Ticket to Tax Court

This CLE is designed to give an overview of litigating in the United States Tax Court. The introductory course will provide a general guide to Tax Court litigation, discussing its jurisdictional requirements, rules of procedure, trials, and appeals. After the course, practitioners should understand when claims may be brought in the Tax Court and how to initiate them, engage in discovery and motion practice, conduct trials, and the process for appeals.

Agenda: 

1. Introduction and General Overview of the U.S. Tax Court
   1. Article I Court
   2. Considerations in Selecting the Tax Court over Other Forums
2. Process for Initiating Suit in the U.S. Tax Court

1. Jurisdictional Requirements
2. Pleadings
3. IRS Appeals and Administrative Settlement

3. Tax Court Pre-trial Process
   1. Discovery
   2. Motions
4. Tax Court Trials
5. Appealing from the Tax Court
6. Closing Thoughts and Questions

Speakers include H. Collier Clay, Dentons Bingham Greenebaum, Helen V. Cooper, Dentons Bingham Greenebaum and Arthur “Artie” White, III, Elverson White

For questions: Contact the CLE Department at 502-583-5314 x 108.
Cancelations: Must be received by LBA at least 24 hours in advance for a refund (minus $10 processing fee). Substitutes allowed (except special events). 
Technology issues: User error does not qualify for a refund.

This is a LIVE program. Recordings are NOT included with registration. Separate fees apply for accessing past recordings through the LBA On-Demand Catalog. Please note: Live and on-demand CLE programs have different KBA accreditation requirements.