Fees/Courses/Policy



Dedicated to Teaching & Learning
Continuing Professional Education

Effective January 1, 2021​​​​​​​​​​​​​​
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) - $399 per session
    • 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
    • Strategies for Tax Litigation - $1595
  • Representation Before the United States Tax Court (Print Materials Included)
    • One-Day Advisory and Simulation in Acting U.S. Tax Court Forum - $1995
    • 5-Week Advisory and Simulation in Acting U.S. Tax Court Forum - $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 Program for Accountants in Federal Tax Practice  (Books Included + Private Tutorials) 
    • SEE Preparation - $4995 or Virtual Pre-exam Tax Bar Review - $4995 (Select either)
    • Extended Tax Court Bar Review (Non-attorney Exam Prep) Program - $11,980
    • Digital Study Platform - $1695
    • ​​​​​​​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 (Select from among choices below)
  • 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
    • Taxation of Intl. Transactions - $3995
    • Taxation of Intl. Mergers, Acquisitions & Joint Ventures - $3995
    • Tax Fraud and Evasion - $3995
  • 3-Weekend Courses + Workshops - $995 + $25 Registration Fee
  • e-Study Digital Module
    • 1 course $495
    • 2 courses $945
    • 3 courses $1345
    • All 4 courses $1695
  • No Program Splits
  • 25% Down Payment Required (does not include "3-Weekend Courses")
  • ​​​​​​​​​​​​​​​​​​​​​Registration Fee - $125
  • Payment Plan Surcharge - 12%
  • Access to Parker Publishing - $399

► 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 January 2021) of the Professional Practice Program for EAs and CPAs to get an applicant prepared, admitted and trained to begin his/her practice, including test-taking, legal research, legal writing instructions, litigation instructions, and student trial practice (Hawaii free tax clinic) and to serve eventually 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 but no program splitting is allowed. You must sign up for a full program. Please look carefully at each program before making a final choice. 

►The "Kelly-clause" is inserted in all enrollment agreements to remind applicants not to sign-up for programs they cannot afford. Chargebacks after the applicant has participated in conference services are treated as acts of fraud and theft of services, in accordance with federal civil statutes, and are prosecuted accordingly.  

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 attorneys.

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". ​​​​​​​
​​​​​​​​​​​​​​Workshops
Convene every Saturday morning, January 2020 thru October 2021

with  

Michael Stuart
Professor Emeritus | IRS Approved CPE Provider of Federal Tax Law and U.S. Tax Court Trial Practice & Litigation



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

John Dean was appointed to the bench as a special trial judge in 1994, during the administration of President Clinton. He presided over numerous cases as a member of a "traveling court" that went from city-to-city, wherever the Tax Court held sessions. His rulings and decisions continue to appear at the U.S. Tax Court website Opinions Search. Recently, Judge Dean announced that he would relinquish his speakership at TLI and fully retire in 2021. His legacy is unique among his judicial colleagues. He is the only former U.S. Tax Court special trial judge to oversee nonattorney preparation in the history of the Court. Judge Dean was appointed Dean of Faculty at the Tax Law Institute in 2021.

&

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 T. 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.

Tax 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 $399 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; and observations written by 2021 tax bar applicants, Rod Monger E.A. Ph.D. M.B.A. and Christopher Keleher M. Sc. Taxation  M. Sc. 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 +1.202.800.9230

Guarantee

If you prepare with us and do not pass the 2021 Nonattorney 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