Itinerary: FL


  


Winter 2020 Sunny Gulf Coast
Ritz-Carlton Naples Beach FL

United States Tax Court 2020 Testing Cycle
Non-Attorney [Bar Admissions] Exam Prep
Moderated by Judge Dean and Professor Emeritus Stuart



Live Event


Dates
  • January 2020
Lectures
  • 8 a.m. to 4 p.m. ET
  • Monday thru Friday

Open Registration $4,995
  • 5-lecture days
  • books and materials
  • breakfast buffet
  • lunch buffet
  • prix fixe dinner
  • overnight accommodations
    • 6 days/5 nights
  • optional payment plan
    • $2,000 deposit and $125 registration fee due Oct 10, 2019
    • $1,500 installment due on Nov 10,2019
    • $1,495 final payment due Jan 5, 2019

Support
  • L.B. Carpenter, CPA, CFP
    • Member of U.S. Tax Court Bar and Certified U.S. Tax Court Litigator

Tentative
Sunday, January 12, 2020
  • arrive and valet park your car (separate charge) at Ritz Carlton Naples on the Beach, Naples FL
  • check in at 1 p.m. ET at the Ritz Carlton Naples on the Beach, Naples FL
  • explore hotel and restaurants and other amenities
  • visit beaches, shops and enjoy fine dining on your own at a restaurant of your choice

Monday, January 13, 2020
  • board Ave Maria Law shuttle bus at 7:15 a.m. ET in front of Ritz Carlton
  • breakfast buffet and coffee served from 7:45 a.m. to 8:45 a.m. at Ave Maria School of Law dining facility
  • class begins at 9 a.m. ET
    • Introductory Remarks: "What to Expect These Next 5 Days"
      • Michael J. Stuart, Professor Emeritus of Law and IRS Approved Provider of CPE Federal Tax Law
    • Focus: Non-attorney Admission to the Bar United States Tax Court
      • Michel J. Stuart, Professor Emeritus of Law and IR$ Approved Provider of CPE Federal Tax Law
        • FBI background check
        • how to request copy of your exam if unsuccessful
        • 70% required grade in all four (4) Sections
  • coffee break at 10 a.m. ET
  • class reconvenes at 10:15 a.m. ET
    • Overview: Introduction to United States Tax Court Non-attorney Exam
    • Focus: 2018 Non-attorney Exam (distributed copies)
      • Honorable John F. Dean, Distinguished Judge Ret., U.S. Tax Court
      • Michael J. Stuart, Professor Emeritus of Law and IRS Approved Provider of CPE Federal Tax Law
    • Overview: Introduction to US Tax Court Rules of Practice and Procedure
    • Focus: Review of the Existing Rules of Practice and Procedure and Proposed Amendments
      • Honorable John F. Dean, Distinguished Judge Ret., U.S. Tax Court
      • Michael J. Stuart, Professor Emeritus of Law and IRS Approved Provider of CPE Federal Tax Law
  • lunch buffet served at 12 noon ET
  • class reconvenes at 1:15 p.m. ET
    • Overview: Introduction to US Tax Court Rules of Practice and Procedure
    • Focus: Review of the Existing Rules of Practice and Procedure and Proposed Amendments
      • John F. Dean, Distinguished Judge Ret., U.S. Tax Court
      • Michael J. Stuart, Professor Emeritus of Law and IRS Approved Provider of CPE Federal Tax Law
  • coffee break at 2:30 p.m. ET
  • class reconvenes at 2:45 p.m. ET
    • Overview: Introduction to US Tax Court Rules of Practice and Procedure
    • Introduction to US Tax Court Rules of Practice and Procedure
    • Focus: Rules of Practice and Procedure Section of Prior Years' Exam
      • Honorable John F. Dean, Distinguished Judge Ret., U.S. Tax Court
      • Michael J. Stuart, Professor Emeritus of Law and IRS Approved Provider CPE Federal Tax Law
  • class ends at 4 p.m. ET
  • board Ave Maria Law shuttle bus at 4:15 p.m. ET to return to Ritz Carlton Hotel
  • enjoy nightly prix fixe dinner

Tuesday, January 14, 2020
  • board Ave Maria Law shuttle bus at 7:15 a.m. ET in front of the Ritz Carlton
  • breakfast buffet and coffee served 7:45 a.m. to 8:45 a.m. ET at Ave Maria School of Law dining facility
  • class begins at 9 a.m. ET
    • Overview: Introduction to Tax Evidence as derived from the FRE
    • Focus: Review of Professor Joni Larson's book on Tax Evidence
      • Honorable John F. Dean, Distinguished Judge Ret., U.S. Tax Court
      • Michael J. Stuart, Professor Emeritus of Law and IRS Approved Provider CPE Federal Tax Law
  • coffee break at 10 a.m. ET
  • class reconvenes at 10:15 p.m. ET
    • Overview: Introduction to Tax Evidence as derived from the FRE
    • Focus: Review of Professor Joni Larson's book on Tax Evidence
      • Honorable John F. Dean, Distinguished Judge Ret., U.S. Tax Court
      • Michael J. Stuart, Professor Emeritus of Law and IRS Approved Provider CPE Federal Tax Law
  • lunch buffet served at 12 noon ET
  • class reconvenes at 1:15 p.m. ET
    • Overview: Introduction to Evidence Section of Prior Years' Exams
      • Honorable John F. Dean, Distinguished Judge Ret., U.S. Tax Court
      • Michael J. Stuart, Professor Emeritus of Law and IRS Approved Provider CPE Federal Tax Law
  • coffee break at 2:30 p.m. ET
  • class reconvenes at 2;45 p.m. ET
    • Overview: Introduction to Evidence Section of Prior Years' Exams
      • Honorable John F. Dean, Distinguished Judge Ret., U.S. Tax Court
      • Michael J. Stuart, Professor Emeritus of Law and IRS Approved Provider of CPE Federal Tax Law
  • class ends at 4 p.m. ET
  • board Ave Maria Law shuttle bus at 4:15 p.m ET to return to Ritz Carlton Hotel
  • enjoy nightly prix fixe dinner

Wednesday, January 15, 2020
  • board Ave Maria Law shuttle bus at 7:15 a.m. ET in front of Ritz Carlton
  • breakfast buffet and coffee served from 7:45 a.m. to 8:45 a.m. ET at Ave Maria School of Law dining facility
  • class begins at 9 a.m. ET
    • Overview: Introduction to Substantive Tax
    • Focus: Income Taxation
      • Honorable John F. Dean, Distinguished Judge Ret., U.S. Tax Court
      • L.B. Carpenter, CPA, Member of the Bar U.S. Tax Court and Certified Litigator
    • Focus: Taxation of Estates and Gifts
      • Honorable John F. Dean, Distinguished Judge Ret., U.S. Tax Court
      • L.B. Carpenter, CPA, Member of the Bar U.S. Tax Court and Certified Litigator
      • Michael J. Stuart, Professor Emeritus of Law and IRS Approved Provider of CPE Federal Tax Law
  • coffee break at 10 a.m. ET
  • class reconvenes at 10:15 p.m. ET
    • Overview: Introduction to Substantive Tax
    • Focus: Tax Procedures and Legal Analysis
      • Honorable John F. Dean, Distinguished Judge Ret., U.S. Tax Court
      • L.B. Carpenter, CPA, Member of the Bar U.S. Tax Court
  • lunch buffet served at 12 noon ET
  • class reconvenes at 1:15 p.m. ET
    • Overview: Introduction to Substantive Tax
    • Focus: The Structure and History of the Internal Revenue Code and the interpretation placed thereon by the Court leading cases; and the constitutional and general substantive law applicable to US Tax Court cases.
      • Honorable John F. Dean, Distinguished Judge Ret., U.S. Tax Court
      • Michael J. Stuart, Professor Emeritus of Law and IRS Approved Provider of CPE Federal Tax Law
      • L.B. Carpenter, CPA, Member of the Bar U.S. Tax Court and Certified Litigator
  • coffee break at 2:30 p.m. ET
  • class reconvenes at 2:45 p.m. ET
    • Overview: Introduction to US Tax Court Published Opinions and Brief Writing
    • Focus: List of important US Tax Court cases of 2019
      • Michael J. Stuart, Professor Emeritus of Law and IRS Approved CPE Provider Federal Tax Law
  • class ends at 4 p.m. ET
  • board Ave Maria Law shuttle bus at 4:15 p.m. ET to return to Ritz Carlton Hotel
  • enjoy nightly prix fixe dinner

Thursday, January 16, 2020
  • board Ave Maria Law shuttle bus at 7:15 a.m. ET (private car service also available)
  • breakfast buffet and coffee served from 7:45 a.m. to 8:45 a.m. ET at Ave Maria Law School dining facility
  • class begins at 9 a.m. ET
    • Overview: Introduction to Legal Ethics and ABA Model Rules of Professional Conduct
      • Michael J. Stuart, Professor Emeritus of Law and IRS Provider of CPE Federal Tax Law
  • coffee break at 10 a.m. ET
  • class reconvenes at 10:15 p.m. ET
    • Overview: Introduction to Legal Ethics and ABA Model Rules of Professional Conduct
      • Michael J. Stuart, Professor Emeritus of Law and IRS Approved Provider of CPE Federal Tax Law
  • lunch buffet served at 12 noon ET
  • class reconvenes at 1:15 p.m.ET
    • Overview: Introduction to Legal Ethics and ABA Model Rules of Professional Conduct
      • Honorable John F. Dean, Distinguished Judge Ret., U.S. Tax Court
      • Michael J. Stuart, Professor Emeritus of Law and IRS Approved Provider of CPE Federal Tax Law
  • class ends at 4 p.m ET
  • board Ave Maria Law shuttle bus at 4:15 p.m. or 5:15 p.m. ET to return to Ritz Carlton Hotel
  • enjoy nightly prix fixe dinner

Friday, January 17, 2020
  • board Ave Maria Law shuttle bus at 7:15 a.m. ET (private car service also available)
  • breakfast buffet and coffee served from 7:45 a.m. to 8:45 a.m. ET at Ave Maria Law School dining facility
  • class begins at 9 a.m. ET
    • Mock Testing: Selected Prior Years' exam section, Rules of Practice and Procedure
      • Judge
      • Professor Emeritus of Law
      • IRS Enrolled Agent
  • coffee break at 10 a.m. ET
  • class reconvenes at 10:15 a.m. ET
    • Mock Testing:  Selected prior years' exam section, Evidence
      • Judge
      • Professor Emeritus of Law
      • IRS Enrolled Agent
  • lunch buffet served at 12 noon ET
  • class reconvenes at 1:15 p.m. ET
    • Mock Testing: Selected prior years' exam section, Substantive Tax
      • Judge
      • Professor Emeritus of Law
      • IRS Enrolled Agent
  • coffee break at 2:30 p.m. ET
  • class reconvenes at 2:45 p.m. ET
    • Mock Testing   Selected prior years' exam section, Legal Ethics
      • Judge
      • Professor Emeritus of Law
      • IRS Enrolled Agent
  • class ends at 4 p.m. EDT
  • board shuttle bus back to Ritz Carlton at 4:15 p.m. ET
  • enjoy nightly prix fixe dinner

Saturday, January 18, 2020
  • relax and enjoy the day and all your meals on your own

Sunday, January 19, 2020
  • relax and enjoy morning breakfast on your own
  • arrange private transport pickup to rail station or airport
  • satisfy any outstanding charges and return rental vehicles
  • check out at 11 a.m. ET - please be prompt
  • secure your personal vehicle from valet parking (separate charge)
  • enjoy a pleasant and safe trip to your return destination

Call 1.800.513.1598

Our Guarantee
"If you prepare with us and do not pass the Non-attorney Exam, then you may again prepare, free-of-charge (except for meals and accommodations), during the next Testing Cycle."

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