Read our Guidebook to Admissions & Trial 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 will become a bounded specialist in Federal tax procedure, auditing and litigation.

In partnership with the 501(c)(3) Pro Bono Hawai'i Federal Tax Clinic Approved U.S. Tax Court Clinical, Student Trial Practice and Calendar Call Program.

Coordinated by: 

Louis L.B. Carpenter CPA CFP USTCP | Tax Litigation Counsel and Senior Lecturer at the Tax Law Institute | Coordinator of Approved U.S. Tax Court Clinical, Student Trial Practice and Calendar Call Program

Janean A. Kong E.A. Cert. P.A.| Clinic Director of Hawai'i Federal Tax Clinic | Asst. Coordinator of Approved U.S. Tax Court Clinical, Student Trial Practice and Calendar Call Program

James H. Chapman E.A. M.A. M.P.A.| Federal Tax Research Director | 

Michael Stuart J.D. M.P.A. Emeritus Professor | Litigation Training and Trial Practice Director at the Tax Law Institute | Asst. Clinical Coordinator of Approved U.S. Tax Court Clinical, Student Trial Practice and Calendar Call Program

Introduction

The Apprenticeship and Student Trial Practice for United States Tax Court Practitioner aka Tax Litigation Counsel. The program covers the following five (5) topical areas. Included in the cost are all 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.  

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 $21,995 USD | Payment Plan Available 

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.