Apprenticeship/Litigation

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Apprenticeship/Litigation

Moderated by former U.S. Tax Court Special Trial Judge
& CPA/U.S. Tax Court Practitioner-Lecturer in Federal Tax Practice
& Professor Emeritus Law & Federal Tax Scholars (Tax Evidence)

US Tax Court Trial Practice Program
Intended Audience
Federally-authorized tax practitioners only
  • Attorney
    • Tax Practice
  • Non-attorney USTCP
    • Newly-admitted
  • Certified Public Account
    • Tax Practice
  • IRS Enrolled Agent
  • IRS Revenue Agent
  • JD/LLM

Electronic Conferencing
May 2, 2020  thru July 25, 2020
10 Sessions - 10 a.m. - 12 noon EST

Judicial Lectures
  • 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

      Lecturer Practitioner
      Certified US Tax Court Litigator
      Member, IRS Advisory Council
      Judicial Certificate of Merit
      Photo Courtesy of U.S. Tax Court

      $2,995

      Offered Virtually May-June-July 2020 with $1,000 deposit and monthly installments

      1.888.317.4489

      e-mail TLI@taxlawinstitute.com

      Extended Office Hours:

      Mon - Sat: 09:00 AM - 07:00 PM

      Please contact us to determine your qualifications to sit for this course.