Navigating Tax Court for Non-Lawyers (1st Ed.)

Overview

The final step in a tax controversy is Tax Court. Over 70% of all Tax Court cases are filed by taxpayers representing themselves. Most of these “pro se” taxpayers have a non-lawyer assisting them. There can be significant advantages to filing a Tax Court case to resolve a dispute. This class will explore these strategic uses of the Tax Court process and provide a basic understanding of navigating your client through the case.

Highlights

•   Determining when filing a Tax Court case can be a strategic benefit
•   Learn how to file the case
•   Understand the steps and deadlines in the Tax Court process
•   Review the settlement process
•   Know when the case gets to the point where you need help

Prerequisites

None.

Objectives

•   Recognize when opportunities exist to seek Tax Court review
•   Identify when using the Tax Court process can be a strategic benefit
•   Determine how to guide the Tax Court case through the process without needing an attorney

Preparation

None.