Litigating in the U.S. Tax Court and Oregon Tax Court

This lecture provides the background of the Tax Court, including its jurisdiction, organization and powers, and examines the advantages and disadvantages of selecting the Tax Court over other judicial forums for contesting a tax deficiency. In addition, it identifies the form and contents of pleadings; discusses the special provisions applicable to small tax cases; and addresses the procedural, evidentiary and probative issues relevant to pre-trial, trial and post-trial proceedings in the Tax Court.

Date: Thursday, May 22, 2014

WorldMark Running Y
5432 Running Y Road
Klamath Falls, Oregon 97601

Time: 8:00 am–11:00 am

  • Lawyers
  • CPAs
  • Enrolled agents who represent taxpayers before the IRS and Oregon Department of Revenue
  • Jurisdiction
  • Discovery
  • Pre-trial actions
  • Trial
  • Post-trial proceedings and motions
  • Appeal

Non-Attorney Tax Court Admission

Litigating in Tax Court – Nov. 2013 speaking engagement

Tax Court Petition Addendum – for lecture

Jonathan Mishkin

Jonathan D. Mishkin focuses his practice on tax/trust controversy, estate planning, taxation and closely-held business advisory services with offices in Portland, Bend and West Linn. Drawing on deep experience gained inside both large accounting firms and large law firms, Mr. Mishkin capably advises and counsels individuals, families and their businesses, and trusts/trustees.