Insights
Practical writing on AI and tax operations
Ideas, patterns, and lessons from real implementation work, written for tax professionals, not technologists.
Latest · General · May 2026 · 15 min
DISRUPTION ≠ DESTRUCTION
The Transformation Has Begun Three publications highlighting AI disruption landed in the span of six weeks earlier this year that caused a predictable reaction. The first was An...
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Why a Superpower Isn't Enough
Play along with a classic thought experiment. If you could have any superpower, what would you pick? And I mean a practical one, not pyrokinesis or telepathy, something you coul...
Mar 2026 · 4 min -
Volume Is the Enemy: Automating for Attention
Why every task you automate now buys back capacity The Problem is Volume The problem is volume. Tax operations do not suffer from a shortage of time. Time passes at the same rat...
Feb 2026 · 7 min -
Architects, Agents, and Excel Machines: Preparing the Next Generation of Tax Operations
Why Today’s Automation Lays the Groundwork for Tomorrow’s Agents I’m learning a dying language when everyone is learning to vibe code. That’s the new frontier of developme...
Feb 2026 · 13 min -
English as Code; LLMs as Operating Systems
English is the hottest new programming language When I first heard Karpathy’s line, “English is the hottest new programming language,” I did what most people seem to have done: ...
Jan 2026 · 14 min -
The most potent application of AI
Beyond the baby-gates. Playing “would you rather” with my kids is painful. Questions toggle between the innocuous and the outrageous: would you rather eat only vegetables or onl...
Jan 2026 · 8 min -
Your Digital Foundations Matter More Than Ever
On July 17th, OpenAI released its much-anticipated ChatGPT Agent. Watching the announcement, one thing became clear: the gap between demos and enterprise reality is as wide as e...
Jul 2025 · 4 min -
No Time to Learn, No Room to Fix: The Catch-22 of Modern Tax Teams
Alignment: CFO<>Tax or CFO><Tax I began digging into the alignment between CFOs and tax departments because nearly every tax team I meet is running at its limits, wo...
Jun 2025 · 5 min -
You Can Just Do Things
The Beautiful Lie “You can just do things now… with AI.” We say that like it’s a punchline, or a revelation. The truth is, there’s both promise and peril packed into that senten...
Jun 2025 · 13 min -
Uncategorized From Manual to AI-Augmented: A Practical Exercise in Tax Research
In the last blog post, AI Literacy: Communicating with the Machines, we explored why the way you engage with AI matters. The effectiveness of AI tools is directly tied how you ...
Mar 2025 · 11 min -
Literacy AI Literacy: Communicating with the Machines
Communication Styles, Not Prompt Engineering It feels like the end of an era. For the past few years, much of what we’ve called "prompt engineering" has actually been a wo...
Feb 2025 · 7 min -
General A Profession at an Inflection Point
As tax professionals today, we find ourselves balancing massive potential gains from generative AI against the deeply ingrained structures of a conservative, regulated industry....
Feb 2025 · 13 min -
General Four Problems Facing our Departments
As we step into 2024, many of us are reflecting on our personal and professional goals for the year. In the realm of corporate departments, especially in areas like tax and fina...
Jan 2025 · 7 min -
Uncategorized The Most Advanced o1 Model Still Needs a Professional Behind It.
On December 5th, OpenAI released its most advanced o1 model to the public, complete with benchmarks comparing its performance to the preview version and the pro-level model. The...
Dec 2024 · 4 min -
General Is genAI part of your 2025 planning?
Is Your Tax Department Ready for AI in 2025? As we enter budgeting season, tax leaders are likely reflecting on how to enhance efficiency and keep pace with increasing demands. ...
Oct 2024 · 2 min -
General Testing GPT o1 preview (a Tax POV)
🤖 Testing GPT’s Capabilities in Tax Efficient Treasury Operations Scenario: Lessons Learned As part of my ongoing exploration into how AI can be leveraged for use in in-house c...
Sep 2024 · 8 min -
(Re)starting your genAI journey
It's time to start, or if you've been unimpressed with ChatGPT-3.5's capabilities, it's time to restart. Often, " forget your previous prompt " is used to steer conversations in...
Jun 2024 · 8 min -
Topical Research with ChatGPT
Executive Summary ChatGPT can be an effective tool to navigate through the intricacies of topical research across professional domains. This article discusses the distinction be...
Feb 2024 · 11 min -
ChatGPT takes on the "Volume" Problem
2024 will bring an even more rapidly evolving professional landscape, and our journey takes us to a pivotal juncture where innovation meets practicality. Reflecting on my ...
Feb 2024 · 9 min -
The Rise of Rogue Prompters: When your Employees Outpace Your Organization's AI Maturity
Hello, I'm Kyle, the head of the tax department at a leading SAAS company. My journey with generative AI, particularly with tools like ChatGPT, began not from a place of experti...
Dec 2023 · 5 min
