Next-Gen Tax Research: AI, Accordance & Ask Blue J in Practice

Next-Gen Tax Research: AI, Accordance & Ask Blue J in Practice
Speaker: John Sheeley, EA

2 IRS CE / 2 CTEC credit/ 2 NASBA CPE

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.

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*Self-Study recording not available for NASBA CPE credit.

IRS Program #: 7Q3WU-T-00892-26
CTEC Course #: 6248-CE-00238