I want to be straight with you all about some changes to the community, since I know the update didn't land as clearly as it should have. About a week and a half ago, I moved to a freemium structure. Free membership gets you the Tax Prep Mastery course, the Easy Ways to Get Leads course, and full access to this community, posting, asking questions, connecting with other tax pros and bookkeepers here. That part isn't going anywhere and it isn't changing. Weekly coaching and Q&A call, the rest of the curriculum, and the full tools and templates hub now live under IAM University All Access, forty-seven dollars a month or four ninety-seven a year. That includes tonight's call and every one going forward. Here's the real reason behind the change. My time and attention are the most valuable thing I can give this community, and I want to give my full focus to the people who are ready to match that with their own. I've noticed something true in eight years of doing this: when someone pays for something, they pay attention to it, and they show up. That's not a knock on anyone. It's just the pattern, and I want the coaching side of this community built around the people living it. If you were on a call before this switch and you're on the free tier now, that's on me for not spelling it out sooner, not on you for missing it. Nobody's getting kicked out of anything. If you're already on All Access, nothing changes for you. If you're not sure which one you're on, or you want to move up, just message me directly and I'll sort it out with you. This community stays a place to connect and grow no matter which tier you're on. The paid side just lets me go deeper with the people who are ready for that level of support right now. Thanks, and let me know if anyone has any questions. Ibrahim!

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.

Since January, more than 9,000 workers have left the IRS’ taxpayer services division — nearly 22% of its staff. This dramatic decrease will affect taxpayers and tax practitioners in various ways. Tax professionals should be aware of these challenges and seek to make changes in their business processes to improve taxpayers’ experience in their client base. Read full article here http://bit.ly/3Jrb7BU