Navigating Tax Court for Non-Lawyers 2024 (2 hours)

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

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

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!