WhitTalks
Saying the Things That Need to Be Said

Conversations at the intersection of accounting, tax, technology, business, and leadership.

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When Your NoteTaker Rats You Out

What Every CPA Needs to Know About AI, Documentation, Discovery, and Privilege By: Megan J. Whitlock, CPA For decades, we taught clients and internal staff one lesson above all the others. Document. Document. Document. If it isn’t documented, it didn’t happen. I’ve spent more than 20 years practicing public accounting including time in national tax offices and extensive advisory work — partnership transactions, M&A, valuations, tax controversies and partner disputes. The kind

Jun 187 min read

WhitTalks Saying the Things That Need to Be Said

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When Your NoteTaker Rats You Out

WhitTalks
Saying the Things That Need to Be Said