1717 N Street N.W. | Ste.1 | Washington D.C. 20036 | +1{202} 800-9230

  • Home
  • Courses
  • Apprenticeship
  • STAFF
  • Press Releases
  • Sponsorships
  • More
    • Home
    • Courses
    • Apprenticeship
    • STAFF
    • Press Releases
    • Sponsorships
  • Home
  • Courses
  • Apprenticeship
  • STAFF
  • Press Releases
  • Sponsorships

JUDICIAL EDUCATOR

Former Special Trial Judge & Distinguished Judicial Speaker

JUDGE JOHN F. DEAN APPOINTED DEAN AT TAX LAW INSTITUTE

He created a unique legacy while Distinguished Judicial Speaker at the Tax Law Institute, after he retired from the bench on the United States Tax Court. Read his story written by Katherine Bishop, staff writer at Attorney at Law Magazine

READ HIS STORY

2022 Visiting Lecturers at the Tax Law Institute

During the 2022 Apprenticeship, the Tax Law Institute invited several notable Tax Court practitioners with expertise in trial practice, trial document preparation, and evidence collection and presentation to participate in the litigation training program. 

Distinguished Author, Litigator & Tax Evidence Scholar

JONI LARSON LL.M. J.D.

Former judicial law clerk for U.S. Tax Court Judge Irene Scott, Joni Larson was a tenacious IRS litigator. Now, Law Professor, Tax Scholar, and Distinguished Author with publishing credits in Tax Evidence, Partnership Taxation, and Federal Tax Research. She lectured in 2020-21 at the Tax Law Institute at Wahington DC,

sEE HER BOOKS
Distinguished Aiuthor, IRS Enrolled Agent & Trial Attorney

Robert E. McKenzie, Esq. LL.M. J.D.

Robert E. McKenzie lectured at the Tax Law Institute on Saturday, May 7, 2022. He discussed the contents of his recent book and his career as an IRS enrolled agent and tax attorney. The remote session was held in the virtual conference room of the Tax Law Institute at Washington DC. 

Distinguished Trial Attorney & Non-profit Advocate

Frank Agostino, Esq. LL.M. J.D.

Frank Agostino was the first to speak to the members of the 2022 Apprenticeship Program at the Tax Law Institute. His presentation included a detailed overview of the procedures that must be followed in order to successfully prosecute a case in U.S. Tax Court. 

Guest Speaker & Mentor

Lorry Sorgman E.A. MST USTCP

Ms. Sorgman attempted five times to pass the Tax Court non-attorney exam. She finally did so and has since spent her time mentoring exam applicants who have been unsuccessful in gaining admission to the Tax Court bar. She will speak during several Saturday classes at Tax Law Institute.

Learn More

Join HMX Program | Harvard Medical School | SPecialize in medical practice taxation | TLI

Fall 2022

SPECIALIZE IN MEDICAL PRACTICE TAXATION AT THE TAX LAW INSTITUTE

SPECIALIZE IN MEDICAL PRACTICE TAXATION AT THE TAX LAW INSTITUTE

SPECIALIZE IN MEDICAL PRACTICE TAXATION AT THE TAX LAW INSTITUTE

Moderated by M.D. Ph.D & CPA USTCP


The Tax Law Institute offers a practice specialization in Medical Practice Taxation. The course is open to:

  • graduates of the TLI bar admissions and apprenticeship programs
  • CPAs and Enrolled Agents who can demonstrate a proficiency in tax accounting and some knowledge of medical applications.
  • physicians (active and retired), pharmacists, Ph.Ds, and other qualified healthcare professionals who can demonstrate some knowledge of accounting principles. 


With contributions from former U.S. Tax Court Special Trial Judge John F. Dean


Fee: $2995


Next Session: April 12, 2022 - June 24, 2022


For further information, please write to michaeljerome.stuart@aya.yale.edu

Moderated by HMS Teaching Faculty

SPECIALIZE IN MEDICAL PRACTICE TAXATION AT THE TAX LAW INSTITUTE

SPECIALIZE IN MEDICAL PRACTICE TAXATION AT THE TAX LAW INSTITUTE

 

Harvard Medical School offers a unique online learning experience for professionals who want to understand medical science – from essential concepts to cutting-edge applications.


HMX courses are recommended for companies that want to:

  • gain a competitive advantage by helping employees better understand the medical science needed to do their jobs more effectively
  • enable cross-functional teams to communicate and collaborate better
  • deliver a flexible, accessible learning experience to employees worldwide


 Course Offerings


HMX Pro


The HMX Pro series was designed to help busy professionals get up to speed on the latest advances in fields like genetics, immunology, and pharmacology, from essential concepts to cutting-edge applications. Advanced topics include cancer genomics and precision oncology; immuno-oncology; genetic testing and sequencing technologies; drug delivery; vaccines and viral immunology; and novel therapies for chronic inflammation, autoimmunity, and allergy.


HMX Fundamentals


The HMX Fundamentals series features in-depth overviews of foundational science topics and their clinical applications, appropriate for a range of learners and applications. Available courses include immunology, genetics, pharmacology, biochemistry, and physiology.


Fee: $800 (sliding scale)

How to Apply to HMX Program

Contact 


Lauren McHale

HMX Office of Online Learning

Harvard Medical School

Lauren_McHale@hmx.harvard.edu
Harvard Institute of Medicine

4 Blackfan Circle

Boston, MA 02115

617-432-8900 

SELF-STUDY FOR 2023 NON-ATTORNEY EXAMINATION

United States Tax Courtroom

 Prepare at your own pace for the Tax Court non-attorney exam. Subscribe to our digital portal (THINKIFIC) at an introductory rate of $1695. All tested subjects. Access prior non-attorney exam questions and our suggested answers; get our customized study notes; self-test using our pop quizzes with answers; and get transcribed class lecture notes. Visit  michael-s-school-e2e2.thinkific.com Redacted by Rod Monger E.A. Ph.D. MBA  (2021 U.S. Tax Court Non-Attorney Bar Applicant), and reviewed and approved by Professor Joni Larson

ROD MONGER E.A. Ph.D. MBA

He facilitated the development of the e-study platform aka U.S. Tax Court Litigator - a training module for U.S. Tax Court bar candidates based upon notes and recordings of real-time lectures presented by the Teaching Faculty. The platform is owned and managed by the Tax Law Institute.

Purchase audio recordings of our tax law classes

Hear former U.S. Tax Court Judge John F. Dean introduce the Federal Rules of Evidence and explain Legal Ethics; Professor Joni Larson review the FRE as they are applied in Tax Court as well as the U.S. Tax Court Rules of Practice and Procedure; and listen to Jim Chapman and L.B. Carpenter talk about Substantive Tax Law,  with contributions from Judge Dean and Professor Larson about individual and partnership tax principles and about notable Tax Court cases and published opinions - all of which are tested on the Tax Court Non-attorney Bar Exam.

Click here Buy bundle & save $500

Janean Kong | Clinic director |Hawaii Federal Tax Clinic

NOVEMBER 2020

HAWAII LOW INCOME TAXPAYER CLINIC

Generously supported by the Tax Law Institute 


The Tax Law Institute incorporated and organized the Hawaii Federal Tax Clinic that was approved for funding in November 2020. The Hawaii Federal Tax Clinic, a (501)(c)(3) corporation, is located on the Hawaiian island of Oahu, in downtown Honolulu, adjacent to Waikiki Beach at 500 Ala Moana Blvd.  The Clinic Director is local resident, Janean Kong. She is a Hawaii state-certified Professional Accountant and IRS Enrolled Agent and has been associated with TLI since 2014. She became an adjunct member of the Teaching Faculty in 2018. Ms. Kong is a Certified Pre-Trial Tax Litigation Specialist and worked with U.S. Tax Court Litigators Corp. - a specialty tax law group and TLI affiliate that provides free legal services to the Clinic's indigent clients. Ms. Kong is certified by the State of Hawaii as a Tax Strategist, Tax Coach, and Master Tutor and is a graduate of the University of Hawaii Professional Program in Accounting. 


Ms. Kong is aided by three volunteers (that includes one intern), Kim Bates E.A., former financial officer who now serves as a Consultant to the Clinic Director;  Catherine Wright E.A., intern and Business Manager and Tax Compliance Officer; and Terra Malia Foti who serves as volunteer Executive Assistant to the Clinic Director. Ms. Foti, like Ms. Kong, is a local resident and a long-time professional tax associate.


The Low-Income Taxpayer Clinic (LITC) Program is a matching federal grant program that provides up to $100,000 per year to qualified organizations to represent low-income taxpayers in controversies with the IRS and provide education and outreach to taxpayers who speak English as a second language (ESL). Qualified organizations include, among others, academic institutions and nonprofit organizations throughout the U.S. that must meet the goals of the program.


Clinics participating in the LITC Program in 2021: Hawaii Federal Tax Clinic


  • Provide pro bono legal representation on behalf of low-income taxpayers in tax disputes with the Internal Revenue Service (IRS), including audits, appeals, collection matters, and federal tax litigation. LITCs can also help taxpayers respond to IRS notices and correct account problems;
  • Educate low income and ESL taxpayers about taxpayer rights and responsibilities; and
  • Identify and advocate for issues that impact low-income taxpayers.


LITC services are free or low cost for eligible taxpayers. Although LITCs receive partial funding from the IRS, clinics, their employees, and their volunteers are completely independent of the IRS.


Each clinic determines whether prospective clients meet income guidelines and other criteria before agreeing to represent them or provide consultation services. Taxpayers seeking LITC services can view the Low-Income Taxpayer Clinic Income Eligibility Guidelines.

Courtesy of the Taxpayer Advocate Service of the Internal Revenue Service

                                                                

Janean Kong, Clinic Director

L.B. Carpenter | Chief Tax Litigat0r | USTCL |Sponsor Hawaii litc Student trial Practice program

May 2021

Hawaii Federal Tax Clinic Pro Bono Program

Hawaii Federal Tax Clinic Pro Bono Program

L.B. Carpenter, CPA, CFP and USTCP is co-founder of the first U.S. Government-funded low income tax clinic in the Hawaiian Islands. He is serves as HLITC Pro Bono Representative and coordinates the Student Trial Practice Program. He is Senior Lecturer at the Tax Law Institute in Washington DC.

Hawaii Federal Tax Clinic Pro Bono Program

Hawaii Federal Tax Clinic Pro Bono Program

Hawaii Federal Tax Clinic Pro Bono Program


Copyright © 2001-2022 Tax Law Institute IRS Approved Continuing Professional Education Provider #RS7E4 - All Rights Reserved


"U.S. TAX COURT LITIGATOR" SELF-STUDY

Buy our digital self-study module for November 2023 Non-Attorney Exam - Get all four (4) tested subjects - Tax Evidence, Legal Ethics, U.S. Tax Court Rules & Substantive Tax Law - $1695. Classes start on Saturday, April 30, 2022 to prepare for the next U.S. Tax Court bar exam.

Learn more