AI Meets Tax & Regulatory Complexity: A New Competitive Edge

November 14, 2025 @ 12:55 pm - 1:25 pm

  • Theater 1

About Session

As compliance requirements in tax and finance become more demanding, artificial intelligence is reshaping how professionals manage risk, reporting, and regulatory change. This session will demonstrate how off-the-shelf AI tools—like ChatGPT—can be leveraged to automate routine processes, support compliance tasks, and stay up to date with evolving legal and tax regulations. Attendees will gain actionable insights into how generative AI can assist with summarizing legislation, enhancing reporting accuracy, and improving daily operational efficiency. Real-world use cases will highlight how finance and tax leaders can apply these tools to increase productivity and make more informed compliance decisions.

Learning Objectives

  • Identify practical use cases for leveraging generative AI tools (e.g., ChatGPT) in tax and finance functions to automate routine tasks and improve compliance workflows. 
  • Evaluate methods for using AI to monitor regulatory risk and summarize tax and legal updates, supporting proactive compliance and decision-making. 
  • Understand the capabilities of Avalara’s AI-driven research tool, Avi for Tax Research, and how it enhances tax research efficiency and accuracy through natural language queries. 

Speakers

Albert Boulus

Albert Boulus

Lead Product Manager, Avalara
David Lingerfelt

David Lingerfelt

Sr. Director, Indirect Tax

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