Next-Gen Tax Research: AI, Accordance & Ask Blue J in Practice
Next-Gen Tax Research isn’t about replacing your judgment—it’s about upgrading your workflow.
In this program, we go beyond “just ask ChatGPT” and show you how experienced tax professionals are actually using AI to produce faster, stronger, and more defensible research.
You’ll learn how to integrate Accordance and Ask Blue J with ChatGPT and Claude to create a cohesive, repeatable research process—from the first question to the final, polished answer.
We focus on what matters in practice:
• How to engineer better prompts on the front end so your research starts in the right place
• How to use Accordance and Ask Blue J as authoritative anchors, not just answer generators
• How to leverage ChatGPT and Claude to refine, expand, and stress-test your research
• How to polish AI-generated outputs into professional, client-ready conclusions
• How to identify when AI is wrong—and fix it before it becomes your problem
This program also addresses the real concern every experienced practitioner has:
“How do I use AI without compromising my standards?”
We’ll walk through a practical framework for maintaining accuracy, skepticism, and defensibility while still benefiting from the speed and efficiency of modern AI tools.
By the end of the program, you will have a clear, repeatable system for:
• Moving from question → prompt → authority → analysis → conclusion
• Using paid research tools and generative AI together, not separately
• Producing work that is faster to create, easier to support, and stronger under scrutiny
Because in today’s environment, the advantage doesn’t go to the practitioner who uses AI— It goes to the one who knows how to control it
Learning Objectives
Upon completion of this program, participants will be able to:
1. Identify the key components of an AI-enhanced tax research workflow, including the roles of Accordance, Ask Blue J, ChatGPT, and Claude.
2. Construct effective AI prompts that improve the accuracy and relevance of tax research results.
3. Evaluate AI-generated outputs for accuracy, completeness, and consistency with authoritative tax sources.
4. Integrate AI tools and tax research platforms into a cohesive process that supports efficient and defensible tax conclusions.
5. Analyze risks and limitations of AI-assisted tax research, including ethical considerations and compliance with Circular 230 standards.
"Our best deal is always to become a monthly subscriber"
*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T-00892-26
CTEC Course #: 6248-CE-00238
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.
Recommended Webinars
2024 Tax Controversy Seminar Series
Varies
This on-demand webinar series covers criminal tax, IRS collections, international reporting, tax controversies, AI in tax practice, and entertainment industry taxation, equipping professionals with practical strategies for compliance, dispute resolution, and risk management
Free Tax Practice Pro Course Series
Varies
View courses we offer for FREE. Please note some courses may or may not qualify for IRS CE credit. Please view webinar description for more information.
Getting the Tax Office Ready—2025 Series
Varies
Empower yourself with vital tools and knowledge to make the upcoming tax season a breeze. This comprehensive webinar series offers education covering key subjects like engagement letters, cyber security, effective client interviews, how to review tax returns and of course the latest on BOI reporting! Master the art of modernizing your tax practice through automation and the use of AI.
Tax Relief in Times of Crisis: The 2024 Disaster Bill and 2025 Updates
2 IRS CE/2 CTEC CE/2 NASBA CPE*
When disaster strikes, tax professionals are often the first line of defense in helping clients navigate complex recovery rules. This timely webinar explores the significant legislative changes brought by the 2024 Federal Disaster Relief Act and the 2025 OBBB extension, equipping tax practitioners with the tools needed to apply the latest federal tax relief provisions to individual and business clients impacted by federally declared disasters. Led by Jane Ryder, EA, CPA, this program demystifies qualified disaster loss rules, nonrefundable and excludable payments, casualty loss deductions, expanded filing deadlines, and the distinctions between state and federal disaster declarations. This webinar discusses how to recognize eligible events, document client losses, and apply the correct tax treatment—whether the disaster occurred in 2020 or 2025. Whether your clients suffered wildfire damage, flood losses, or derailment-related hardship, this course provides up-to-date, IRS-aligned guidance for accurate and beneficial tax relief claims.
Tax Relief in Times of Crisis: The 2024 Disaster Bill and 2025 UpdatesTax Administration in 2025
*NO CE on recording
The program examines the reshaping of IRS staffing, leadership, and operations amid political realignment and federal workforce reductions. It analyzes the impact of the 2025 filing season, assess IRS performance data, and anticipate future challenges in enforcement and service delivery. This program equips practitioners to understand and anticipate changes that affect taxpayer service, compliance activity, and professional representation. It also clarifies the distinct roles of Congress, Treasury, and the IRS in tax policy and administration, helping tax pros navigate the shifting regulatory environment with greater confidence and accuracy. "Our best deal is always to become a monthly subscriber"
Tax Administration in 2025Completing Form 706 and the Portability Path
2 IRS CE/2 CTEC CE/2 NASBA CPE*
Learn how to accurately complete IRS Form 706 with a focus on properly reporting the value of a deceased person's assets for DSUE (Deceased Spousal Unused Exclusion) purposes. This course guides you through the essential steps, including how to handle situations where the estate exceeds the annual exclusion amount. Clear examples and practical scenarios will be provided to help you apply the concepts with confidence. "Our best deal is always to become a monthly subscriber"
Completing Form 706 and the Portability PathMarital Estate tax planning trusts: Credit Shelter, Bypass, QTIP, and more
2 IRS CE/2 CTEC CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Marital Estate tax planning trusts: Credit Shelter, Bypass, QTIP, and moreIntro to Estate Tax
1 IRS CE/1 CTEC CE/1 NASBA CPE*
This webinar stands on its own as a solid introduction, but it's also recommended for those planning to attend the upcoming session on Marital Estate Tax Planning Trusts: Credit Shelter, Bypass, QTIP, and more.
Intro to Estate TaxForm 709 and Adequate Disclosures
2 IRS CE/2 CTEC CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Form 709 and Adequate DisclosuresGifts to Trusts
2 IRS CE/2 CTEC CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Gifts to TrustsHalfway There: Key Tax Changes for 2025 (So Far)
3 IRS CE/3 CTEC CE/3 NASBA CPE*
Don't Miss the Biggest Mid-Year Tax Update of 2025 Tax law never sleeps—and neither can you. As we cross the midpoint of 2025, major developments are already reshaping how you advise and represent your clients. New laws, court rulings, administrative guidance, and a revised Circular 230 are already in play. Join us for a fast-paced, practical breakdown of everything that matters so far in 2025—before you fall behind.
Halfway There: Key Tax Changes for 2025 (So Far)The Federal Rules of Evidence in Tax Cases – Part I
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
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.
The Federal Rules of Evidence in Tax Cases – Part I
Hmm...nothing here yet.
