Navigating Tax Court for Non-Lawyers WEBCAST
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.
Highlights
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
Prerequisites
None.
Designed For
CPAs, attorneys and enrolled agents.
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
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Steven Mather, California CPA Education Foundation
STEVEN R. MATHER, ESQ. Steve Mather is a partner in Kajan Mather and Barish, practicing in the firm’s Beverly Hills and Orange County offices. Steve handles all manner of civil and criminal tax controversies with the federal and state tax agencies. Steve began his career with the IRS Counsel offices in San Francisco and Los Angeles. Since 1987, he has represented individual and entity taxpayers in a variety of tax disputes. Steve has had dozens of reported decisions in the United States Tax Court and has litigated extensively in the federal district court and in the Ninth Circuit Court of Appeals. Steve is the co-author of the BNA Tax Management Portfolios on federal tax collection, currently entitled “Federal Tax Collection Procedure – Liens, Levies, Suits and Third-Party Liability” and “Federal Tax Collection Procedure – Defensive Measures.” Steve is also the author of the BNA Tax Management Portfolio, “Audit Procedures for Pass-Through Entities.” He received a Bachelor’s Degree in accounting, with highest distinction, and his Juris Doctor, with distinction, from the University of Iowa.
Non-Member Price $119.00
Member Price $89.00