Trial Documents

Required litigation training for USTCPs and for FATPs seeking certification in Pre-trial Tax Litigation Support aka "Chapman Certification"

Certificate Program

12 weekend sessions to achieve proficiency in 


Petitions  Branerton Conference  Stipulations   Motions   Memoranda   Depositions  Settlements   Trials   Post-Trial Briefs
Professor of Law
Attorney at Law
Judicial Speaker-in-Residence
at the Tax Law Institute
Fmr. U.S. Tax Court STJ

Attorney at Law
Tax Evidence Scholar
Fmr. Tax Litigator in IRS Office
of Chief Counsel & Fmr. Judicial
Law Clerk in U.S. Tax Court

Saturday Classes
1:30 p.m. - 3:00 p.m. EST

Exclusively for USTCPs and PTLSs

Moderated by

IRS Approved CE Provider
Program Director at
the Tax Law Institute

Register +1.800.513.1598

Session 1

May 1, 2021-
May 22, 2021

Session 2

June 5, 2021-
June 26, 2021

Session 3

July 10, 2021-
July 31, 2021

  1. Petition for Redetermination
  2. Designation of Place of Trial
  3. Certification of Pleadings
  4. Amended and Supplemental Pleadings
  5. Amendments to the Petition
  6. Motion for Leave to Amend
  7. Motion Procedures
  8. Motion for More Definite Statement
  9. Motion to Strike
  10. Motion to Dismiss for Failure to State a Claim
  11. Motion to Set Aside Dismissal
  12. Motion for Judgment on the Pleadings
  13. Motion for Summary Judgment
  14. Motion to Submit Case Without Trial
  15. Motion for Default
  16. Motion to Compel Stipulation
  17. Motion for Production of Documents
  18. Motion to Compel Production
  19. Motion to Request for Admission
  20. Motion to Review
  21. Depositions
  22. Consensual Discovery Depositions
  23. Compulsory Discover Depositions
  24. Evidentiary Depositions
  25. Depositions to Perpetuate Testimony
  26. Stipulation to Take Deposition
  27. Pre-petition Evidentiary Depositions
  28. Depositions After Commencement of Trial
  29. Depositions Using Written Questions
  30. Deposition Subpoena
  31. Motion for Protective Orders
  32. Petitioner's Motion for Copy of Own Statements
  33. Expedited Case Joint Motion
  34. Motion to Sever
  35. Motion to Consolidate
  36. Motion in Limine
  37. Motion to Seal the Record 
  38. Post-Trial Brief                                                                                                                                
Awards 8 CPE/CE Credits

"The best evidence admitted into the record determines who wins the case..."


►Offered concurrently with "Tax Court Litigation"

Register +1.800.513.1598

Senior Judge David Laro of the U.S. Tax Court addresses Finding Resolution Through Concurrent Witnessing - Hot-Tubbing with the Judge and Expert.

Courtesy of NACVA Video Network

United States Tax Court Senior Judge David Laro discusses...
Extended Office Hours
Mon - Sat: 09:00 AM - 07:00 PM