November 2021

Travis Thompson moderates panel at the California Lawyers Association 2021 Annual Meeting – CA Tax Bar and Tax Policy Conference


Artificial Intelligence in Tax

The use of predictive case analytics software has dramatically increased in the worlds of tax and accounting in the last couple of years. This powerful artificial intelligence tool can accurately predict court outcomes and enable users to find relevant cases and court opinions faster than ever before. The IRS and taxing agencies around the globe have also implemented these advanced technology applications to enforce financial crimes which have increased in sophistication. While the utility of this technology may be evident, tax practitioners should be cautious of the challenges related to the use of this futuristic software, and when representing taxpayers.

First, tax practitioners will see a live demonstration of the Blue J Legal case analytics and artificial intelligence software. Then the panel will discuss the ethical and practical opportunities and challenges related to the transformative technology and what tax practitioners and law students should be aware of when they represent clients in the future.

Moderator: Travis Thompson, Associate, Sideman & Bancroft, LLP, San Francisco, CA


  • Lisa O. Nelson, Partner, Law Offices of A. Lavar Taylor, San Ana, CA
  • Drew Allen, Associate, Morgan Lewis, Silicon Valley, CA
  • Amy Spivey, Assistant Professor and Clinic Director, UC Hastings Low-Income Taxpayer Clinic, San Francisco, CA
  • Abdi Aidid, Vice President, Blue J Legal, Toronto, Ontario, Canada

November 3-5, 2021