Federal Civil Tax Controversies
US Tax Court Trial Practice Program

Moderated by Distinguished U.S. Tax Court Judge and Harvard-educated Professor Emeritus of Law

Harvard Faculty Club
Campus of Harvard University
May 2020

Call 1.888.317.4489
Intended Audience
Federally-authorized tax practitioners only
  • Attorney
    • Tax Practice
  • Non-attorney USTCP
  • Certified Public Account
    • Tax Practice
  • IRS Enrolled Agent
  • IRS Revenue Agent
Live Event
Nov 2019 and June 2020
Harvard Faculty Club
Campus of Harvard University
3 Days/2 Nights
Accommodations & Meals
8 a.m. - 5 p.m. ET

Offerred Virtually
May 2, 2020  thru July 25, 2020
10 Sessions - 10 a.m. - 12 noon ET

  • 1. Selection of Tax Litigation Forum
  • 2. US Tax Court Jurisdiction and Structure
  • 3. Statutory Notice of Deficiency
  • 4. Petition for Redetermination
    • Jurisdictional and Procedural Filing Requirements
    • Petitioners
  •  5. Pleadings and Motions
    • Basic Rules
    • Types and Content of Specific Pleadings
    • Amended and Supplemental Pleadings
    • Motions
  •   6. Stipulations for Trial and Discovery Procedures
    • Stipulations for Trial
    • Discovery Procedures
  •   7. Pretrial Procedures
    • General Pretrial Practice
    • Pretrial Procedural and Evidentiary Motions
    • Settlement Procedures
    • Setting the Case for Trial
    • 8. Trial Proceedings
    • 9. Litigation of Partnership Items
    • 10. Special Proceedings
      • Small Tax Cases
      • Disclosures Actions
      • Collateral and Supplemental Proceedings
      • Other Proceedings
    • 11. Post-Trial Proceedings
      • Opinions, Reports, and Decisions
      • Post-Trial Motions
      • Appellate Review in Court of Appeals
      • Review by Supreme Court
      • Rules of Finality
      • 12. Refund Claims
        • Proper Party to File a Claim for Refund
        • Administrative Requirement as to Claim for Refund
      •  13. Periods of Limitations for Filing Claims for Refund
      •  14. Administrative Procedures on Filing Refund Claim
      •  15. Jurisdictional Prerequistes and Pretrial Considerations
        • Jurisdictional Requirements
        • Pretrial Considerations
      •  16. Special Refund Litigation Considerations
      •  17. Commencement of Tax Refund Suit and Initial Pleadings
      •  18. Pretrial Procedure
      •  19. Post-Trial Procedures
      •  20. Other District Court Civil Tax Litigation
        • Suits Commenced by the United States
        • Suits Commenced by Taxpayers and Third Parties
      •  21. Actions for Declaratory Judgment
      •  22. Res Judicata and Collateral Estoppel in Civil Tax
      •  23. Recovery of Attorney's Fees and Extraordinary Costs
      Member of the Bar United States Tax Court
      Certified US Tax Court Litigator®
      Practicing with US Tax Court®
      Member, IRS Advisory Council
      US Tax Court Apprenticeship Program© '15
      Photo Courtesy of U.S. Tax Court

      Offered Live at Harvard Faculty Club
      Campus of Harvard University 
      May 2020

      (3 Days/2 Nights with Accommodations and Meals)

      Offered Virtually May-June-July 2020



      Tentatively scheduled for 3 days/2 nights during late Nov 2019 and October 2020. This program requires you to travel to Cambridge MA (Boston Area) via auto-rail-air and spend two nights on or near the Harvard Campus. It cost $4,995 and is very intensive. Runs for 3 days - 9 a.m. to 5 p.m. Accommodations at HFC are limited (9 bedrooms at HFC) so only the early-registrants will stay at HFC. Seating is also limited. All meals are included. In the event of overflow, nearby hotels will accommodate our guests who should still take their meals at HFC. Please reserve your seat and bedroom early, if you wish to stay at HFC.  A list of nearby participating hotels will circulate in September 2020. Attire is business casual. Spouses are welcome but there are additional charges billed separately for same-bedroom accommodations and individual meals. Arrangements for spouses must be made 2 weeks before the event.  For your convenience, we've created a Payment Plan for this event, but you must sign up no later than Aug 1, 2020 for the Nov 2019 Program.  Down payment $1,995 due Aug 1, 2020. Second installment $1,995 due Sept. 1, 2020. Final payment $1,005 due Oct. 1, 2020. Be sure to read our Guarantee cited below. Call 1.888.317.4489.
      Mon - Fri: 09:00 AM - 05:00 PM