InSight

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Articles
Kevin Taylor

IRS AI Vs. Reality: Why “Nuisance Errors” Are the New Tax Headache

As the Internal Revenue Service (IRS) continues its aggressive modernization efforts, the integration of Artificial Intelligence (AI) and advanced machine-learning algorithms has fundamentally shifted the landscape of tax compliance for high-net-worth (HNW) individuals and families. While the agency positions these

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Articles
Kevin Taylor

The Return of the Owner-Operator

Technology may unintentionally bring us back toward a very old model of capitalism: the owner-operated business. For much of the twentieth century, economic scale often required managerial scale. Businesses became enormous organizations because coordinating thousands of people was necessary to

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