CRA is a proud sponsor of the event that will explore how AI and emerging technologies are shaping the future of tax.
Gene Tien is a panelist during the session titled “AI, Privilege and the Heppner Ruling: What It Means for Tax and Legal Teams.”
- What happened in United States v. Heppner, and how undirected AI use waived privilege
- Why the court found that Claude is not an attorney in tax law cases
- How the Kovel doctrine preserves privilege only when AI use is directed by counsel
- Building strong AI-use protocols for tax and legal teams, covering retention letters, NDAs and policy language.
For more information on this event, click here.
