Nine new faces have joined the Academy in the last three weeks, and a join notification isn’t much of an introduction, so here we go. @LaSharra Johnson is a tax specialist and bookkeeper. @Jonathan Herbez moved from Argentina to Texas chasing financial freedom. @Margaret Omulindi is a new bookkeeper putting in the work to learn the trade right. @Pandora Saunders is a CPA who has cleaned up books for 200+ founders and gotten month-end close down to 5 days. @Connie Christian @Cris Sant @Austin Reeves all joined within the last week. @Dinho Ron entire bio is one word, relentless, and I believe it. @Sergio Sotelo brings 20+ years of tax experience and is now going after the EA exam. Welcome in, all nine of you. Drop a comment and tell the group what you’re working on right now, a client problem, a growth goal, whatever’s actually on your plate. Lets grow together!

This is worth reading in full. Here's my breakdown of what actually matters for your practice. AI is already in your firm. The bulletin says it outright — document review platforms, research tools like Westlaw and Bloomberg Tax, it's already there. The only question is whether you're using it intentionally or not. You own everything that goes out under your name. §10.22 due diligence doesn't disappear because a machine drafted something. The bulletin cites a Deloitte Australia case where AI invented judge quotes and referenced reports that don't exist. Deloitte had to refund part of their fee. Review everything before it goes to a client or the IRS. The IRS called out hourly billing directly. Under §10.27, if AI cut your time on a matter and you billed as if it didn't, that's a problem. The bulletin is explicit: cost savings should be passed on or reflected honestly. If your pricing model is purely hours-based, this guidance gives you a concrete reason to make the shift to value pricing. Data protection is now a compliance issue, not just good practice. Civil and criminal penalties under §7216 apply if client data ends up in an unsecured system. Only use AI on enterprise plans that don't train on your inputs. This is non-negotiable. Get a written AI usage policy on file. §10.36 requires it, and the bulletin lays out exactly what to cover: staff training, data handling protocols, and vetting of any third-party tools. It's not a heavy lift, and not having one is the bigger risk. Read it here: IRS OPR Bulletin, June 24, 2026

Everyone, help me welcome: @Connie Christian @Pandora Saunders @Oluwaseye Daramola @Margaret Omulindi @Jonathan Herbez @LaSharra Johnson Thanks for joining IAM Tax & Accounting University. You’re now part of a community focused on becoming better tax and bookkeeping professionals, not just consuming content, but actually implementing it. Take a minute to introduce yourself below: • Where are you from? • What do you do? • What’s one goal you’re working toward this year? Looking forward to networking and helping you grow.