TVEPC 9/10/26 Dinner Meeting featuring: Neo Kounalakis, Accordance (Thursday, September 10, 2026)

Fri, 11 Sep 2026 01:00:00 GMT

A Year with Accordance:

Bringing Frontier AI to Tax & Accounting

Discover how purpose-built AI is transforming tax research and planning. Learn how Accordance, the first multi-agent LLM trained on federal and state tax authority, reasons like a CPA - identifying issues, evaluating authority, and producing cited, partner-ready analysis - while elevating junior staff and improving quality of life across the firm.

Presentation Summary:

This session explores how purpose-built AI is reshaping tax research and planning for practitioners. Founded by Stanford AI Laboratory researchers, Accordance is the first multi-agent LLM trained specifically on federal and state tax authority - the IRC, Treasury regulations, case law, rulings, and administrative guidance. We will walk through how the model reasons like a CPA: identifying issues, locating and evaluating authority, extracting fact patterns from client files, and developing partner-ready recommendations with full citations. Using real fact patterns, attendees will see how the technology handles complex scenarios - partnership redemptions, collectibles characterization, and multi-state exposure - with measurably higher accuracy than general-purpose models, closing on a deployment philosophy that elevates staff and improves quality of life.

Learning Objectives:

Identify how an AI model trained on primary tax authority structures a research workflow, from issue identification through evaluation of authority to recommendations.
Evaluate the accuracy of purpose-built tax AI against general-purpose models using complex fact patterns involving characterization, applicable rates, and multi-state exposure.
Apply a deployment framework that uses AI to elevate junior staff, distribute SME knowledge, and improve practitioner quality of life without replacing professional judgment.

About Our Speaker:

Neo Kounalakis

Account Executive

Accordance

Neo Kounalakis is an Account Executive at Accordance, an AI-powered tax research platform serving CPA firms and tax professionals. He works directly with firm leaders to deploy frontier AI across tax practices, leading onboarding, training, and adoption. He holds a degree in Economics from Stanford University and joined Accordance as the ninth employee.

A Special Thanks to Our Event & Wine Sponsor

Meeting Agenda/Schedule

September 10, 2026

6:00pm - Check In, Networking & Reception

6:30pm - Sit Down Plated Dinner

6:45pm- Welcome & Announcements

7:00pm- Speaker Presentation

8:00pm- Event Concludes

REGISTRATION COST

Members - $95 | Guests - $115

AFTER 9/8/2026

Members - $105 | Guests - $125

The Tri-Valley Estate Planning Council is a multi-disciplinary group of estate planning and related professionals focused on delivering exceptional services to clients by providing and strengthening:

Cutting-edge continuing education to develop best practices in estate planning, wealth preservation and legacy; Communication and collaboration with peers across disciplines; A reliable network of referral sources with experienced, like-minded professionals

Tri-Valley Estate Planning Council upcoming events

TVEPC 9/10/26 Dinner Meeting featuring: Neo Kounalakis, Accordance (Thursday, September 10, 2026)