Navigating Tax Court for Non-Lawyers 2024

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.

Presenters - Steven R. Mather

Designed For: CPAs, attorneys and enrolled agents.

Role Level - Entry-level/Individual contributor; Manager/Senior Manager; Director; Sole Practitioner

• 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

• 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

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