Dynamic Tax Planning Using AI
Includes a Live Web Event on 05/20/2026 at 2:00 PM (MDT)
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Brought to you by the Asian-American/Pacific Islanders Knowledge Circle, this presentation introduces an educational session on how artificial intelligence is transforming modern tax planning for financial advisors. It explores the evolution of tax planning from a secondary service to a core driver of client value, highlights the limitations of traditional CPA-advisor workflows, and presents a new framework for proactive, dynamic tax planning powered by AI. Attendees will gain insights into identifying advanced tax strategies, modeling multi-year outcomes, and safely collaborating with tax professionals to deliver measurable tax savings and stronger client relationships.
Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0
Lotus Li, CPA, PFP
Founder
Hive Tax AI
Lotus Li is a Certified Public Accountant (CPA) with over 25 years of extensive experience in accounting and tax advisory. Her career, which began in public accounting, spans across both the public and private sectors, as well as specialized advisory practices. Recognizing the transformative power of artificial intelligence in taxes, Lotus has spent the past two years pioneering AI-native tax research and planning tools. Today, she is the driving force behind Hive Tax AI, a cutting-edge platform trusted by many CPAs and financial advisors and HL Tax Advisory Services, a tax planning and implementation partner. Lotus’s ultimate aspiration is to empower financial and tax professionals to offer proactive, dynamic tax planning—equipping them to unlock tens of billions of dollars in legitimate tax-saving opportunities for their clients.
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