
Overview of Expert Reports, Depositions and Trial
This webcast is designed for practitioners involved in tax controversy and litigation support, particularly those interested in serving as expert witnesses. It focuses on the key elements of expert reports, depositions and trials.
Format
Webcast
Date
Nov 10, 2025
NASBA Field of Study
Accounting
Level
Intermediate
CPE Credits
4
Instructor
Michael Fahlman, David Duffus, Dan Grosdidier
Availability
3 months
Product Number
WC5080676
This webcast is included in a hybrid, interactive Tax Controversy & Litigation: Building Your Expert Witness Toolkit workshop and is designed for practitioners interested in serving as expert witnesses, focusing on key elements of expert reports, depositions, and trials.
Attendees will learn about the essential components of:
- Expert reports
- Depositions
- Trials
The webcast will have a special focus on:
- The Federal Rules of Evidence
- The deposition phase of litigation, including what’s covered, how attorneys approach the process, and key dos and don’ts for experts
- The trial process and courtroom protocols
Key Topics
- Expert witness roles
- Expert reports
- Deposition
- Trial preparation
- Courtroom procedures
- Communications in litigation settings
Learning Outcomes
Expert Reports
- Determine key aspects of an expert report with a special focus on compliance with the Federal Rules of Evidence and Federal Rules of Civil Procedure
- Analyze the admissibility of expert testimony
- Apply quality control measures and direct supervision when engaged in litigation support Deposition
- Navigate the deposition phase of a litigation matter
- Apply the components of a deposition
- Analyze the attorney’s and client’s objectives during the deposition Trial Overview
- Analyze the phases of a trial
- Identify courtroom protocols
- Distinguish between a bench trial and a jury trial
- Differentiate between alternative dispute resolution (ADR) and litigation
- Apply demonstrative concepts
Who Will Benefit
- Experienced expert witnesses in tax controversy
- First-time testifiers preparing for IRS or court proceedings
- CPAs involved in audit defense, appeals, or litigation support
- Candidates preparing for roles in tax representation or expert testimony
Group ordering for your team
2 to 5 registrants
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