Trials & Settlements

 US Tax Court Litigators.org
Members of the Bar United States Tax Court
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Our history in U.S. Tax Court dates back to 1986
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Affiliate of the Tax Law Institute
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1.800.513.1598

United States Tax Court Defined

The United States Tax Court is a specialty court that exclusively hears tax law cases. The US Tax Court hears tax deficiency cases - cases in which the IRS asserts that the taxpayer has underpaid his or her tax liability. Prepayment of the proposed tax deficiency is not a prerequisite to litigating in Tax Court.


Photo Courtesy of U.S. Tax Court

U.S. Tax Court Trial Practice

Certified US Tax Court Litigators

  • Our practice criteria is limited to the IRS and US Tax Court
  • We practice anywhere in the United States or its territories, or whereever the US Tax Court holds session
  • Where practicable, we recommend Settlement as the cost-effective resolution.
  • Call us in confidence to discuss your case.
    • Consultation $695

Support Service for Attorneys, Non-attorneys & CPAs

  • Deficiency Notice
    • IRS Statutory Notice of Determination of Tax Liability
    • IRS Statutory Notice of Determination of Deficiency

  • Petition for Redetermination
    • Answer/Reply

  • Pleadings
    • Closings
    • Joinder of Issues

  • Branerton Conference
    • Stipulation
    • Settlement
    • Judgment without Trial
    • Summary/Partial Summary Judgment

  • Evidence Collection & Analysis
    • Forensic Accounting
    • Motions
    • Hearings
    • Trial Stipulations

  • Limited Discovery
    • Pretrial Conferences
    • Standing Orders
    • Large Case and Expedited Case Joint Motions
    • Judicial Interpretations
    • Precedent Case Research (13 Federal Circuits)

  • Pretrial Procedural & Evidentiary Motion
    • Settlement Procedures
    • Trial Subpoenas

  • Trial Procedures
    • Special Proceedings

  • Post-Trial Proceedings
    • Refund Claims

  • Appellate Review

  • Document Preparation
    • Drafting & Writing
    • Case Preparation
    • Evidence Collection
      • Petitions
      • Appeal Review
      • Interlocutory Appeals
      • Memoranda
      • Post-Trial Briefs
      • Case Briefs
      • Protective Orders
      • Discovery Motions
      • Evidentially Depositions
      • Branerton Stipulations
      • Replies

  • Hourly service rates start at $395

Staff

  • Distinguished U.S. Tax Court Judge
  • Professor of Law
  • Retired Member of the U.S. Tax Court Judiciary

  • Judicial Advisor
    • Evidence, Rulings, Opinions, and Dissents
  • U.S. Tax Court Special Proceedings
    • 20 years seated U.S. Tax Court bench
  • Served in IRS Office of Chief Counsel
  • Served in IRS Office of Deputy Chief Counsel (International)

  • U.S. Tax Court Trial Attorney

  • Practice Area
    • IRS Code Section 7623 [Whitsle Blowing]

  • Member of the Bar U.S. Tax Court
  • Certified US Tax Court Litigator
  • "Admitted to Practice U.S. Tax Court"
    • Jurisdiction
      • Anywhere in the United States
        • No State permissions required
      • US territories
      • Anywhere US Tax Court holds session
      • Internal Revenue Service

  • Member of the Bar Commonwealth of Massachusetts
  • "Admitted to Practice Commonwealth of Massachusetts"
    • Jurisdiction
      • Commonwealth of Massachusetts
      • Cross-border jurisdiction exclusive to States granting reciprocity
    • Practice Area
      • General Practice

  • U.S. Tax Court Practitioner

  • Practice Area
    • `IRS Code Section 1.1.13 & 1.1.16 [Small Business Wage & Investment]

  • Member of the IRS Advisory Council
    • Small Business Self Employment Wage and Investment Advisory
  • Certified Public Accountant (Texas)
    • MBA Accounting and Finance
  • Member of the Bar US Tax Court
  • "Admitted to Practice US Tax Court"
    • Jurisdiction
      • Anywhere in the United States
      • US territories
      • Anywhere U.S. Tax Court holds session
      • Internal Revenue Service

  • U.S. Tax Court Practitoner

  • Practice Area
    • IRS Code Section 482 [International Transactions], 301(a), 331, & 453(a)

  • Certified Public Accountant (Florida)
  • Certified Financial Planner
  • Member of the Bar US Tax Court
    • "Admitted to Practice US Tax Court"
      • Jurisdiction
        • Anywhere in the United States
        • US Territories
        • Anywhere U.S. Tax Court holds session
        • Internal Revenue Service

  • IRS Provider of CPE

  • U.S. Tax Court Trial Practice
  • Professor Emeritus Law
    • Case Management

  • Current Research Interests
    • Federal Rules of Evidence Applied in U.S. Tax Court [Tax Evidence]
    • Charitable Gifts
    • Litigation of Tax Controversies in U.S. Tax Court

  • Support

  • U.S. Tax Court Opinion and Case Research
    • IRS Special Enrolled Agent
      • Briefs
      • IRC Research
    • IRS Revenue Agent
      • IRS Examinations
      • IRS Evidence Collection
    • Law Clerk LLM Taxation
      • Litigation Liaison