Trial Docs

Prepared by the United States Tax Court
Admissions & Trial Practice Programs
for Non-attorney & Attorney Federally
Authorized Tax Practitioners at the
Tax Law Institute

U.S. Tax Court Trial Documents
U.S. Tax Court Trial Practice Program
Fmr. U.S.Tax Court Special Trial Judge

Petitions  Stipulations  Settlements 
Motions  Memoranda  Depositions  Briefs

Contributing Speaker
Author and Professor Joni Larson
Fmr. Tax Litigator, IRS Office of Chief Counsel
Fmr. Judicial Clerk, U.S. Tax Court

Prerequisite: How to Litigate
  1. Petition for Redetermination
  2. Designation of Place of Trial
  3. Certification of Pleadings
  4. Amended and Supplemental Pleadings
  5. Amendments to the Petition
  6. Motion for Leave to Amend
  7. Motion Procedures
  8. Motion for More Definite Statement
  9. Motion to Strike
  10. Motion to Dismiss for Failure to State a Claim
  11. Motion to Set Aside Dismissal
  12. Motion for Judgment on the Pleadings
  13. Motion for Summary Judgment
  14. Motion to Submit Case Without Trial
  15. Motion for Default
  16. Motion to Compel Stipulation
  17. Motion for Production of Documents
  18. Motion to Compel Production
  19. Motion to Request for Admission
  20. Motion to Review
  21. Depositions
  22. Consensual Discovery Depositions
  23. Compulsory Discover Depositions
  24. Evidentiary Depositions
  25. Depositions to Perpetuate Testimony
  26. Stipulation to Take Deposition
  27. Pre-petition Evidentiary Depositions
  28. Depositions After Commencement of Trial
  29. Depositions Using Written Questions
  30. Deposition Subpoena
  31. Motion for Protective Orders
  32. Petitioner's Motion for Copy of Own Statements
  33. Expedited Case Joint Motion
  34. Motion to Sever
  35. Motion to Consolidate
  36. Motion in Limine
  37. Motion to Seal the Record 
  38. Post-Trial Brief                                                                                                                                
"The best evidence admitted into the record determines who wins the case..."


Offered electronically Spring 2020

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Senior Judge David Laro of the U.S. Tax Court addresses Finding Resolution Through Concurrent Witnessing—Hot-Tubbing with the Judge and Expert.

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United States Tax Court Senior Judge David Laro discusses...
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