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Audio & Reference Manual

Strategies in Handling Cases Before the U.S. Tax Court

After the Internal Revenue Service concludes an examination and asserts an additional amount of tax is due, what can you do? The U.

S. Tax Court offers unique possibilities utilizing its own procedures to handle tax controversies. This on-demand webinar will help the people responsible for making decisions regarding settling or litigating tax matters. This program will also provide procedures, guidelines and rules you need to know to effectively handle matters in the U.S. Tax Court. Learning Objectives: •You will be able to discuss pre-litigation activities and commencement of the case. •You will be able to review post-pleadings settlement options. •You will be able to explain discovery and the stipulation process. •You will be able to identify post-trial activities.

Runtime: 88 minutes
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Pre-Litigation Activities and Commencement of the Case

  • IRS Examination and Collection
  • Pre-Docketed Appeal's Division Consideration
  • Notice of Deficiency or Liability
  • Available Forums
  • Pleadings
  • Place of Trial
  • Motions Practice

Post-Pleadings Settlement Options

  • Appeals Division
  • Alternative Dispute Resolution
  • Office of Chief Counsel

Discovery and the Stipulation Process

  • Informal Discovery
  • Formal Discovery
  • Tax Court Rule 112
  • Stipulation Process
  • Objections and Privileges

Calendars and Trials

  • Calendaring Process
  • Applicable Rules for Trials
  • Regular and S Cases
  • Consolidating Cases
  • Burden of Proof
  • Witnesses and Exclusion

Post-Trial Activities

  • Briefs
  • Opinions
  • Tax Court Rule 155 Process
  • Seeking Administrative Costs
  • Appellate Considerations
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on September 12, 2013.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • AK CLE 1.5
     
  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MO CLE 1.8
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NM CLE 1.5
     
  • NV CLE 1.5
     
  • NY CLE 1.5
     
  • OR CLE 1.5
     
  • UT CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

John P. Barrie

John P. Barrie

Bryan Cave Leighton Paisner LLP

  • Partner in the Washington and New York offices of Bryan Cave Leighton Paisner LLP
  • Practice focuses solely in the areas of federal and state tax controversy and transactional matters
  • Regularly represents taxpayers before IRS Appeals Offices and the United States Tax Court
  • Transactional practice includes providing tax advice to public and private businesses in taxable and tax-free mergers, acquisitions, reorganizations, spinoffs, divestitures and restructurings
  • Former attorney-advisor, Judge Leon Irwin, United State Tax Court
  • Adjunct professor in the graduate tax program at Georgetown University Law Center, where he has taught courses in reorganizations and corporate tax planning and at New York Law School where he has taught courses in corporate tax planning, s-corporations and tax court litigation
  • Fellow of the American College of Tax Counsel
  • Listed in Best Lawyers of America and Super Lawyers
  • J.D. degree, University of California-Hastings; LL.M. degree in tax, New York University; B.A. degree, University of California-Los Angeles
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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 392293
Published 2013, 2019
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