2024 MSCPA Annual Convention: Details

Navigating Tax Court for Non-Lawyers 2024

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Friday, September 27, 2024 @ 12:00pm 2:00pm
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Description

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.

Prerequisites

None

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

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

Credits

Category Amount
Taxation 2.00