Webinar: The Changing U.S. Tax Profession: Demographics, Technology, and the Forces Reshaping Corporate Tax by ALFi

Reserve Your Spot

First Name*

Last Name*

Your Email*

State*

Company*

Job title*

What type of credit do you want to earn? *

Presenters

Tony Santiago

Executive Search Leader | Innovator in Tax Talent Strategy

For nearly 40 years, Tony's been at the forefront of building and
transforming corporate tax leadership. As founder and president of TaxSearch,
TaxForce, and TaxTalent, he helps global companies solve their most critical tax talent
challenges — from executive search and interim staffing to career development and
industry insights. His practice centers on filling Chief Tax Officer and Head of Tax roles,
where he serves as a global super-connector between senior tax and finance executives.
Along the way, he's pioneered several firsts for the profession:
- Launching the first on-demand global tax consulting firm (TaxForce)
- Developing the first online tax career and leadership portal (TaxTalent)
- Creating the first predictive workforce analytics and trend forecasting for the tax
profession

Rebecca Sheppard

Rebecca Sheppard is a Partner at Frost Law with extensive experience representing clients before the IRS and state taxing authorities. She advises on audits, appeals, and tax litigation, focusing on employment tax and the Employee Retention Credit. Rebecca is known for her practical, innovative approach to controversy work and her ability to translate complex tax issues into actionable guidance for practitioners. She regularly speaks on tax procedure and controversy topics to professional audiences. She is a member of the Maryland State Bar Association’s Taxation Section Council.

About

Program Field of Study: Taxes, Federal Tax Related Matters
Program Level: Basic
Who Should Attend: CPAs, Enrolled Agents, tax preparers, attorneys
Credits: 1 CPE | 1 CE
Advanced Preparation: None
Prerequisite: None
IRS Program Number: TBA

This course will discuss the major trends impacting corporate U.S. tax departments and what those trends could and will mean for tax professionals. Demographic shifts, emerging technology and AI, the lasting workforce effects of COVID, and the expanding role of corporate tax are creating new challenges for corporate tax departments. The discussion will focus on the business, workforce and leadership implications rather than technical tax issues.

Agenda

Identify the major demographic, technological, and workforce trends reshaping the corporate tax profession, including generational shifts among Baby Boomers, Gen X, and Millennials
Analyze how demographic change interacts with technology/AI adoption, the lasting workforce effects of COVID, and the expanding scope of corporate tax leadership to compound talent and succession challenges
Evaluate the data quality, ownership, and liability considerations that arise as AI becomes more integrated into tax processes, and the increased coordination required across tax, accounting, finance, and legal functions
Apply practical strategies such as earlier succession planning, intentional development of junior talent, and alternative resourcing models — to help organizations and professionals operate effectively within a constrained tax talent market