<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0"><channel><title><![CDATA[Whitlock Advisory]]></title><description><![CDATA[WhitlockAdvisory]]></description><link>https://www.whitlockadvisory.com/blog</link><generator>RSS for Node</generator><lastBuildDate>Thu, 23 Jul 2026 07:23:24 GMT</lastBuildDate><atom:link href="https://www.whitlockadvisory.com/blog-feed.xml" rel="self" type="application/rss+xml"/><item><title><![CDATA[When Your NoteTaker Rats You Out]]></title><description><![CDATA[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&#38;A, valuations, tax controversies and partner disputes. The kind of work where...]]></description><link>https://www.whitlockadvisory.com/post/when-your-notetaker-rats-you-out</link><guid isPermaLink="false">6a340a2d217d21f7fb5f1f08</guid><pubDate>Thu, 18 Jun 2026 16:30:24 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/d9432c766b2f42f0adad25f6b48d00df.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Megan Whitlock</dc:creator></item></channel></rss>