Apprenticeship

Litigation of Federal Civil Tax Controversies
Litigate Small 'S' and Regular Cases

Offered May 2020

1.888.317.4489
                                                               
Photo Courtsey of US Tax Court

 Virtual Litigation Series Open to Bar Applicants
& Members of the Bar United States Tax Court  
Saturday, May 2, 2020 - Saturday, July 25, 2020
10 Sessions - 10 am - 12 noon 

  • 1. Selection of Tax Litigation Forum
  • 2. US Tax Court Jurisdiction and Structure
  • 3. Statutory Notice of Deficiency
  • 4. Petition for Redetermination
    • Jurisdictional and Procedural Filing Requirements
    • Petitioners
  •  5. Pleadings and Motions
    • Basic Rules
    • Types and Content of Specific Pleadings
    • Amended and Supplemental Pleadings
    • Motions
  •   6. Stipulations for Trial and Discovery Procedures
    • Stipulations for Trial
    • Discovery Procedures
  •   7. Pretrial Procedures
    • General Pretrial Practice
    • Pretrial Procedural and Evidentiary Motions
    • Settlement Procedures
    • Setting the Case for Trial
  •   8. Trial Proceedings
  •   9. Litigation of Partnership Items
  • 10. Special Proceedings
    • Small Tax Cases
    • Disclosures Actions
    • Collateral and Supplemental Proceedings
    • Other Proceedings
Tax Law Institute's judicially-moderated program for Attorney and Non-attorney Members of the Bar United States Tax Court.  1.888.317.4489

  • 11. Post-Trial Proceedings
    • Opinions, Reports, and Decisions
    • Post-Trial Motions
    • Appellate Review in Court of Appeals
    • Review by Supreme Court
    • Rules of Finality
    • 12. Refund Claims
      • Proper Party to File a Claim for Refund
      • Administrative Requirement as to Claim for Refund
    •  13. Periods of Limitations for Filing Claims for Refund
    •  14. Administrative Procedures on Filing Refund Claim
    •  15. Jurisdictional Prerequistes and Pretrial Considerations
      • Jurisdictional Requirements
      • Pretrial Considerations
    •  16. Special Refund Litigation Considerations
    •  17. Commencement of Tax Refund Suit and Initial Pleadings
    •  18. Pretrial Procedure
    •  19. Post-Trial Procedures
    •  20. Other District Court Civil Tax Litigation
      • Suits Commenced by the United States
      • Suits Commenced by Taxpayers and Third Parties
    •  21. Actions for Declaratory Judgment
    •  22. Res Judicata and Collateral Estoppel in Civil Tax
    •  23. Recovery of Attorney's Fees and Extraordinary Costs

    Only $8,995

    Questions: e-mail micheljerome.stuart@aya.yale.edu

    Call 1.888.317.4489

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