Virtual
Navigating Tax Court for Non-Lawyers 25-26
Date: July 24, 2025
Time: 10 a.m. – 12 p.m. PT
CPE: 2
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.
Product Code
1000003921-132664
Credit Type
CPE: 2CPE-Technical: 2CTEC-TX: 2IRS-TX: 2Accessibility
Closed Captioning Available
Intended Audience
CPAs, attorneys and enrolled agents.
NASBA Field of Study
Taxes
Level of Difficulty
Intermediate
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- 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
Other Dates
Faculty
Steven R. Mather
Steve Mather’s firm, Mather Law Corporation, is a partner in Mather Kuwada LLP. Mather practices in the firm’s Beverly Hills and Orange County offices. He handles all manner of civil and criminal tax controversies with the federal and state tax agencies.
Mather 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. He has had d...
More about Steven R. MatherAdditional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.