Tax Law Institute

Join the 2022 Faculty Tutorial Program and Receive Private Instructions + Remote Group Classes $1295

Start now to prepare for the 2023 Non-Attorney Examination. Get individual instructions to pass tax bar exam from the TLI Teaching Faculty. Take our real-time remote classes that will prepare you for the Tax Bar Non-Attorney Exam. Participants may sit-in for the tested subject for which they enrolled. No additional fees required. Classes convene when there are enough bar applicants that may form a class. Various members of the Teaching Faculty and visiting lecturers moderate and instruct.

USTCP apprenticeship | WINTER | SPRING | FALL | 2022

Litigation training with former U.S. Tax Court special trial judge & authors, USTCPs and attorneys

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.

CONTRIBUTORS

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 speaker, 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.

Tax Law Institute

1717 N Street NW Washington DC 20036

(202) 800-9230

Copyright © 2001-2022 Tax Law Institute Inc. - All Rights Reserved. The Tax Law Institute is an IRS Approved Provider of Continuing Professional Education (CPE), RS7E4, in Federal Tax Law and U.S. Tax Court Litigation and Trial Practice. TLI is authorized 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.