Managing Parter, Tax Advisory Lucy Lee Mentioned on an Episode of the "Pivot" Podcast

Managing Partner, Tax Advisory Lucy Lee was recently featured on “Pivot” with Kara Swisher and Scott Galloway, the podcast known for its sharp takes on tech, business, and policy. In a conversation about how AI handles routine tasks so professionals can focus on what truly moves the needle, Scott highlighted Lucy’s work as an example of how AI enables professionals to “move upstream” into complex, high‑value areas like immigration, tax strategy, and estate planning.

When technology streamlines the basics, professionals can deliver more strategic insights at critical moments, with trusted relationships remaining the real differentiator. The future of tax advisory is human expertise, complemented by AI.

Listen to the full episode on Spotify.