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.
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
Major Topics:
• 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
Major Topics:
• 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
Designed For:
CPAs, attorneys and enrolled agents.
Prerequisites:
None