BarbriSFCourseDetails
  • videocam On-Demand
  • signal_cellular_alt Intermediate
  • card_travel Tax Law
  • schedule 90 minutes

Federal Tax Refund Litigation: Disputing Tax Liability, Key Issues and Pitfalls to Avoid for Tax Counsel

Navigating Procedures to Contest Income, Payroll, Estate and Gift Tax Liability, and Penalties

$347.00

This course is $0 with these passes:

CLE
ALL
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Description

Taxpayers may seek recovery of taxes in court if they are not able to come to a resolution with the IRS. Federal tax refund litigation is the legal process that allows a taxpayer to recover taxes, including penalties, that have been erroneously collected by the IRS.

The IRS has been aggressively enforcing compliance with U.S. tax rules and regulations; however, in some cases, taxpayers may challenge tax assessments in court. Federal tax refund litigation can be used to contest income tax liability, payroll taxes, estate and gift taxes, and penalties. Tax counsel and advisers must understand applicable tax rules, administrative procedures, taxpayer rights, and other key items in order to effectively represent taxpayer-clients in tax refund claims.

Listen as our panel discusses federal tax litigation, prerequisites and procedures, district court vs. Court of Federal Claims, and key areas of focus for counsel and advisers.

Presented By

Lauren Heron White
Attorney
Asbury Law Firm, LLC

Ms. Heron White is an associate at Asbury Law Firm who focuses her practice on federal tax controversy and litigation matters, and has experience with both civil and criminal tax controversies. She is currently enrolled in the LL.M. program in Taxation at the New York University School of Law.

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Ethan J. Vernon
Attorney
Asbury Law Firm, LLC

Mr. Vernon is an associate at Asbury Law Firm, Tax Counsel. He focuses his practice on federal and state tax controversies, tax litigation, business tax planning, and corporate organization. Mr. Vernon was selected to the inaugural Best Lawyers Ones to Watch list for Tax Law and is a 2021-2024 Rising Star by Super Lawyers.

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Credit Information

  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.


  • Live Online


    On Demand

Date + Time

  • event

    Thursday, July 17, 2025

  • schedule

    1:00 p.m. ET./10:00 a.m. PT

I. Overview of the federal tax refund litigation process

II. Administrative prerequisites

III. Choice of venue; district court vs. Court of Federal Claims

IV. Filing the claim and timing requirements

V. Best practices to succeed in federal tax refund claims

The panel will discuss these and other key issues:

  • Navigating the federal tax refund controversy process
  • How is refund litigation distinguishable from deficiency litigation?
  • What are the prerequisites prior to and during federal tax refund proceedings?
  • What are the critical challenges of federal tax litigation in both district courts and Federal Claims Court?
  • Challenging the assessment of penalties