IRS APPROVED PROVIDER OF CONTINUING EDUCATION FOR ENROLLED AGENTS & CPAs
The Honorable Judge John F. Dean, J.D. LL.M.
Dean of the Faculty
Dean of the Faculty | Fmr. United States Tax Court Special Trial Judge | Distinguished Judicial Speaker Emeritus | Member of the Bar United States Tax Court | Professor Emeritus | Admitted to Practice Supreme Court of the United States | Fmr. Tax Litigator in the IRS Office of Chief Counsel - Domestic & International
The Distinguished and Honorable John F. Dean sat on the bench for 20 years as Special Trial Judge (STJ) in the U.S. Tax Court. He joined the Tax Law Institute upon his retirement from the Court. He serves as Distinguished Judicial Speaker Emeritus for CLE and CPE Programs for Attorney and Non-attorney members of the U.S. Tax Court Bar. Judge Dean leads occasional discussions in trial practice, litigation, and appeals for attorneys and non-attorney practitioners who practice in U.S. Tax Court. He is admitted to practice in numerous jurisdictions, including the Supreme Court of the United States, and various district courts He has been in legal practiced since 1974. Judge Dean received his graduate legal education at Georgetown Law Center, where he earned the M. Law Taxation. He earned his J.D. at Catholic University. He was appointed Dean of the Tax Law Institute in 2021.
Professor Joni Larson J.D. LL.M.
United States Tax Court Attorney | Distinguished Author at the Tax Law Institute | Member of the Bar United States Tax Court | IRC & Tax Evidence Scholar | Fmr. Tax Litigator in IRS Office of Chief Counsel
Tax Attorney and Professor Joni Larson taught the Partnership Taxation, Income Taxation, and Tax Research and Argument courses in the graduate Tax (LL.M.) program at Cooley Law School. She also taught the Taxation, Wills, Estates and Trusts, and Business Organizations courses in the Cooley J.D. program. She holds numerous publishing credits in these fields. Her most notable publication, A Practitioner's Guide to Tax Evidence: A Primer on the Federal Rules of Evidence As Applied by the Tax Court, is a must-read for anyone preparing for trial before the U.S. Tax Court. Professor Larson earned a J.D. from the University of Montana and an LL.M. in Taxation from the University of Florida. She clerked for the Honorable Judge Irene Scott of the United States Tax Court, and then joined the IRS Office of Chief Counsel as a tax litigator in the Austin, Texas, District Counsel Office. She spent several years with the Passthroughs and Special Industries Branch of the Field Service Division of the National Office and, after the reorganization, worked in the Small Business/Self-Employed Division. r. IRS Litigator in Chief Counsel's Office | Admitted to the Bar State of Indiana
Larson's Most Recent Publication
A must-read for anyone preparing for trial before the U.S. Tax Court, the Second Edition of A Practitioner's Guide to Tax Evidence: A Primer on the Federal Rules of Evidence As Applied by the Tax Court takes the reader step-by-step through the Federal Rules of Evidence as applied by the Tax Court and brings coverage of Tax Court opinions current through early 2017. This compilation results in an easy-to-follow collection of cases to support or guide a practitioner facing an evidentiary problem before the Tax Court. New material in the Second Edition includes: Information as to why an appellate court reversed the Tax Court's evidentiary decision (and, where applicable, why it affirmed the Tax Court's decision). Information about splits of authority in the appellate courts regarding evidentiary issues. Significantly more examples of how the Tax Court has applied the rules of evidence. The condensed and well-organized sections allow one to easily spot a particular issue or the Evidentiary Rule at hand and to find the supporting cases, and the case discussions have sufficient detail to allow the reader to know whether to go and read the full case. The brief summary of requirements of the major rules presented along with dozens of practice pointers assist the practitioner in charting the proof necessary to succeed. (Courtesy of Amazon)
Louis "L.B." Carpenter CPA USTCP CFA
United States Tax Court Practitioner | Tax Litigation Counsel | Member of the Bar United States Tax Court | Lecturer | Chief Tax Litigation Counsel at USTCL
Tax Litigation Counsel and Lecturer Louis "L.B." Carpenter has been in Federal Tax Practice as a CPA (Florida) for almost 30 years. He is a Certified Financial Planner. He provides federal tax litigation support to attorneys and is often called upon to express his knowledge of the IRC and published opinions. Consequently, numerous attorneys rely upon him to serve as expert witness. L.B. Carpenter is a contributing speaker to the Tax Court Bar Review. He was named Chief Tax Litigation Counsel and Tax Practice Director at U.S. Tax Court Litigators.org. He confers with judicial counsel, legal academics, and IRC scholars before pleading and joinder of issue. He recently successfully settled a two-million-dollar Federal civil tax controversy in U.S. Tax Court for $450. He was trained in U.S. Tax Court trial practice and litigation at the Tax Law Institute. He was degreed with the B.Sc. in accounting after graduating from the University of Miami.
Michael Stuart J.D. M.P.A.
IRS Approved CE Provider of Federal Tax Law (IRC) and U.S. Tax Court Litigation | The Florida State Bar Approved CLE Provider of Federal Tax Law | Fmr. Chair of Teaching Faculty of Joint Program in Taxation and Litigation at the Tax Law Institute and University of Alabama School of Law Graduate Tax Program | Founding President of the Hawaii Federal Tax Clinic
Michael Stuart is a former tax policy advisor to the White House; past visiting scholar appointee for public policy (taxation) at Yale Law School; and former special consultant (Islamic banking, auditing & finance) to Harvard University. He spent 20 years on Wall Street. He is editor of and principal contributing author to the Guide to Admission and Practice in U.S. Tax Court. From 2014 to 2018, he chaired the teaching faculty and coordinated the Joint Program in Taxation and Litigation at the Tax Law Institute and University of Alabama School of Law Graduate Tax Program. His public service endeavor with the Consumer Bankruptcy Unit of the Legal Aid Society included negotiated workouts with the IRS for indigent clients. He earned his Doctor of Law (J.D.), cum laude, at the British-American Law School in partnership with the University of Cambridge program in English Common Law. He was appointed tenured professor of law (Islamic banking laws & finance), and later, academic dean. He was designated visiting lecturer (Islamic banking) at the Southern New England School of Law re-chartered University of Massachusetts School of Law Dartmouth. He is an alumnus of Yale and a founding staff member of the Harvard Islamic Financial Information Program at the Center for Middle Eastern Studies at Harvard University. He served briefly at the Trilateral Commission and trained in international business relations at the Fletcher School of Law and Diplomacy. He is certified in political economy and holds a master's degree in international relations from Harvard. He manages TLI's charitable giving program and is the founding president of the Hawaii LITC Corp. aka the Hawaii Federal Tax Clinic.
James H. Chapman E.A. M.P.A. M.A.
Lecturer Emeritus | Director of Federal Tax Research at the Tax Law Institute | Certified Pretrial Tax Litigation Specialist | National Tax Practice Institute Fellow | FY 2021 Chairman of Board of Directors of the Hawaii Federal Tax Clinic
IRS Enrolled Agent James H. Chapman is an expert in tax accountancy, auditing and fraud detection. He has been an IRS Enrolled Agent and NTPI Fellow for almost 15 years. He joined the Tax Law Institute in 2008 as a guest lecturer, after which he became a full-time member of the Teaching Faculty (Federal Tax Accounting & Auditing). He lectured in the non-attorney admissions and bar review program for 10 years. During his tenure he established the program certification in pretrial tax litigation aka the Chapman Certification. Mr. Chapman served as a TLI representative to the 2014 Judicial Conference held by the U.S. Tax Court and hosted by Duke University Law School. He holds the M.P.A. and M.A. degree from Webster College. He is designated as Chief Tax Accountant for TLI and USTCL. He was recently named coordinator of the Professional Program for Tax Accountants at the Tax Law Institute.
Janean Kong E.A.
FY 2021 Clinic Director of the Hawaii Federal Tax Clinic | Certified Pretrial Tax Litigation Specialist | Certified State of Hawaii Tax Strategist | Certified State of Hawaii Master Tax Tutor | Certified Professional Accountant | State of Hawaii
Janean Kong has been approved to practice as IRS Enrolled Agent for 10 years. Ms. Kong is certified in pretrial tax litigation by the Tax Law Institute. She joined the TLI as litigation associate to support non-attorney student practitioners who will handle "s" cases, pro bono, in U.S. Tax Court under attorney or USTCP supervision. In addition to those responsibilities, she serves as Master Tutor for non-attorney admissions where she provides tutorial services to bar applicants. She holds State of Hawaii certifications as Tax Strategist, Tax Coach and Master Tutor. She earned a Graduate Professional Accounting Certificate from the University of Hawaii. In 2020, she was named Clinic Director of the TLI-sponsored Hawaii Low Income Federal Taxpayer Clinic (LITC) situated in Honolulu, Hawaii and funded by the Taxpayer Advocate Service of the Internal Revenue Service and the Tax Law Institute, with tax practice and litigation advisory provided, respectively, by TLI and its specialty tax law group and affiliate, U.S. Tax Court Litigator Corp.
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Copyright © 2001-2021 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.