Dynamic Tax Planning Using AI

The May 2026 Asian-American/Pacific Islanders Knowledge Circle will be held on Wednesday, May 20th at 4 pm ET.

Guest speaker Lotus Li will be presenting, "Dynamic Tax Planning Using AI."

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.  

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.