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-CPA in remote Tax Court proceedings, where you represent low-income clients of the free tax clinic we support. As a student-volunteer at the Tax Law Institute, you will be eligible to participate in the free tax clinic's 2024-2025 Pro Bono Program and gain invaluable insight into the courtroom theater under the aegis of the U.S. Tax Court Clinic, Student Practice and Calendar Call Program.
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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 with an advanced degree in tax law. 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
REPRESENTATION BEFORE THE UNITED STATES TAX COURT
(click on link to learn what we can teach you what the book does not)
In partnership with the Tax Litigation Clinic at the Tax Law Institute
Audio-Visual Delivery
Winter | Spring | Fall 2025 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
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
Mock Student Trial Practice & U.S. Tax Court Clinics & Pro Bono Program
►$27,995 + Financing @ 10%
Remote audio-visual delivery from the Nantucket Apprenticeship Conference Center
