Tax, Compliance & AI Leaders Gathering

​An invite-only dinner bringing together leading tax professionals, investors, and founders to explore how AI and automation are transforming compliance, advisory, and professional services. The evening is designed for authentic conversations and meaningful exchange — no pitches, only peers discussing the future of tax workflows.

​​About hosts

​​ShoeboxIQ — An IRS IDR co-pilot that helps CPA and law firms cut preparation time by up to 85%.

​​CohnReznick — A leading U.S. advisory, audit, and tax firm known for innovation and compliance expertise.

​American Founders & Leaders Community — Bringing high-caliber founders, C-suites, and VCs together through community channels and premium events.

​​Program at a Glance

• ​​Welcome & Networking (30 min) — Drinks, casual introductions.

• ​​Opening Remarks (10 min) — Welcome from the hosts.

• ​​Mini-panel 1: CPA & Law Firm Leaders (15 min) — Industry Changes in the AI Era

• ​​Discussion Time (45 min) — Free-flow conversations with appetizers.

• ​​Mini-panel 2: Tax Tech Founders (15 min) — Use cases and emerging trends.

• ​​Discussion Time (45 min) — Continued conversations

• ​Mini-panel 3: Investors (15 min) — Funding perspectives and market signals for founders and leading tax professionals.

• ​​Discussion Time (45 min) — Free-form discussion.

• ​​Closing & Highlights (15 min) — Casual wrap-up; takeaways.

​​Value

• ​​For CPA & Law Firm Leaders: Exchange best practices on managing tax workflows, mitigating compliance risks, and elevating client service in an increasingly automated environment.

• ​​For Investors: Meet founders and leading tax professionals in one room, hear first-hand about pain points, and identify solutions gaining real traction.

• ​​For Founders: Connect with decision-makers at top firms, validate use cases, and hear directly from investors on funding and scaling.

• ​​For Everyone: Build lasting peer relationships across tax, legal, and tech — in a curated setting where every guest adds clear value to the room.

​​Note: The dinner will be hosted in Palo Alto (final venue details to follow).