Tax Court Relationships and Understanding the Trial Process

Successful tax appeals are often shaped long before anyone steps into the courtroom. At the AMANJ June Conference, Lee Holtzman and Joseph Norcia will explore the relationships and strategic decisions that define tax matters leading up to trial. Their discussion will cover the full lifecycle of a tax case, including discovery and depositions, settlement negotiations and counterclaims, and the working dynamics among attorneys, appraisers, assessors, and opposing counsel—offering practical insight into how collaboration and preparation can drive better outcomes.