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      Jan

      24

      Beyond Boolean: Generative AI Research Skills for the Modern Tax Attorney

      1 PM EST

      A practical discussion on the use of generative AI tools in tax practice.

      Select your state to learn more about the credit details and status of CLE application. Credit is not available for states not listed.

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        01/23/2028

      1.00 total credit hours including

      • General

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        01/23/2028

      1.00 total credit hours including

      • General

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        01/23/2030

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        01/23/2026

      1.00 total credit hours including

      • Lawyering Skills

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        01/23/2028

      1.00 total credit hours including

      • Technology MCLE

        Status:

        Approved

        1.00 credit hours

        Available until:

        01/23/2028

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        12/31/2027

      1.00 total credit hours including

      • General

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        01/23/2028

      1.00 total credit hours including

      • General

        Status:

        Applied for upon completion

        1.00 credit hours

        Available until:

        01/23/2026

      1.00 total credit hours including

      • Technology Program

        Status:

        Self apply

        1.00 credit hours

        Available until:

        07/23/2026

      1.00 total credit hours including

      • Technology

        Status:

        Applied for

        1.00 credit hours

        Available until:

        01/23/2028

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        01/23/2028

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        01/23/2028

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        01/23/2027

      1.00 total credit hours including

      • General

        Status:

        Self apply

        1.00 credit hours

        Available until:

        01/23/2030

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        01/23/2027

      1.00 total credit hours including

      • Non-Legal Subject

        Status:

        Applied for

        1.00 credit hours

        Available until:

        12/31/2025

      1.00 total credit hours including

      • General

        Status:

        Applied for upon completion

        1.00 credit hours

        Available until:

        01/23/2030

      1.00 total credit hours including

      • Law Practice Management

        Status:

        Applied for upon completion

        1.00 credit hours

        Available until:

        01/23/2026

      1.00 total credit hours including

      • General

        Status:

        Applied for upon completion

        1.00 credit hours

        Available until:

        06/30/2025

      1.00 total credit hours including

      • General

        Status:

        Applied for upon completion

        1.00 credit hours

        Available until:

        01/23/2026

      1.00 total credit hours including

      • General

        Status:

        Applied for upon completion

        1.00 credit hours

        Available until:

        01/23/2027

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        01/23/2027

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        01/23/2028

      1.20 total credit hours including

      • General

        Status:

        Applied for

        1.20 credit hours

        Available until:

        01/23/2030

      1.00 total credit hours including

      • General

        Status:

        Self apply

        1.00 credit hours

        Available until:

        01/23/2028

      1.00 total credit hours including

      • Professional Responsibility

        Status:

        Self apply

        1.00 credit hours

        Available until:

        01/23/2027

      1.00 total credit hours including

      • General

        Status:

        Applied for upon completion

        1.00 credit hours

        Available until:

        12/31/2028

      1.00 total credit hours including

      • Law Office Management

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        01/23/2028

      1.20 total credit hours including

      • General

        Status:

        Reciprocity

        1.20 credit hours

        Available until:

        01/23/2028

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        01/23/2030

      1.00 total credit hours including

      • Skills

        Status:

        Approved

        1.00 credit hours

        Available until:

        01/23/2028

      1.00 total credit hours including

      • Technology

        Status:

        Self apply

        1.00 credit hours

        Available until:

        02/28/2026

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        01/23/2028

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        01/23/2028

      1.20 total credit hours including

      • substantive legal education and skills development

        Status:

        Available for credit

        1.20 credit hours

        Available until:

        01/23/2029

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        12/31/2025

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        01/23/2028

      1.00 total credit hours including

      • Professionalism (General)

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        01/23/2028

      1.00 total credit hours including

      • Practical Skills

        Status:

        Applied for upon completion

        1.00 credit hours

        Available until:

        01/23/2028

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        01/23/2027

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        01/23/2027

      1.00 total credit hours including

      • General

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        01/23/2028

      1.00 total credit hours including

      • Ethics

        Status:

        Applied for upon completion

        1.00 credit hours

        Available until:

        01/23/2030

      1.00 total credit hours including

      • General

        Status:

        Applied for upon completion

        1.00 credit hours

        Available until:

        12/31/2025

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        01/23/2026

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        12/23/2025

      1.00 total credit hours including

      • General

        Status:

        Applied for upon completion

        1.00 credit hours

        Available until:

        01/23/2028

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        01/23/2028

      1.20 total credit hours including

      • Technology Programming

        Status:

        Approved

        1.20 credit hours

        Available until:

        01/23/2028

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        10/31/2025

      1.00 total credit hours including

      • Other-Office Management

        Status:

        Applied for

        1.00 credit hours

        Available until:

        01/23/2030

      1.20 total credit hours including

      • Office Management

        Status:

        Applied for

        1.20 credit hours

        Available until:

        01/23/2028

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        01/23/2026

      1.00 total credit hours including

      • General

        Status:

        Self apply

        1.00 credit hours

        Available until:

        01/23/2028

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      This panel will discuss best practices, tips, and tricks for conducting legal and tax research using generative AI tools. Panelists will also highlight the distinction between traditional search logic, which requires formulaic search terms and complete precision to achieve intended outcomes, and prompt engineering, which allows for more flexible, creative, and nuanced research.

      Speakers:
      Christopher M. Whitcomb, Managing Director, Tax Controversy and Dispute Resolution at KPMG
      Susan Massey, VP of Tax Research at Blue J
      Don Crawford, Associate, Tax Controversy at Baker McKenzie

      CLE Information
      The ABA will seek 1.0 hours of CLE credit in 60-minute states and 1.2 hours of CLE credit in 50-minute states in states accrediting ABA live webinars and teleconferences. *Credit hours granted are subject to each state's approval and credit rounding rules.

      Scholarship applications must be received at least two (2) weeks before the program start date. You will be notified prior to the program if your application is approved. A minimum fee may be charged on all approved scholarship applications to defray expenses. For programs with tuition costs over $500, qualifying attorneys will receive at least a 50% reduction in the course fee(s). To request a scholarship, please email [email protected].

      Event Details

      Duration

      60

      Format

      Webinar

      Date

      Jan 24, 2025

      2025-01-24T13:00:00-05:00 2025-01-24T14:00:00-05:00 Beyond Boolean: Generative AI Research Skills for the Modern Tax Attorney A practical discussion on the use of generative AI tools in tax practice.

      Sponsors

      Section of Taxation

      Tax Practice and Technology

      Panelists

      Christopher Miles Whitcomb
      Don Crawford
      Susan Massey

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