Navigating Tax Court for Non-Lawyers 2024

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

Designed For

CPAs, attorneys and enrolled agents.

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

Notice

This course is offered by a 3rd party vendor. Login instructions will not be accessible in the My CPE Tracker section of the ISCPA website. Login instructions will be emailed directly to you by California Education Foundation (CalCPA).