Smart Machine, Dumb Advice: What AI Still Gets Wrong About Your Taxes

In this episode of Tax Smarts Unlocked, we discuss the growing buzz around artificial intelligence in the tax world and what it actually means for you as a taxpayer or small business owner. Yes, AI can pass the bar exam, quote tax code chapter and verse, and generate an impressive list of deductions you never knew existed. But here is the uncomfortable truth — knowledge and understanding are not the same thing. Knowing that a strategy exists is very different from knowing whether that strategy works for your life, your business, and your specific financial picture. David breaks down where AI genuinely shines as a research and discovery tool, where it hits a hard wall when it comes to implementation, and why when the IRS comes knocking, you are going to want a human in your corner who knows your name, your numbers, and your story.