Faculty

Bar Accredited Remote CLE Provider
All Jurisdictions

"If the matter concerns a tax deficiency, litigation and U.S. Tax Court then you should be talking to us"

Tax Litigation Faculty

Teaching Faculty

IRS Approved Provider of CPE #RS7E4

Fmr. United States Tax Court Special Trial Judge • Judicial Speaker
Member of the Bar United States Tax Court
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Professor of Law | Distinguished Judicial Speaker Tax Law Institute | Admitted to Practice Supreme Court of the United States | Fmr. IRS Litigator Chief Counsel's Office - Domestic & International

The Distinguished and Honorable John F. Dean sat on the bench for 20 years as Special Trial Judge (STJ) in the U.S. Tax Court. He joined the Tax Law Institute upon his retirement. He serves as Distinguished Judicial Speaker for CLE and CPE Programs for Attorney and Nonattorney members of the U.S. Tax Court Bar. Judge Dean leads the discussions in trial practice, litigation, and appeals for attorneys and nonattorney practitioners who practice in U.S. Tax Court. He is admitted to practice in numerous jurisdictions, including the Supreme Court of the United States, and various district courts He has been in legal practiced since 1974. Judge Dean received his graduate legal education at Georgetown Law Center, where he earned the M. Law Taxation. He earned his J.D. at Catholic University Law School.

United States Tax Court Attorney • Distinguished Author • Fmr. United States Tax Court Judicial Law Clerk
Member of the Bar United States Tax Court
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Professor of Law | Tax Law Institute | IRC & Tax Evidence Scholar | Fmr. IRS Litigator in Chief Counsel's Office | Admitted to the Bar State of Indiana

Tax Attorney and Professor Joni Larson taught the Partnership Taxation, Income Taxation, and Tax Research and Argument courses in the graduate Tax (LL.M.) program at Cooley Law School. She also taught the Taxation, Wills, Estates and Trusts, and Business Organizations courses in the Cooley J.D. program. She holds numerous publishing credits in these fields. Her most notable publication, A Practitioner's Guide to Tax Evidence: A Primer on the Federal Rules of Evidence As Applied by the Tax Court, is a must-read for anyone preparing for trial before the U.S. Tax Court. Professor Larson earned a J.D. from the University of Montana and an LL.M. in Taxation from the University of Florida. She clerked for the Honorable Judge Irene Scott of the United States Tax Court, and then joined the IRS Office of Chief Counsel as a tax litigator in the Austin, Texas, District Counsel Office. She spent several years with the Passthroughs and Special Industries Branch of the Field Service Division of the National Office and, after the reorganization, worked in the Small Business/Self-Employed Division.


United States Tax Court Practitioner • Tax Litigation Counsel
Member of the Bar United States Tax Court
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Lecturer | Tax Law Institute | Chief Tax Litigation Counsel at USTCL

Tax Litigation Counsel and Lecturer Louis "L.B." Carpenter has been in Federal Tax Practice as a CPA (Florida) for almost 30 years. He is a Certified Financial Planner. He provides federal tax litigation support to attorneys and is often called upon to express his knowledge of the IRC and published opinions. Consequently, numerous attorneys rely upon him to  serve as expert witness. L.B. Carpenter is a contributing speaker to the Tax Court Bar Review. He was named Chief Tax Litigation Counsel where he confers with judicial counsel, legal academics, and IRC scholars before pleading and joinder of issue. He recently successfully settled a two-million-dollar Federal civil tax controversy in U.S. Tax Court for $450. He was trained in Tax Court trial practice and litigation at the Tax Law Institute. He was degreed with the B.Sc. in accounting at the University of Miami.



IRS OFFICE OF PROFESSIONAL RESPONSIBILITY

IRS Approved CPE Provider of Federal Tax Law and U.S. Tax Court Trial Practice & Litigation

Michael Stuart J.D. M.P.A.
Trial Practice • Tax Litigation • Teaching Specialist
2020-2021 Program Director
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Professor Emeritus | British-American Law School Partnership with University of Cambridge | Fmr. Chair Teaching Faculty | Joint Program U.S. Tax Court Trial Practice, Litigation, Appeals & Taxation | Tax Law Institute and University of Alabama School of Law Graduate Tax Program

The Florida Bar Accredited CLE Provider and IRS Approved CPE Provider, Michael Stuart, is a former tax policy advisor to the White House; past visiting scholar appointee for public policy (taxation) at Yale Law School; and former special consultant (banking, auditing & finance) to Harvard University. He spent 20 years on Wall Street. His most recent writing is the soon-to-publish pocketbook entitled, Guide to Admission and Practice in U.S. Tax Court. From 2014 to 2018, he chaired the teaching faculty and coordinated the Joint Program for U.S. Tax Court Trial Practice, Litigation, Appeals & Taxation at the Tax Law Institute and University of Alabama School of Law (Graduate Tax Program). His public service endeavor with the Consumer Bankruptcy Unit of the Legal Aid Society included negotiated workouts with the IRS for indigent clients. He earned his Doctor of Law (J.D.), cum laude, at the British-American Law School in partnership with the University of Cambridge program in English Common Law. He was appointed tenured professor of law (banking & finance), and later, academic dean. He was designated visiting lecturer (banking law) at the Southern New England School of Law rechartered University of Massachusetts School of Law Dartmouth. He is an alumnus of Yale. He served briefly at the Trilateral Commission and trained in international business relations at the Fletcher School of Law and Diplomacy. He is certified in political economy and holds a master's degree in international relations from Harvard.


Adjunct Faculty

IRS Special Enrolled Agent
Audit Specialist
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Lecturer Emeritus | Certified Pretrial Tax Litigation Specialist | National Tax Practice Institute Fellow


IRS Special Enrolled Agent James H. Chapman is an expert in tax accountancy, auditing and fraud detection. He has been an IRS Special Enrolled Agent and NTPI Fellow for almost 15 years. He joined the Tax Law Institute in 2008 as a guest lecturer, after which he became a full-time member of the Teaching Faculty (Federal Tax Accounting & Auditing). He lectured in the nonattorney admissions and bar review program for 10 years. During his tenure he established the program certification in pretrial tax litigation aka the Chapman Certification. Mr. Chapman served as a TLI representative to the 2014 Judicial Conference held by the U.S. Tax Court and hosted by Duke University Law School. He holds the M.P.A. and M.A. degree from Webster College. He was recently designated as Chief Tax Accountant for TLI and USTCL. He was recently named as the coordinator of the Professional Practice Program at the Tax Law Institute.


Cross-Border Specialist
International Preceptor for Cross-Border Tax Matters
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Lecturer | Mergers, Acquisitions & Joint Ventures Specialist | Fmr. Global Fund Mgr.

Former Global Fund (Real Estate Investment) Manager and Lecturer, Daniel Ng was named in 2020 as International Preceptor and Lecturer in Mergers, Acquisitions & Joint Ventures at the Tax Law Institute. He is a specialist in global investments and finance. He recently joined in the research to study the impact of the U.S. internal revenue code upon investment and financing decisions among taxpayers entered into or divesting a merger, acquisition or joint venture. He is an honor's graduate of the Wharton School of Finance at the University of Pennsylvania. He graduated from the British-American Law School in partnership with the University of Cambridge program in English Common Law, where he earned the Doctor of Law (J.D.) with honors. He holds a LL.M. from the Golden Gate University School of Law with a certification in trial advocacy. He will help moderate the CLE courses in real estate taxation, taxation of international transactions and U.S. taxation of mergers, acquisitions & joint ventures.


IRS Special Enrolled Agent
Forensic Accountant
Anti-Money Laundering Expert
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Visiting Professor of Federal Taxation | Tax Law Institute | Currency & Foreign Transactions Scholar | Fmr. Special Agent | U.S. Treasury Department  | Fmr. IRS Revenue Agent 
    Dr. Eugene Smith is Visiting Professor of Federal Taxation at the Tax Law Institute. He joined with TLI to help administer the Tax Court Bar Exam Review for nonattorneys. He also advises the TLI affiliate, US Tax Court Litigators.org, in matters related to IRS controversies and U.S. Tax Court litigation and settlement. He served as Adjunct Professor of Federal Taxation at St. John's University in New York and Assistant Professor of Federal Taxation at Fairleigh Dickinson University in New Jersey. Professor Smith served previously as both an U.S. Treasury Department Special Agent (Anti-Money Laundering) and IRS Revenue Agent. He is a specialist (Ph.D.) in regards to matters pertaining to the Bank Secrecy Act. The Bank Secrecy Act (BSA), also known as the Currency and Foreign Transactions Reporting Act, is legislation passed by the United States Congress in 1970 that requires U.S. financial institutions to collaborate with the U.S. government in cases of suspected money laundering and fraud.
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    Accredited CLE Provider
    The Florida Bar
    U.S. Tax Court Litigators.org
    Continuing Legal Education Services
    for United States Tax Court Trial Practice
    1717 N Street, NW, Ste. 1
    Washington DC 20036
    Telephone +1.800.737.6134




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