IRS APPROVED PROVIDER OF CONTINUING EDUCATION FOR ENROLLED AGENTS & CPAs
USTCP apprenticeship | WINTER | SPRING | FALL | 2022
Litigation training with former U.S. Tax Court special trial judge & authors, USTCPs and tax attorne
Legal Information & Research provided by WESTLAW
Our remote litigation-training program 'walks-you-through' all the steps that you need to follow to properly submit and prosecute a petition in U.S. Tax Court. Includes Mock Trials and Student Trial Practice under supervision of former judge and supervising representative of United States Tax Court Clinics & Pro Bono Programs.
With contributions from the Honorable Judge John F. Dean, former Special Trial of the United States Tax Court and Dean of Faculty at the Tax Law Institute. Featuring guest speakers: Joni Larson, tax litigator and author; Frank Agostino, trial attorney and philanthropist; Robert E. McKenzie, author, E.A. and Tax Attorney; Lorry Sorgman, IRS enrolled agent and USTCP; L.B. Carpenter, CPA and USTCP, Chief Tax Litigator & Tax Practice Director for USTCL, and HLITC Pro Bono Representative; Jim Chapman, IRS enrolled agent and Director of Federal Tax Research at the Tax Law Institute and Chair of Board of Directors at the Hawaii Federal Tax Clinic aka Hawaii LITC Corp.; Janean Kong, IRS enrolled agent and Hawaii Federal Tax Clinic Director; and Michael Stuart, Program Director and an officer of the Hawaii LITC Corp. He is the 2022 Volunteer Coordinator of the Hawaii LITC Student Trial Practice Program.
Program Assistant
Christopher Kelaher, Program Assistant, Code Section Specialist (IRC), Administrator for the U.S. Tax Court Litigator Digital Platform and Acting Clerk of the Mock Trial Program.
REPRESENTATION BEFORE THE UNITED STATES TAX COURT
(Click on link to see complete program)
virtual classes meet every other Saturday
Winter 2022
Jan. 8, 2022 thru Mar. 19, 2022 (Extended to May 14, 2022)
Case Preparation & Management
Litigating in Tax Court
Tax Court Jurisdiction
Pleadings
Pre-Trial Motions
Spring 2022
Jun. 4, 2022 thru Aug. 27, 2022
Mock Trials: Litigation Strategies in U.S. Tax Court
Discovery
Pre-Trial Negotiations
Trial Preparation and Presentation of Case
Fall 2022
Sept. 10, 2022 thru Dec. 17,2022
Student Trial Practice in U.S. Tax Court Pro Bono Program
Post-Trial Matters: Briefs, Opinions, Decisions, and Motions
Appeals
Special Matters: Small Tax Cases, Collection Due Process
Short Discussion Topics and Spousal Defenses
►Awards 40 CPE/CE Credits
Fee $5,995 per session | Required Deposit $1,510
(See payment plan option at Courses & Fees click here)
Includes all winter, fall and spring sessions; books and materials; digital platform access and login codes for twelve (12) real-time classes and workshops; tutorial services; Mock Trials, and Student Trial Practice. Or, self-study and participate digitally (no logins) and receive 4-hour audio recording that covers key topics in U.S. Tax Court litigation.
Register +1.202.800.9230
e-mail michaeljerome.stuart@aya.yale.edu
The United States Tax Court Building in Washington DC photo reprinted courtesy of the U.S. Tax Court
Click to get a free copy of On Your Own in Tax Court by Lysander Venible - a 'must read' for USTCPs.