Navigating Tax Court for Non-Lawyers 2024

Friday, March 28, 2025
Webcast or Webinar, Online
1:00 PM - 3:00 PM (opens at 12:30PM) EST
2Credits

Registration is Open

Members
$89.00 Regular Price
Non-Members
$119.00 Regular Price

CPE PowerPass Users

Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$40.00 Members / $56.00 Non-Members
Course Type: Webcast
Course Code: 24/2126064
Level: Intermediate
Vendor: California CPA Education Foundation
Field of Study: Taxes

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