TLI Guidebook to Non-Attorney Admission & Practice in U.S. Tax Court

Transitioning from IRS Enrolled Agent or CPA to United States Tax Court Practitioner aka Tax Litigation Counsel is no easy task. You are about to become a specialist in taxes and litigation.

In partnership with the 501(c)(3) Hawaii Clinical Trial Practice Program

Coordinated by Michael Stuart J.D. M.P.A. Professor Emeritus | Litigation Training Director at the Tax Law Institute | Clinical Coordinator of the 501(c)(3) Student Trial Practice Program at the Hawaii Federal Tax Clinic

Introduction

The Apprenticeship and Student Trial Practice Program begins after the administration of the bar (non-attorney) examination. The program covers the following five (5) topical areas. All books and printed materials are included in the cost of the program along with tutorial services, access to digital platform and participation in the Mock Trial Program. There are no additional fees beyond the initial cost of the program. 

          A.  Representation Before the United States Tax Court

          B.  Trial Documents Used in U.S. Tax Court Litigation

          C.  Legal Writing for United States Tax Court Practitioners

          D. Mock Branerton Conference

          E.  Litigation Strategies in United States Tax Court

PAST CONTRIBUTORS

Honorable Judge and Professor John F. Dean, formerly Special Trial Judge of the United States Tax Court and Dean of Faculty at the Tax Law Institute (now in full retirement); Professor Joni Larson, tax litigator and author; trial attorney Frank Agostino, tax controversy and litigation; Robert E. McKenzie, author, IRS enrolled agent and tax attorney; Lorry Sorgman, IRS enrolled agent and mentor; L.B. Carpenter, Chief Tax Litigator and Tax Practice Director and Pro Bono Representative for Hawaii LITC; Jim Chapman, Director of Federal Tax Research at the Tax Law Institute and Chairman of the Board of Directors of the Hawaii Federal Tax Clinic; and Professor Emeritus Michael Stuart, Litigation Training & Trial Practice Director at the Tax Law Institute and Volunteer Coordinator of the 501(c)(3) Hawaii Student Trial Practice Program at the Hawaii Federal Tax Clinic.  

TEACHING ASSISTANT

Christopher Kelaher, Teaching Assistant, IRC Specialist, and Administrator for the U.S. Tax Court Litigator Digital Platform and Mock Trial Program. 

Program Structure

Teaching you the various litigation strategies you may utilize depending on your case scenario. This is done primarily via the 501(c)(3) Hawaii Student Trial Practice Program, where you actually get to practice litigating a small tax case in U.S. Tax Court under the supervision of our pro bono counsel. Aside from having general access to LexisNexis legal information and research, participants have access to other LexisNexis's online features.

Program Objective

Tax Court litigation is logical. Good case preparation is the most important responsibility you will provide to your client, along with ensuring that you always have their written informed consent. This program will prepare you to always do both, along with many other tasks that will ensure that regardless of all else, you will build a professional reputation as a competent and well-trained litigator and trial practitioner. 

Fee $17,995 USD | Payment Plan Available - Deposit $2,474.31 plus 7 Monthly Installment $2,474.31, which includes 10% surcharge. 

February 17, 2021

Internal Revenue Service

Review Analysis

Gentlemen/Madame:

I highly recommend the Tax Law Institute for anyone interested in passing the Tax Court [sic] examination and being approved [sic] to represent taxpayers in the United States Tax Court. I have only been enrolled for approximately one month but I am very pleased with the material and education that I have obtained so far. I have researched many Tax Court training and education programs but the Tax Law Institute offered the most expansive program.  The advice and guidance I have received has been exceptional and I look forward to expanding my education with the Tax Law Institute and trust I will succeed.

Respectfully,

Kimberely Bates, EA

Founder, Central Florida Tax Solutions Inc.