IRS APPROVED PROVIDER OF CONTINUING EDUCATION FOR ENROLLED AGENTS & CPAs

Tax Law Institute
1717 N Street NW
Washington DC
(202} 800-9230

Tax Law Institute 1717 N Street NW Washington DC (202} 800-9230 Tax Law Institute 1717 N Street NW Washington DC (202} 800-9230 Tax Law Institute 1717 N Street NW Washington DC (202} 800-9230
Home
The Best Kept Secret...
Guide to Bar Admission
Course Schedule
Pro Bono Program
Tax Law Library
FBI-Vetting
Tax Bar Exam Tips
Apprenticeships
Volunteerism
Guests | Faculty | Staff
Courses | Fees | Protocol
Practice Areas | Mngt.

Tax Law Institute
1717 N Street NW
Washington DC
(202} 800-9230

Tax Law Institute 1717 N Street NW Washington DC (202} 800-9230 Tax Law Institute 1717 N Street NW Washington DC (202} 800-9230 Tax Law Institute 1717 N Street NW Washington DC (202} 800-9230
Home
The Best Kept Secret...
Guide to Bar Admission
Course Schedule
Pro Bono Program
Tax Law Library
FBI-Vetting
Tax Bar Exam Tips
Apprenticeships
Volunteerism
Guests | Faculty | Staff
Courses | Fees | Protocol
Practice Areas | Mngt.
More
  • Home
  • The Best Kept Secret...
  • Guide to Bar Admission
  • Course Schedule
  • Pro Bono Program
  • Tax Law Library
  • FBI-Vetting
  • Tax Bar Exam Tips
  • Apprenticeships
  • Volunteerism
  • Guests | Faculty | Staff
  • Courses | Fees | Protocol
  • Practice Areas | Mngt.
  • Home
  • The Best Kept Secret...
  • Guide to Bar Admission
  • Course Schedule
  • Pro Bono Program
  • Tax Law Library
  • FBI-Vetting
  • Tax Bar Exam Tips
  • Apprenticeships
  • Volunteerism
  • Guests | Faculty | Staff
  • Courses | Fees | Protocol
  • Practice Areas | Mngt.

Pleadings | Motions | Briefs | Depositions | Trial

Litigate Civil Tax Controversies in U.S. Tax Court

Litigate Civil Tax Controversies in U.S. Tax CourtLitigate Civil Tax Controversies in U.S. Tax CourtLitigate Civil Tax Controversies in U.S. Tax Court

Pro Bono Training & Apprenticeships in Trial Practice

Press Release

Pleadings | Motions | Briefs | Depositions | Trial

Litigate Civil Tax Controversies in U.S. Tax Court

Litigate Civil Tax Controversies in U.S. Tax CourtLitigate Civil Tax Controversies in U.S. Tax CourtLitigate Civil Tax Controversies in U.S. Tax Court

Pro Bono Training & Apprenticeships in Trial Practice

Press Release

"Unreservedly recommended... truly a superior program..."

BECOME A MEMBER OF THE TAX COURT BAR IN 2026

SIGN-UP hERE | TAX BAR REVIEW | AUDIO-VIDEO

Pass the Remote ExamSoft Bar Exam: November 5, 2025


LISTEN TO A CLASS:  https://stme.in/o47PVEZxWc


Be 'Admitted to Practice, U.S. Tax Court' in 2026

  • Audio-Video weekend classes (Saturdays & Sundays only)     
  • Begins Saturday, September 13, 2025 thru Sunday, November 2, 2025
  • Awards 30 CE Credits | 48 hours of instruction and discussion
  • With commentary by Distinguished Professor John A. Townsend
  • Fee $4,995 + $125 registration fee - Pay Here
  • Call +1 (202) 800-9230 with your question
  • See Review Sections below 

United States Tax Courtroom where United States Tax Court Practitioners prosecute cases against IRS

2025 Tax Bar Review Sections | Audio - Video

5-HOUR REVIEW | Selected questions from 2021 & 2023 BAR EXAM

Moderated by Jeffrey Thompson E.A. USTCP | Pro Bono Tax Counsel at the Hawai'i Federal Tax Clinic

  • Saturday, September 13th, 2025 - 5 hours
  • Review selected question from the 2021 and 2023 ExamSoft, remotely administered U.S. Tax Court bar examination.
  • Learn test-taking techniques so that you can get through the four sections of the November 5, 2025 U.S. Tax Court bar examination.
  • Discuss time-management techniques that will assist you when you sit for the bar examination on November 5th.
  • Learn how to complete arithmetic calculations quickly and avoid getting stuck on any question. 
  • Ask questions of the moderator's experience as to how he prepared for the Tax bar exam and what difficulties he encountered while test-taking.
  • Learn about the ExamSoft platform and the do's and don'ts of remote exam test-taking.
  • With commentaries by Professor James H. Chapman and Professor Emeritus Michael Stuart.
  • Take practice exams and receive graded test results followed by an explanation of answers.

8-HOUR REVIEW | Selected sections of INTERNAL REVENue COde

Moderated by Professor James H. Chapman | Federal Tax Research Director at the Tax Law Institute

  • Saturday, September 20th and Saturday, September 27th, 2025 - 8 hours.
  •  Professor Chapman, assisted by Tax Counsel Jeffrey Thompson, will cover a wide range of possible issues including a comprehensive review of the important internal revenue code sections and related case law. His position requires him to stay up-to-date with the latest tax laws and regulations. Participants can be assured that they will receive accurate information about what the Tax Court examiners deem to be important as well as on testing-taking techniques. He will keep applicants informed and provide them with the best information to prepare for success when answering IRC questions on the exam.


A digital copy of Title 26 of the U.S. Code can be downloaded and will serve as the primary source material for the course along with various handouts.

Moderated by Ludmila Moraru, J.D. LL.M.

8-HOUR REVIEW | TAX EVIDENCE | audio-video

Join Mila, New York State attorney-designate, aspiring legal scholar and Federal tax resolution specialist. From October 11th thru November 1st, she provides a review of the various evidentiary principles, and case law as found in the third edition of A Practitioner's Guide to TAX EVIDENCE  by the late Joni Larson.

Purchase Larson 3rd Edition

GUEST SPEAKER JACK TOWNSEND | AUDIO-VIDEO

6-HOUR REVIEW | TOWNSEND'S FEDERAL TAX PROCEDURE

Guest Speaker Distinguished Professor John A. Townsend 


Moderated by Professor  James H. Chapman


Saturday, October 4th thru Saturday, October 25th, this 6-hour Review begins with commentary by Distinguished Professor Jack Townsend, invited guest speaker. He will address questions and answers to procedural questions that appeared on the last four tax bar examinations. Professor Townsend is the author of his best known work, Federal Tax Procedure, used by the Tax Law Institute to prepare applicants for the U.S. Tax Court Bar Examination.  


Also, hear Professor James H. Chapman present critical excerpts from the acclaimed Townsend writing and, if time allows, Professor Chapman will cite question-types and suggest procedural answers.

8-HOUR REVIEW | FEDERAL INCOME TAXATION

Moderated by Professor James H. Chapman and Tax Counsel Jeffrey Thompson, E.A. USTCP


Saturday, September 20th thru Saturday, October 11th. Intensive remote review presented during 8 hours of prior questions and answers that appear in the Federal Income Taxation section of the U.S. Tax Court bar exam - the most problematic section of the bar exam for EAs and CPAs. Covers individual income taxation, corporate, estate and gift taxation, tax procedures, legal analysis and the structure and history of the Internal Revenue Code and relevant court interpretations. 

Learn More

Listen to a class

Go to link

AUDIO-VIDEO CLASSES

3-Hour Review | Legal Ethics

Moderated by Tax Counsel Jeffrey Thompson


Saturday, October 25th and Saturday, November 1st, participate in a 3-hour Review of the ABA Model Rules of Professional Conduct of Lawyers with Tax Counsel Jeffrey Thompson. These rules also apply to the ethical conduct of United States Tax Court Practitioners, who represent taxpayers in and before the U.S. Tax Court. 

6-Hour Review | |U.S. Tax Court Practice & Procedure

Moderated by Professor James H. Chapman


Saturday, November 1st, join 5-hour Review of the U.S. Tax Court Rules of Practice and Procedure moderated by Professor James H. Chapman. 

4-Hour Review | Case Law

4-Hour Review | Case Law

Moderated by Tax Counsel Jeffrey Thompson


Sunday, November 2nd. Led by Tax Counsel Jeffrey Thompson, it includes 4-hour discussion of the constitutional and general substantive law applicable to Tax Court cases. All participants receive copies of our case summaries for selected precedent cases and judicial opinions published by the U.S. Tax Court from August 2023 to August 2025.   .

Subscribe to Our 2026-2027 Tax Law Library

$4995

2027 TAX BAR EXAM PREP | PRO BONO PRACTICE | AUDIO-VIDEO

What is CIVIL Tax Bar Preparation?

FRE | IRC | Federal Tax Procedure | Ethics | Tax Court Rules & Procedure | Case Law


  • Weekend remote study programmed for busy CPAs and EAs. Prepare to pass the upcoming 2027 Tax Bar Examination, administered online by ExamSoft in November 2027. Meet virtually with observers and practitioners who know the IRC, the Tax Court Rules and courtroom procedure. Access a digital study platform that utilizes A.I. (Tax Law Library) that instructs and presents tested subjects that appeared on previous tax bar exams. 

When do the classes meet?

  • Meet on Saturday mornings and afternoons for one-to-3-hour remote, audio - video  discussions. 

What do we cover?

  • Delve into federal tax procedure and the IRC. Review precedential Tax Court cases and read published opinions. Learn the Federal evidentiary rules that are applied in Tax Court as well as the substantive tax laws. Discover the ethical rules of professional conduct and  how they apply to United States Tax Court Practitioners. Memorize the Tax Court rules of practice and procedure and review partnership, corporation, trust, estate and gift tax - all of which is reinforced when you volunteer and engage in pro bono student practice in U.S. Tax Court via remote and in-person proceedings (Hawai'i Tax Court component). Learn-by-doing! 

Pro Bono Training & trial Practice | Paid Stipend

  • Tax Bar Prep applicants participate remotely and in-person in our cooperative Pro Bono Program at the free tax clinic we support. Bar applicants-U.S. Tax Court apprentices include newly-admitted United States Tax Court Practitioners who have been FBI-vetted and received or are awaiting U.S. Tax Court approval to practice under an assigned bar registration number. All serve or assist as U.S. Tax Court pro bono student representatives and are authorized to work under the supervision of our Chief Tax Litigation Counsel to help low-income and non-income qualifying taxpayers who have docketed cases posted to the U.S. Tax Court calendar. 


  • During weekly case assessments, conferences are held where pro bono reps help to prepare POAs (Form 2848) and assist taxpayers who need guidance to fill out online Petitions. In specific instances, petitions are prepared by Counsel.  Pro bono reps conduct research and perform case analyses under the direction of the Educational Coordinator of the Tax n Litigation Clinic. Where non-qualifying clients who surpass the low-income threshold offer to pay a low-cost fee for legal services,  legal practitioners participating in the free tax clinic referral program, may offer a quote and/or perform certain services, or where members of the Tax Litigation Clinic perform services that assist in their case, a small stipend (1099) may be paid (cooperative education) to allow student-practitioners to recoup some of the costs for the program.


  • Work with paralegals from the IRS independent Office of Appeals and clerks of the U.S. Tax Court. Listen-in to Chief Counsel and Appeals' attorneys discussions where Tax Litigation Counsel attempts to negotiate settlements. Where settlement has not been achieved at the IRS Independent Office of Appeals, pro bono reps assist with Branerton Conference by working with paralegals and help to define terms and conditions of a stipulation and prepare for pre-trial hearings and trial. 


  • Participate in pre-trial procedures and hearings. Learn from the perspective of both a legal and tax representative and the client. 


  • Unfortunately, those admitted as special students (short-term) may not participate as longer-term commitment is required for Tax Court procedures that may take up to one year to be heard.

*Who teaches the courses?

  1. Work with United States Tax Court Practitioners, tax attorneys and seasoned law professors who presently serve paying clients. These individuals, along with two United States Tax Court Practitioners, provide free legal services to an approved U.S. Tax Court non-academic clinical, student trial practice and calendar call program, organized by the free tax clinic we support. Their insight and opinions are invaluable. Confer in real-time with top federally-authorized tax practitioners and legal scholars, TLI-trained United States Tax Court Practitioners and Apprentices, all of whom are currently engaged in pro bono practice in the Honolulu Tax Court.

How long are the classes?

  • Log-in for weekly 60-90-120-minute discussions where legal abstractions and their applications in Tax Court are broken-down and spoon-fed, then analyzed. Talk about the ExamSoft setup so you know what to expect. Speak to successful and unsuccessful 2021, 2023 and 2025 test-takers. Hear how they prepared, how they answered questions and what mistakes they think they made.

What does it cost and how do I learn more?

  • $9,220 USD + $4,995 (for access to the 2026-2027 Self-Instructing Tax Law Library) + Financing @ 10%


►Student/Teacher Ratio: 1 to 1.25. Please take note that our Rolling Admissions Policy limits enrollment per class to ensure that bar candidates get the attention they deserve. 


►Awards 40 CE Credits


  • Book an interview here


Remote audio-delivery from the Colorado Springs Virtual Conference Center . Click link below for readings.

Learn More
Hear Joni Larson & Judge Dean teach Tax Evidence

THE JOHN F. DEAN APPRENTICESHIP FOR U.S. TAX COURT PRACTICE

REMOTE & iN-PERSON client Representation in U.S. Tax Court

  • Traditional law school apprenticeships take a minimum of four (4) years to complete in any of the 4 states where an individual is allowed 'to read' the law, under the supervision of a seasoned licensed attorney or judge. Afterwards, an individual is allowed to sit for the respective state bar examination. Whereas individuals who pass the Tax Court bar exam and then hang out their shingle to begin practice as a legal representative and officer of the Court are in fact going into a courtroom with no formal legal training.


  • Learn how to petition, negotiate settlements with appeals' attorneys and district counsel, conduct a Branerton Conference, write stipulations, motions and briefs, perform discovery, collect evidence, answer at Calendar Call, prepare for trial  (or pre-trial settlement), and how to work cooperatively with government attorneys and argue your client's case successfully before a U.S. Tax Court judge. 


  • Designed for the ambitious CPA and EA who aspire to establish a lucrative and winning Federal tax litigation practice in and before the U.S. Tax Court. Before or after passing the Tax bar examination, take this course and get the training you need to fill the seat at the table traditionally held by a tax attorney. 


  • With your skill sets as a seasoned CPA and/or IRS enrolled agent, you can prepare yourself and get paid as both auditor and litigator. Become the legally-knowledgeable tax professional in your profession! Learn-by-doing before you step into Tax Court to represent a paying client! Participate in our mock hearings and mock trials that re-enact precedential Tax Court cases. Engage clients soon after you enroll and begin to work as a pro bono student practitioner.


  • Work under the oversight of a experienced USTCP in remote Tax Court proceedings, where you represent low-income clients of the free tax clinic we support. As a student-volunteer, you will be eligible to participate in the free tax clinic's 2025 - 2027 Pro Bono Program and gain invaluable insight into the courtroom theater of small and regular cases. 

. 

  • Get involved with the procedural complexities of Tax Court litigation and trial practice. Experience having direct contact with Tax Court judges, IRS chief counsel's office, court and judicial clerks and IRS appeals attorneys. Learn how tax litigators and government attorneys actually negotiate and compromise with each other. Learn how Tax Court cases are document-driven and why what gets admitted into the record shapes the evidentiary balance. Be in the room when the settlements are made and stipulations are signed. Login to hearings and trials and sit in the virtual  'second chair' at remote proceedings of the Court. 


  • And after 18 months, you'll recognize that you have become a seasoned litigator and are actually ready to open your own practice with the confidence of a law school graduate who has earned an advanced degree in tax law litigation and trial practice. Traditional law and accounting firms will make job offers you never imagined and long-term clients will see you under a different light. Read The Best Kept Secret.


►Student/Teacher Ratio: 1 to 1.25. Please take note that our Rolling Admissions Policy limits enrollment to just 5  students per class to ensure that every bar candidates get the attention they deserve. 


►Awards 40 CE Credit

 

  • Book an interview here


REPRESENTATION BEFORE THE UNITED STATES TAX COURT


  • In partnership with the free tax clinic we support


Winter | Spring | Fall 2025 - 2027  U.S. Tax Court Trial Sessions


Session 1


Case Preparation & Management


  • Litigating in Tax Court
  • Tax Court Jurisdiction
  • Pleadings
  • Pre-Trial Motion


Session 2


Mock Trials: Litigation Strategies


  • Discovery 
  • Pre-Trial Negotiations
  • Trial Preparation and Presentation of Case


Session 3


Post-Trial Matters: Briefs, Opinions, Decisions, Motions & Trial Practice


  • Tax Court Appeals
  • Special Matters | Small Tax Cases, Collection Due Process, Short Discussion Topics and Spousal Defenses


Mock Student Trial Practice & U.S. Tax Court Clinics & Pro Bono Program

under oversight of participating counsels


 ►$29,995 + Financing charges @ 10%

 

Remote audio-visual delivery from the Nantucket Apprenticeship Virtual Conference Center

Book an Interview

A Conversation with Jack Townsend at the tax law institute

Eminent scholar, author, tax litigator and distinguished law professor, guest speaker at the Tax Law Institute, discusses his best-known written work (unedited), Federal Tax Procedure.

Listen

Free Tax Clinic We Support

Learn More
Kathryn Franklin, Pro Bono Rep at the Honolulu Tax Court

Kathryn Franklin

Authorized Pro Bono Rep | Honolulu Tax Court | Development Officer for the free tax clinic


HAWAI'I FEDERALTAX CLINIC | O'AHU


Approved U.S. Tax Court Clinical, Student Practice & Calendar Call Program


Free legal services for low-income Hawaiian taxpayers provided by pro bono student representatives of the Tax Litigation Clinic at the Tax Law Institute at Washington DC

Volunteer

Together we can ... help our cause

Donate

Pictured at top of page is the U. S. Tax Court Building at Washington, DC. Photo reprinted courtesy of the U.S. Tax Court. Also, L.B. Carpenter III CPA CFA USTCP, Assistant Professor of Federal Tax Practice at the Tax Law Institute. Artificial Intelligence avatars created by ATS Technologies.

The Tax Law Institute at Washington, DC

1717 N Street NW Washington, DC 20036

(202) 800-9230

Copyright © 2001-2025 Tax Law Institute Inc.- United States Tax Court Practitioners & Tax Attorneys. We provide Pro Bono Legal Services and Legal Educators of Federally-Authorized Tax Professionals - All Rights Reserved. The Tax Law Institute is an IRS Approved Provider of Continuing Education (CE), RS7E4, in Federal Tax Law and Tax Bar and Trial Preparation. TLI is approved to prepare federally-authorized tax professionals, who may claim the federally authorized tax practitioner privilege. Under the law, the term 'federally authorized tax practitioner' (FATP)  means an individual authorized under Federal law to practice before the Internal Revenue Service where the practice is subject to Federal regulation under 31 U.S.C. § 330. The Tax Law Institute has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 C.F.R., § 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual.  Send mail to - Registered Agents Inc. for the Tax Law Institute Inc. - 1717 N Street, N.W., Ste. 1, Washington, D.C. 20036. Telephone +1.202.403.0599. 

Pro Bono Student Practice

Begin January 17, 2026 Tax Bar Preparation and Apprenticeship Program. Learn how to build a winning Federal Tax Litigation Practice. Participate remotely and in-person in docketed cases in U.S. Tax Court as a pro bono student rep. Work with attorneys from IRS appeals and chief counsel's office. Attend hearings with attorneys of the IRS Independent Office. Go before judges and advocate to protect low-income taxpayer-clients at the free tax clinic we support. Learn by doing. Pass the bar. Get your approval to practice as a USCTP and gain valuable courtroom experience as a student tax litigator. 

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