Leveraging AI, Big Data, IRS Online Services & Emerging Technology for Tax - 2025
This program delves into the evolving role of artificial intelligence (AI) in the realm of tax controversy. The program covers the use of AI tools for legal research, document automation, and predictive analytics, highlighting their applications in tax dispute resolution. It explores the benefits and challenges of AI-powered eDiscovery, the ethical considerations of AI in legal contexts, and best practices for integrating AI into tax practices. The program reviews the IRS's use of AI for audit selection, taxpayer assistance, and litigation. Lastly, this program addresses bias, privacy, and the ethical implications of AI in tax and legal contexts.
Moderator: Travis Thompson, Esq., Boutin Jones Inc.
Panelists:
Aaron Esman, Member, Ziering & Esman PLLC
Carina Federico, Partner, CrowellJefferson Chen, CBIZ
Olivia Ramos, CEO of Deepblocks
Robert Kovacev, Member, Miller & Chevalier
Roger Nemeth, Owner, Audit Detective
Sarah Ray, Of Counsel, Dentons Sirote
Sharyn Fisk, California State Polytechnic University
William Prest, LexisNexis
This webinar is available for Virtual or LIVE In-Person attendance.
Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.
Agenda
- Government Use of AI in Enforcement (Public Use)
- How AI is transforming Tax Controversy Practice (Private Use)
- AI Product Demonstrations (Practical Use)
IRS Program #: 7Q3WU-T-00764-25
CTEC Course #: 6248-CE-00128
John Sheeley
,
EA
John began his tax career in 1987 and passed the IRS Special Enrollment Exam in 1995. A National Tax Practice Institute fellow and SUNY Oswego graduate, he specializes in taxation for non-resident aliens, U.S. citizens living abroad, S corps, legal marijuana businesses, and cryptocurrency.
John is passionate about giving back to the profession. Every year on Giving Tuesday, Tax Practice Pro offers a free ethics webinar, and its weekly Tax Update webinars keep tax professionals informed on the latest developments. These programs combine practical guidance, strategies, and insights to help practitioners work smarter, faster, and with confidence.
Whether you’re just starting your career or expanding an established practice, Tax Practice Pro and John Sheeley, EA provide the education, coaching, and community support tax professionals need to succeed.
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E vs C: Short-Term Rentals - When Does E Become a C?
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