Artificial Intelligence & Tax Law: Theory and Practice

Join University of Florida law professors along with leading national experts in AI and Tax in considering the application of artificial intelligence and the challenges it poses to the practice of Tax Law.

Thursday, November 9, 2023
333 SE 2nd Avenue Suite 4400
Downtown Miami

A special thank you to program host Greenberg Traurig, luncheon sponsor PwC, and reception host Holland & Knight.

7.2 Anticipated Florida Bar CLE Credits Available
Questions? Contact engage@law.ufl.edu

Agenda

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Check In (8:30am – 9:00am)

Session I (9:00am – 10:30am) AI in Tax Law: Opportunities and Risks

• Overview: Mindy Herzfeld, Professor of Tax Practice, UF Levin College of Law
• Disruption in the Legal and Tax Market: Chris Kontaridis, PwC
• AI and Law: Ethics and Regulation

Coffee Break

Session II (11:00am – 1:00pm) Generative AI: Transforming Tax & Legal Practices

• Ivan Roussev, EY: Defining Generative AI
• Clara Parra Espinosa and Lina Rebouh, Microsoft: Generative AI in Tax – Microsoft CoPilot Case Studies; The Art of Prompt Engineering – Asking the Right Questions
• Daren Campbell and Ivan Roussev, EY Innovation Team: Demos of Tax Use Cases

Coffee Break

• Ben Alarie, CEO of Blue J and Professor & Osler Chair of Business Law at University of Toronto (Ask BlueJ: TaxGPT)

Luncheon & Keynote Remarks by IRS Leaders (1:00pm – 2:30pm)

• Ron Hodge II, Acting Director of Compliance Planning and Analytics | Large Business and International
• Eric Cirelli, Director of Field Operations, Global High Wealth and Pass-Through Exam Strategy and Lead of IRA Compliance Initiative 3.4 [TBC]

Session III (2:30pm – 4:30pm) Legal Tech Tools

• Tori Kim, eBrevia: Application case study
• Pedro Quiros, Co-Founder of Aquila Idea: Tax Data on Demand and its benefits for Tax Planning
• Regulating AI in Law [TBC]

Closing Remarks

Professor Mindy Herzfeld, Levin College of LawNetworking Reception to follow at Holland & Knight, 701 Brickell Avenue Suite 3300, Miami, Florida 33131