Prepare to be "Admitted to Practice U.S. Tax Court"
Judicial Bar Review in Real Time with former U.S. Tax Court Special Trial Judge John F. Dean and Tax Evidence Author, Professor Joni Larson
Intensive Review of Exam Questions, Answers & Mock Testing for November 2020 U.S. Tax Court Non-attorney Examination
Electronic Conferencing in Real Time
Saturdays 3 pm ET October 26, 2019 thru October 31, 2020
No Classes during 2020 Tax Season
Featuring Joni Larson
Author and Visiting Professor of Law at the Tax Law Institute
A PRACTITIONER'S GUIDE to TAX EVIDENCE: A PRIMER on the FEDERAL RULES OF EVIDENCE AS APPLIED by the TAX COURT, Second Edition
Pre-Exam Live Conferencing
Judicial Bar Review 5 days of Intensive Study & Mock Testing in Washington DC
Thursday, November 5, 2020 thru Tuesday, November 10, 2020
The Georgetown University Hotel & Conference Center
Washington DC Northwest
2019-2020 Enrollment Tiers
EAs may register for $125 and pay installments during 2020 Tax Season
- Tier I Registration Fee: $8,500
- Electronic Conference + Live Judicial Bar Review Wash DC + Payment Plan + Books + Hotel + Meals
- Tier II Registration Fee: $3,995
- Live Judicial Bar Review + Books + Hotel + Meals
- Tier III Registration Fee: $2,995
- Live Judicial Bar Review + Books
Electronic Conferencing in Real Time
2019-2020 Judicial Conference & Lecture Series
Saturday Sessions 3 pm - 6 pm ET
- Session 1: Substantive Tax Law & Division Opinions & FRE and Tax Evidence & TC Rules & Legal Ethics. Fee: $2,995 includes books (not Treatise).
- October 26 2019 thru December 14, 2019
- Session 2: Substantive Tax Law & Division Opinions & FRE and Tax Evidence & TC Rules & Legal Ethics. Fee: $2,995 includes books (not Treatise).
- June 6, 2020 thru July 24, 2020
- Session 3: Substantive Tax Law & Division Opinions & FRE and Tax Evidence & TC Rules & Legal Ethics. Fee: $2,995 includes books (not Treatise).
- September 12, 2020 thru October 31, 2020
- No sessions during 2020 Tax Season
- You must purchase the Treatise separately @ $189.40 plus shipping.
- Listen to the panelists and engage in discussions on "How to Answer Questions on the Non-attorney Exam".
- Get U.S. Tax Court treatise (the subject of our discussions) on documents preparation and trial practice in U.S. Tax Court - the "handbook" for the United States Tax Court Practitioner and non-attorney bar applicant, which addresses many of the questions that could possibly appear on the U.S. Tax Court Non-attorney Examination.
- who have presided over trials, or served as, or prepared, FATPs and attorneys for administrative and trial procedures in/before the U.S. Tax Court, U.S. Treasury Department, Internal Revenue Service, and/or in behalf of the U.S. Government, individual and corporate taxpayers.
- If you attend this program and participate, you should achieve a 70% grade (or better) in the Substantive Tax Law, Evidence, Legal Ethics, and U.S. Tax Court Practice and Procedure sections found in the 2020 Non-attorney Examination.
- Passing the test and passing muster with the FBI should give successful candidates the opportunity to gain litigation experience through practice in U.S. Tax Court.
- Newly-admitted EA- and CPA-USTCPs may increase their industry worth and/or secure high-compensation employment in government, law or accounting. Whereas LLMs and JDs, in particular, may want to explore an alternative to general practice. Or, LLMs and JDs may just want to gain a track-record as a specialized practitioner, before/after applying to a State Bar.
- Hear explanations that should help increase the pass-rate among non-attorneys. Ask anything, so long as it's related to Federal tax matters that have historically been tested in the non-attorney exam.
- Address rules, procedures, practices and exam questions and model answers. Work with panelists to solve tax problems and answer legal questions in each of the four (4) sections in the 2020 U.S. Tax Court Non-attorney Examination.
75% Pass-rate Among CPAs
1. It absolutely takes no fewer than 12 months to prepare for the Non-attorney Exam, and 5 months thereafter to learn if you are to be "Admitted to Practice, U.S. Tax Court," as United States Tax Court Practitioner.
2. Prior to the test, it is advisable to self-execute an investigation into your own background. If you pass the test then your final hurdle is to pass muster with the FBI. TLI Faculty are available to help.
3. Judge Dean, Counsel L.B. Carpenter CPA, Professor Joni Larson, and Professor Eugene Smith CPA will "speak-to-the-test." Judge Dean and Professor Joni Larson will discuss how litigation unfolds. Judge Dean and Professor Larson will illustrate how Tax Court evidence is presented and finds its way into the record. Applicants will also hear from Counsel L.B. Carpenter and Professor Eugene Smith about tax controversies that arise from conflicts in the IRC. The entire Teaching Faculty will speak to U.S. Tax Court rules, procedures and practices that you will be expected to know for the Exam.
4. This training should help you to recognize "question-types" in the 2020 Non-attorney Exam. Most importantly, this training should help you to respond quickly and confidently with answers that get full or partial credit.
5. You should leave knowing on what to focus to pass the Exam. And also, with some sense of how much time, expense, and effort you want to invest to get yourself admitted to the Tax Court Bar. At best, with this training, you should have a-better-than-70%-chance to pass, and to qualify to the FBI. Once approved, you can set up practice with your bar registration number. At the very least, you should gain insight or pickup valuable professional tools that should help improve your present practice.
6. Be assured that the basic skills-set you'll acquire from this training should be adequate. With it you can pass the exam and launch your tax litigation practice in U.S. Tax Court.
7. Remember that "Admitted to Practice, U.S. Tax Court," should not be just another qualification to put on your resume.
Courtroom photo courtesy of U.S. Tax Court
Free Electronic Copy of the Non-Attorney's Guide to Admission & Practice in U.S. Tax Court. A practical guide to be "Admitted to Practice U.S. Tax Court". Available to all who enroll. Allow 5 days for electronic delivery.
Extended Office Hours
Mon - Sat: 09:00 AM - 07:00 PM