Going to Tax Court in Oregon: Representing Your Client as a CPA in the Magistrate Division (1 hour - morning) – NEW! – Webcast
Overview
CPAs play a key role representing taxpayers in the Magistrate Division of the Oregon Tax Court. The Magistrate Division is designed to be informal, but many taxpayers turn to CPAs to prepare and present their case. Whether you’re new to the court or a seasoned representative, hear how to be most effective and get an update on the court’s current procedures. Bring your questions!
Highlights
- Compliance with the ex parte communication rule
- TCR-MD Rule 5
- CPA representation of taxpayers in the Magistrate Division
- TCR-MD Rule 1 E(1)(b)(ii)
- Competent evidence in the Magistrate Division
- TCR-MD Rule 11 Evidence; Trial Procedure
- TCR-MD Rule 12 Exhibits
- Options for resolution short of trial; settlement timing
- TCR-MD Rule 8 Scheduling [Case Management Conferences]
- TCR-MD Rule 10 Mediation
- Risk inherent with income tax appeals and its mitigation
- ORS 305.575
- Negotiated agreements between the parties to focus the issues in dispute
- Amending pleading to conform to facts established at trial
Designed For
CPAs new to representing clients before the court, along with CPAs who regularly appear before the court.
Objectives
- Learn to use the Magistrate Division's streamlined rules and procedures to help the court understand your client's position.
- Find out how to get and present evidence that the court can rely on. Discover some crucial do's and don'ts -- and some risks your clients need to know.
- Learn to help your client boil down their case and navigate a hearing, a trial, or mediation.
- Find out the court's role when you reach a settlement.
Leader(s):
Leader Bios
John Adams, Senior Staff Counsel, Oregon Judicial Department Oregon Tax Court
John Adams is the Senior Staff Counsel for the Oregon Tax Court, Magistrate Division. He works closely with the court's three magistrates on the court's rules, forms and procedures, and he assists them with their cases. Mr. Adams earned his bachelor's degree from Hamilton College in 2006 and Willamette University College of Law in May 2013. His practice has focused on civil law, beginning with civil enforcement actions at the Department of Consumer and Business Services, followed by six years with the Oregon Child Support
Program--first as a prosecutor, and later as a statewide liaison between the Oregon District Attorney Association and the Oregon Department of Justice. Immediately before joining the court, Mr. Adams was a Senior Assistant Legal Counsel handling state and federal litigation for Marion County.
(5/26/23)
Robert Manicke, Judge, Oregon Judicial Department Oregon Tax Court
As the Oregon Tax Court's only elected judge, Robert Manicke hears all appeals from the Magistrate Division and is the administrative head of the court. Before taking the bench January 1, 2018, Judge Manicke practiced tax law at Stoel Rives LLP in Portland for 22 years. His legal practice focused mainly on state and local tax, including controversies, transactions and legislative matters. From 2007 to 2017, he chaired the state bar tax section's Laws Committee, which joined with OSCPA representatives in serving as a liaison to the Oregon Department of Revenue. Originally from Centralia, Washington, he is a graduate of the University of Illinois College of Law (JD 1992) and Willamette University (BA 1984).
(5/2623)
Non-Member Price $20.00
Member Price $0.00