS's Electronic Tax Administration Advisory Committee (ETAC), giving him a rare, inside perspective on how both the private sector and the federal government are approaching the future of tax technology. <...