Representation in Tax Court

Bar Accredited Remote CLE Provider
All Jurisdictions

"If the matter concerns a tax deficiency, litigation and U.S. Tax Court then you should be talking to us"

Representation Before the U.S. Tax Court

Comprehensive trial practice and litigation guidance as well as best practices for defending clients in tax deficiency cases from initial filing through post-trial decisions and motions. Includes petition, discovery (Branerton), collection, due process hearings, declaratory relief, trial preparation, innocent spouse relief and partnership relief under TEFRA. For more see below.

Saturday | July 30 | 2022

3 P.M. to 6 P.M. EST

Former United States Tax Court Special Trial Judge
Member of the Bar United States Tax Court

Dean | Professor of Law | Distinguished Judicial Speaker Emeritus | Tax Law Institute | Fmr. Litigator Office of Chief Counsel | Admitted to Practice Supreme Court of the United States


Former United States Tax Court Judicial Law Clerk
Member of the Bar United States Tax Court

Professor of Law | Distinguished Author Tax Law Institute | Fmr. IRS Litigator Office of Chief Counsel | Admitted to Practice State of Indiana


Topics include choice of forum; eligibility to represent a petitioner before the Tax Court; managing client expectations; jurisdiction over actions for declaratory relief; pleadings including petition, answer and reply; small case procedures; amended and supplemental pleadings; joinder of issues; pretrial motions; informal and formal discovery; strategies for practitioners to limit discovery responses; pretrial negotiations including dispute resolution options, stipulations of facts; trial preparation and preparation of case; post-trial matters including briefs, opinions, decisions, and motions; appeals including decisions to appeal; partnership proceedings including filing TEFRA action, Bipartisan Budget Act; and special matters including small tax case proceedings; collection due process; and spousal defenses.


Includes trial document templates

Register +1.800.737-6194


Accredited CLE Provider
The Florida Bar

U.S. Tax Court
Continuing Legal Education Services
for United States Tax Court Trial Practice
1717 N Street, NW, Ste. 1
Washington DC 20036
Telephone +1.800.737.6134

Office Hours
Mon - Fri: 09:00 AM - 05:00 PM