Tax Law Institute

U.S. Tax Court Bar Prep & Licensing | $995 per course | Rolling Admissions

Prepare for the 2023 Non-Attorney Bar Examination. Use prior exam questions with model answers explained. Small group. Top instructors. Real-time. 3-4 remote weekly classes per subject. Audio-Video Conferencing. Digital books. Class recordings. Two letters of recommendation.

Updated Substantive Tax Course with Remote Exam Simulation $1595

Pictured above L.B. Carpenter CPA USTCP, Senior Lecturer

2017 Graduate of the Tax Law Institute

JOIN USTCP apprenticeship | SPRING | SUMMER | FALL | 2023

Pass the Exam then Train to Litigate

Legal Information & Research provided by LexisNexis

STARTS SATURDAY, MAY 6, 2023

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 supervising representative of United States Tax Court Clinics & Pro Bono Programs.

PAST CONTRIBUTORS

Honorable Judge John F. Dean J.D. LL.M in Taxation, former Special Trial Judge of the United States Tax Court and Dean Emeritus of Faculty. Joni Larson J.D. LL.M. in Taxation, tax litigator and author; Frank Agostino J.D. LL.M. in Taxation, trial attorney and philanthropist; Robert E. McKenzie J.D. LL.M. in Taxation, retired author, E.A. and Tax Attorney; Lorry Sorgman E.A. MST USTCP, IRS enrolled agent and USTCP; L.B. Carpenter CPA USTCP, Chief Tax Litigator & Tax Practice Director and HLITC Pro Bono Representative; Jim Chapman E.A. M.A. in English Literature, MPA in Financial Management, IRS enrolled agent and Director of Federal Tax Research and Chair of Board of Directors at the Hawaii Federal Tax Clinic; Janean Kong E.A., IRS enrolled agent and Hawaii Federal Tax Clinic Director; Daniel Ng J.D. LL.M. in Litigation & Trial Advocacy, Associate Director of Litigation Training & Trial Practice; and Michael Stuart J.D. LL.M. in Elder Law & Special Needs Law (Candidate) MPA in Intl. Relations, Litigation Training & Trial Practice Director, President of the Hawaii Federal Tax Clinic, and Clinical Coordinator of the 501(c)(3) Hawaii Student Trial Practice Program.

TEACHING ASSISTANT & ADMINISTRATOR

Christopher Kelaher M.L.S., MST, Code Section Specialist (IRC), Administrator for the U.S. Tax Court Litigator Digital Platform and Acting Clerk of the Court for the Mock Trial Program.

REPRESENTATION BEFORE THE UNITED STATES TAX COURT

(Click on link to see complete program)

Virtual classes | Video conferences convene every other Saturday

Session 1

Spring-Summer-Fall 2023

May 6, 2023, thru June 3, 2023

Case Preparation & Management

Litigating in Tax Court

Tax Court Jurisdiction

Pleadings

Pre-Trial Motion

Session 2

Spring-Summer-Fall 2023

June 17, 2023, thru July 15, 2023

Mock Trials: Litigation Strategies in U.S. Tax Court

Discovery
Pre-Trial Negotiations

Trial Preparation and Presentation of Case

Session 3

Spring-Summer-Fall 2023

July 29, 2023, thru August 26, 2023

Post-Trial Matters: Briefs, Opinions, Decisions, and Motions

Appeals

Special Matters: Small Tax Cases, Collection Due Process

Short Discussion Topics and Spousal Defenses | Mock Trials

Fall Session of U.S. Tax Court | September 2023 thru December 2023

Mock Student Trial Practice & U.S. Tax Court Clinics & Pro Bono Program

under oversight of participating counsels

►Awards 80 CPE/CE Credits

Fee $5,995 per session | Required Deposit $2,570.71 before May 6, 2023

(To see payment plan option at Courses & Fees click here)

Payment Plan $2,570.71 for 6 months. Includes all books and materials; digital platform access and login codes for 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

Sign-up and get a free copy of "A Practitioner's Guide to Tax Evidence" by Joni Larson

Tax Law Institute at Washington DC

1717 N Street NW Washington DC 20036

(202) 800-9230

Copyright © 2001-2023 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.