2023 Exam Cycle Registration for Preparing to Practice Before the US Tax Court
Opens July 1, 2022
The program is designed to prepare tax professionals to pass the U.S. Tax Court written nonattorney admission exam administered biannually. In our live in-person lecture series we present material in the four subject areas tested, including Practice and Procedure, Evidence, Legal Ethics and Federal Taxation, along with test-taking strategies and a synopsis of Tax Court cases. We teach you the topics, not just prior exams questions, so you can still answer appropriately even when a question changes. Our text and program materials use prior scored Tax Court exam questions that are updated each year for current law and procedures. We offer a private Forum and a student-only-access area of our website where you’ll find online content so you can study any time (content includes assignment modules, recorded webinars, recorded live class sessions, an Evidence webinar series created by a law professor, court case synopsis, and more).
|2023 Program Options Available||Price||Registration Link|
|Traditional 12 Month Program – This program set the standard for Tax Court exam prep since we started offering it in 2002. Beginning in August 2022, upon registration and payment, you’ll have access to our student only content area of the website and Forum, which will allow you to begin your studies before the traditional start on November 1, 2022. Content includes 4 comprehensive printed texts covering all areas of the exam with prior exam questions with updated answers back to 2000 (updated and available at the first live session in May 2023), live and recorded webinars (with an Evidence series recorded by a law professor), assignment modules (using the updated texts from the prior exam cycle), timed quizzes and other assessments to test your knowledge, court case synopsis, and access to all in-person live lectures (May and July sessions will live-streamed and recorded for later viewing. The November 2023 session will only be available in-person and will not be recorded or live-streamed). Text and handouts will be sent to you after any missed in-person lecture session.||
$4,250 Now or upon registration
|Virtual Program – If you are uncomfortable with travel, or for any reason unable to attend the live sessions, you can still participate virtually. We will record and livestream the live May and July 2023 classes. Since the goal is passing the exam, you can attend the review class in November in person (details will be available after the exam date/time/format is announced by the Tax Court, likely in May 2023). You will have access to all the content available through the portal including the Student Forum, assignment modules, live and on-demand webinars, recorded videos, quizzes, etc. plus text and handouts used at the live sessions (see Traditional 12 Month Program).||
$3,750 Now or upon registration
|Select your Lecture – Choose to attend just one or two sessions of the 2023 live lecture series. This option only gives you access ONLY to the content used in the live lecture session(s) you selected. To receive access to all student content, register for the TRADITIONAL 12 MONTH PROGRAM.||$4,500 Total per class
Due upon registration (no discounts apply to this option)
|Premium Access – This program offers greater access to Sherrill Trovato and Tom Gorczynski, including a monthly virtual Q&A (approximately 1-hour sessions) with Sherrill or Tom, up to 5 hours of pre-scheduled one-on-one instruction with Sherrill or Tom, and a bonus information study session at the November 2023 with Sherrill or Tom. Enrollment is limited. Contact Sherrill Trovato for registration details and pricing (firstname.lastname@example.org).||Contact
2023 In-Person Live Lecture Series Sessions:
Session I • May 8-10/2023 • Practice/Procedure • Evidence • 8 Hours Federal Taxation allocates time between topics shown. Field of Study: Taxes (24 hours). IRS Program #NMVBP-T-00223-22-I
Session II • July 10-12/2023 • Federal Taxation • Legal Ethics allocates time on Federal Taxation concepts and problems, Legal Ethics and recently litigated Tax Court cases. Field of Study: Taxes (24 hours). IRS Program #NMVBP-T-00224-22-I
Session III • Review (dates/location TBA after the Tax Court announces date/location/format of the 2023 exam) reviews all topics and includes a timed, 2-hour practice test. CPA Field of Study: Taxes (14 hours, no CPE for CPAs for practice exam). IRS Program #NMVBP-T-00225-22-I
REFUND/CANCELLATION POLICY FOR THE TRADITIONAL 12 MONTH PROGRAM, VIRTUAL PROGRAM, OR SELECT YOUR LECTURE PROGRAM: If you cancel 10 or less days after registering for the TRADITIONAL 12 MONTH PROGRAM OR VIRTUAL PROGRAM, your refund is reduced by $2,500 for access to the 2020 text plus a $500 administrative fee. If you cancel more than 10 days after registering for that program, your refund is reduced by $2,500, a $500 administrative fee plus a charge of $300 per month for each full or partial month you had access to the 2023 program materials. If you cancel 10 days or less after registering for one or more sessions of SELECT YOUR LECTURE PROGRAM, your refund is reduced by a $500 administrative fee.
For all options: All class fees are considered earned when the live lecture sessions are held in May, July and November 2023. No refund is possible if you cancel less than 30 days before any class or if you are unable to attend some or all of a class session, whether in-person or remotely. All cancellation requests must be made in writing and faxed to 714.777.3463, or scanned and emailed to email@example.com – the date received determines the cancellation date.
OFFICIAL NATIONAL REGISTRY OF CPE SPONSORS STATEMENT: Gregory & Associates, Inc. (dba USTC Practitioners Services) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
This program is designed to assist tax professionals desiring to learn more about Tax Court practice and/or to prepare them to pass the written nonattorney admission exam administered biannually, and we anticipate it will meet the requirements for up to 62 hours of continuing education for NASBA. No credit is earned for the practice exam and CPE hours are earned per 50 minutes of instruction. Level: Overview. Prerequisite: Basic understanding of federal taxation. Field of Study: Taxes (62). Delivery method: Group Live (Traditional 12 Month Program) and Group Internet Based (Virtual Program). The course is directed towards the tax professional with a basic foundation of individual Federal taxation topics, but no advance preparation is required and there are no specific education or experience requirements. See the above refund policy for those policies for each program option; any complaints about the corporate sponsor or program can be addressed to the sponsor’s Complaint Resolution Committee by fax (714.777.3463) or by mail (Gregory & Associates, Inc., 11300 Bluebell Avenue, Fountain Valley, CA 92708).
IRS CE: Gregory & Associates, Inc. (dba USTC Practitioners Services) is recognized and approved by the Internal Revenue Service Return Preparer Office (RPO) as a qualified sponsor of continuing education programs. This program is designed to meet the requirements for up to 64 hours of continuing education for enrolled agents and other tax preparers in Federal Tax. No CE is available for self-study.
NOTE: IF YOU MISS ANY CLASS, THE TEXT AND OTHER MATERIALS USED IN THAT CLASS ONLY WILL BE SHIPPED TO YOU FOR SELF-STUDY. NO CE IS AVAILABLE FOR THE MISSED SESSION(S).
TRAVEL AND HOTEL: May and July classes are held at Palace Station in Las Vegas, NV. Room costs, booking code, and other information will be provided with the Seminar Confirmation after your registration is processed.
After the Tax Court announces the date and time of the November 2023 exam, we’ll secure a hotel contract for Session III and will announce those details.
2023 USTCPS Tax Court Cycle Class Options
|May 8-9-10, 2023 Class – 3 days, Las Vegas, NV
(Includes in-person Welcome Reception)
|July 10-11-12, 2023 Class – 3 days, Las Vegas, NV||In-Person||In-Person||Streaming|
|November 2023 Review – 2 days, Location TBD after exam date announced (includes 2-hour timed practice exam)||In-Person||In-Person||In-Person|
|Four extensive printed textbooks||√||√||√|
|Prior exams 2000-2021 with updated suggested answers||√||√||√|
|Quizzes and other assessments to test knowledge||√||√||√|
|Over 100 hours of live and recorded webinar content||√||√||√|
|First Time USTCPS Student Welcome package with curated supplemental study aids and other materials||Premium Access||Ultra Early Bird Only (thru 8/1/22)||Ultra Early Bird Only (thru 8/1/22)|
|USTCP team dedicated to your success||√||√||√|
|10 monthly virtual instructor hours with Sherrill Trovato||√||√||√|
|Student online forum||√||√||√|
|Informal study day at November 2023 class||√||√||√|
|Bonus informal study session at November 2023 class with Sherrill Trovato and Tom Gorczynski||√|
|Monthly virtual Q&A with Sherrill Trovato and Tom Gorczynski (approximate 1-hour sessions)||√|
|Up to 5 hours of pre-scheduled one-on-one instruction with Sherrill Trovato or Tom Gorczynski||√|
Questions? Contact Us Any Time!