Beyond the Research: How to Pressure-Test Your Tax Positions

Finding authority is the easy part. The harder question is whether a position holds up when someone pushes back, whether that’s an examiner, opposing counsel, a skeptical partner, or a client asking “are you sure?” This hands-on lab moves past using AI as a research shortcut and treats it as a sparring partner: it stress-tests your arguments, finds contrary authority, and shows you the weak spots in your reasoning before someone else does.

We’ll start with a quick, practical review of the prompting and context techniques that make AI output reliable. Then the room becomes a mock tax court. Teams take opposing sides of a timely, complicated scenario and use Accordance to build their case under a time limit, anticipate the other side’s arguments, and defend their position in front of their peers. You’ll see how different teams handled the same facts, and you’ll leave with a repeatable workflow for your own engagements.

• Apply prompting and context-engineering techniques to a live, multi-issue tax scenario
• Use AI to argue both sides: build a position, then deliberately attack it
• Find contrary authority, distinguishing facts, and gaps in the record before an examiner does
• Assemble a case file of facts, documents, and constraints that keeps the AI focused on the specific matter, not generic answers
• Judge AI-generated arguments for strength and completeness, and know when to dig deeper
• Leave with a reusable pressure-testing workflow for memos, return positions, and client advice

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*Self-Study recording not available for credit.

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NASBA Field of Study:  TBA

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