Fees/Courses/Policy


Effective as of October 18, 2020

Bar Review and Apprenticeship Classes will be led by Judge John F. Dean and Professor Joni Larson. Judge Dean is a former U.S. Tax Court Special Trial Judge (STJ) and Professor Larson is a former IRS litigator and U.S. Tax Court judicial law clerk. She is also a celebrated legal author who literally "wrote the book" on tax evidence. Additional works include several text books on Partnership Taxation and Federal Tax Research. The focus of their team-teaching and lecture series is on preparing nonattorneys for United States Tax Court Trial Practice and Litigation.

Special Enrollment Examination Classes will be led by James H. Chapman. These classes meet during weekly sessions lasting up to 90 minutes and require the participant to engage in extensive reading exercises related to the IRC and the completion of detailed, weekly assignments utilizing various digital and print research and study aids assigned by the instructor. Mr. Chapman is an IRS Special Enrolled Agent and National Tax Practice Institute Scholar.

Workshops will be led by Michael Stuart and occasional guest speakers, James H. Chapman E.A. and L.B. Carpenter CPA  USTCP. The workshops will cover various aspects of Substantive Tax Law, Federal Rules of Evidence as Applied in Tax Court, Legal Ethics, U.S. Tax Court Rules of Practice and Procedure, Tax Litigation, Trial Documents, Legal Writing, and the Branerton Conference. Mr. Chapman is an IRC Scholar and nonattorney test-taking strategist. Mr. Carpenter is a CPA member of the Tax Court bar and Chief Tax Litigator at affiliate, U.S. Tax Court Litigators.org. Michael Stuart is a teaching specialist in U.S. Tax Court litigation.

Tutorial services for the 2020-2021 Tax Court Bar Review are free and managed by Rod Monger E.A. Mr. Monger holds a doctorate ( Ph.D. in accounting), MBA and B.S. (economics) degrees and serves as adjunct professor of accounting at a private university. He is presently participating in the 2020-2021 Tax Bar Review as both a tutor and applicant. And while Janean Kong serves as Research Associate for U.S. Tax Court Litigators.org., she will help to administer general tutorial services as Teaching Assistant and Master Tutor at TLI during the 2021 Tax Court Bar Review.

Questions related to academic programming, scheduling, events, registration, fees, and administrative matters should be directed to Michael Stuart, Program Director at the Tax Law Institute.

COURSES & FEES

  • Tax Bar Review Sessions (Books Included)
    • Federal Rules of Evidence as Applied in TC - $2995
    • U.S. Tax Court Rules of Practice & Procedures - $2995
    • Legal Ethics: ABA Model Rules of Professional Conduct - $2995
    • Substantive Tax Law: TC Memos, Summary Opinions, and Cases - $2995
  • Workshops
    • Tax Bar Tutorial Services (Free to registered applicants)
    • Apprenticeship Courses (Books Included)
      • Tax Litigation for USTCP
      • Trial Documents
      • Legal Writing
      • Mock Branerton
  • 8-Week Crash Course (Books, Online Study Module & Print Materials Included)
    • Tax Bar Nonattorney PreExam Review - $4995
  • Tax Litigation Certification for USTCP (Books Included)
    • Litigation Practice in U.S. Tax Court - $4995
    • Mock Branerton Conferences for USTCP - $1595
    • Trial Documents Certification for USTCP - $2995
    • Legal Writing Certification for USTCP - $2995
    • Representation Before the United States Tax Court & Strategies for Tax Litigation - $3995
  • Pretrial Tax Litigation Support Specialist Certification (Books Included)
    • Required Courses
      • ​​​​​​​Federal Rules of Evidence as Applied in Tax Court - $2995
      • U.S. Tax Court Rules of Practice and Procedure - $2995
      • Legal Ethics (ABA Model Rules of Professional Conduct) - $2995
      • Substantive Tax Law (Caselaw & Division Opinions) - $2995
        • Tax Litigation - $4995
        • Trial Documents Preparation - $2995
        • Legal Writing for Paralegals - $2995
  • Professional Practice Program (Books Included)
    • SEE Preparation - $4995
    • Tax Court Bar Review - $11,980
    • Apprenticeship -
      • Tax Litigation Certification for USTCP - $4995
      • Mock Branerton Conference for USTCP - $1595
      • Trial Documents Certification for USTCP - $2995
      • Legal Writing Certification for USTCP - $2995
    • Practice Area Specialization Course - $3995
  • Specializations: Practice Area Courses (Books Included)
    • Partnership Tax - $3995
    • E-Commerce Tax Planning - $3995
    • Small-Mid-Size Business Tax Planning - $3995
    • Real Estate Taxation - $3995
    • Tax Fraud and Evasion - $3995
    • Taxation of Intl. Transactions - $3995
    • Taxation of Intl. Mergers, Acquisitions & Joint Ventures - $3995
  • Registration Fee - $125
  • Payment Plan Surcharge - 12%
  • Access to Westlaw - Free to registered applicants
  • Access to Parker Publishing - Free to registered applicants

Additional instructional and tutorial support and personal coaching is provided by the Teaching Faculty at the Tax Law Institute. There are no additional charges for these services

►Currently, the true cost (as of October 2020) to get an applicant prepared, admitted and trained to begin his/her practice, including test-taking, litigation instruction, legal research and legal writing instructions to serve as United States Tax Court Practitioner aka "Tax Litigation Counsel" is approximately $35,000-$37,000. This cost includes specialized training in a practice area such as "Charitable Gift Planning" or "E-Commerce Tax Planning" or "Tax Fraud & Evasion Defense". Unless specified, books are always included. Payment Plans are available.

PAYMENT GUIDELINES

  • We accept credit/debit cards (as pictured above), e-checks, certified checks, and electronic wire transfers as payment for our programs and courses.
  • Reversing a credit transaction (chargeback) automatically voids your Registration and bars any future enrollment at TLI - no exceptions. Chargebacks related to fraudulent allegations of "no-service" are prosecuted under Federal theft of services and fraud statutes. Bear in mind that as an applicant you submit to jurisdiction when you register.
  • NSF e-checks are charged a return check fee of $125.
  • There is a $100 per day charge for each day a scheduled payment is overdue.
  • Unless you have established a payment plan where applicable, fees for all courses are to be paid-in-full at the time of enrollment.
  • Applicants are allowed to carry one (1) payment plan per session.
  • Payments for hotel accommodations and meals are not counted as fees. Such payments are returnable if a live conference or bar review becomes a force majeure event, which refers to an occurrence which is outside the reasonable control of a party and which prevents that party from performing its obligations under a contract.

TLI pursues bad accounts in the appropriate legal forums throughout the national jurisdiction. TLI reports to all the major credit agencies as well as to the IRS Office of Return Preparers, IRS Office of Professional Responsibility, and the U.S. Tax Court Office of Admissions and Discipline. Where fraud and/or theft of services is at issue, TLI also reports to the FBI and prosecutes civilly through the Federal district courts and/or criminally through the local district attorney.

NO REFUNDS - CREDITS ONLY!

PROTOCOLS

  • Dial-in number and access code sent via email. Not to be shared with unauthorized parties.
  • During sessions, telephones must be muted while others speak.
  • No more than one (1) absence is permitted during the administration of any course or program.
  • Login records determine CPE credits that will be awarded and as well as issuance of sponsor recommendations.
  • Applicants are encouraged to participate in discussions and to ask questions.
  • Prompt logins are appreciated. Please announce yourself. Lateness is discouraged.
  • Having a laptop or notebook during class increases your comprehension.
  • No unauthorized persons allowed in the electronic conference rooms.
  • Judges are to be addressed as "Judge" or "Your Honor".
  • Professors are to be addressed as "Professor".

►And don't forget to register for the 8-Week Tax Court Bar Review that will meet every Saturday, September 11, 2021 thru October 30, 2021. Like most other programs at TLI this Review is offered remotely.

►Awards 30 CPE/CE Credits

WORKSHOPS


Eight Saturdays - 56 Hours - 18 Sessions


with

Top Legal Experts formerly with the IRS & U.S. Tax Court

image-858256-native_american_justice-45c48.jpg

Fmr. Special Trial Judge of U.S. Tax Court | Distinguished Judicial Speaker at Tax Law Institute

&

Fmr. Judicial Law Clerk of U.S. Tax Court | Fmr. IRS Litigator in Office of Chief Counsel | Professor of Law and Distinguished Author at Tax Law Institute

Joni Larson "wrote the book" on Tax Evidence - A Practitioner's Guide to TAX EVIDENCE: A Primer on the Federal Rules of Evidence as Applied in Tax Court, 2nd Edition. She is a prolific author. View her other books on various topics of Federal Taxation. She is currently Professor of Law and Distinguished Author in Residence at the Tax Law Institute, where she helps to prepare federally authorized tax practitioners for the Nonattorney Examination and future trial practice in the U.S Tax Court. She also serves as a member of the teaching faculty for bar-approved CLE courses for attorneys engaged in litigation practice in U.S. Tax Court.
&

Fmr. IRS Litigator in Office of Chief Counsel | Clinical Professor of Law at Harvard Law School

Our 2021 Guest Speaker Professor Keith Fogg directs the Federal Tax Clinic at the Legal Services Center where he serves as a clinical professor of law. He joined the Harvard faculty in 2017 after teaching at Villanova Law School for a decade. He got the tax clinic at Harvard off the ground in 2015 and 2016 while serving as a visiting professor. Prior to teaching at Villanova he worked for over 30 years with the Office of Chief Counsel, IRS.  He developed a course for the Georgetown LLM program, Federal Taxation of Bankruptcy and Workouts, which he taught there for 15 years as an adjunct. More information...click or tap here

Re-printed Courtesy of Harvard Law School

Awards 40 CPE/CE Credits
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Please take note...
  • The exact date of the Nonattorney Examination is subject to Announcement published by the U.S. Tax Court, June 2021. Traditionally, the exam is administered on the second Wednesday or Thursday in November, of every other year. This is all subject to COVID-19 protocols.
  • Applicants should plan to arrive in Washington DC no later than the day/night before the Examination.
  • It is advisable to not plan your arrival on the morning of the Examination.
  • The maximum number of CPE aka CE credits allowed to be earned, for any CPE program, under IRS Return Preparers' Office Guidelines is 80 credits.

PRACTICE AREAS
Look for the soon-to-publish soft-cover, pocket guide to Tax Court admission and practice. Prepared exclusively for FATPs. The Guide to Admission and Practice in U.S. Tax Court $149 written by Michael Stuart J.D. M.P.A., Program Director at the Tax Law Institute, with foreword by James H. Chapman E.A. M.A. M.P.A. and introduction written by Judge John F. Dean, J.D. LL.M., former special trial judge of the U.S. Tax Court. And with chapter contributions from Joni Larson J.D. LL.M., law professor and former IRS litigator who "wrote the book" on Tax Evidence; Rod Monger E.A. Ph.D. M.B.A., adjunct professor of accounting at St. Mary's University; and a summary written by bar applicant, Christopher Keleher Ms. Taxation Ms. Mgmt. This soon-to-publish guidebook is a "must read" for any tax professional who is thinking about applying for admission to practice in U.S. Tax Court.

JUDICIAL MERIT AWARD

  • Each Testing Cycle, the top-performing bar candidate in the U.S. Tax Court Nonattorney Exam Prep and Apprenticeship-Litigation Program becomes the recipient of the Judicial Merit Award.
  • Recipients of the Award receive a joint appointment to the Teaching Faculty as "Lecturer" in the nonattorney exam preparation and an appointment to the research "Staff" of the TLI litigation affiliate, U.S. Tax Court Litigators.org.
  • The appointments entitle the appointee to receive fees-for-services as "instructor" for an IRS-approved Continuing Education Provider and staff "associate" of a specialty litigation-support group. 

Please take note...
Threats or innuendoes, implied or explicit, made against an IRS-Approved Provider or any member of the Teaching Faculty are reported to the IRS Return Preparers Office, IRS Office of Professional Responsibility, U.S. Tax Court Office of Admissions and Discipline, and to the FBI as well as to local policing and prosecuting authorities throughout the national jurisdiction.

►Photo Courtesy of the Ronald Reagan Building and International Trade Center
►Photo of Courtroom Courtesy of U.S. Tax Court
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Register +1.800.513.1598

Guarantee

If you prepare with us and do not pass the 2021 Non-attorney Exam then you may repeat the Program, at no charge, during the 2023 Testing Cycle.


Extended Office Hours
Mon - Sat: 09:00 AM - 07:00 PM