AI in Tax Practice: Practical Workflows from Tax Research to Tax Court

Generative AI is moving from novelty to everyday tax-practice tool. This webinar shows what tax attorneys can realistically do today with Claude, ChatGPT, and Gemini, using examples drawn from the work tax lawyers handle every week. Through live demonstrations, Steve will show how AI can help analyze IRS and FTB notices, find and test authority in the IRM and Treasury Regulations, review taxpayer records and bank-deposit data, evaluate agreements against tax issue frameworks such as captive-insurance validity, and prepare a first draft of a Tax Court petition from a Notice of Deficiency. The session will also cover where these tools fail: hallucinated authority, missed deadlines, bad math, overconfident issue spotting, confidentiality risk, and the verification steps lawyers should use before any AI-assisted work product leaves the office. Recent frontier-model releases, including Claude Opus 4.7, have improved document reasoning, data analysis, and multi-step legal workflows. The focus of this session is not hype. It is practical use, careful supervision, and knowing what still must be verified. Audio versions of Beverly Hills Bar Association programs are eligible for Self-Study CLE credit in California. Visit www.bhba.org/podcasts for more information.