eCourse
Tax Refund Claims: A Field Guide
Contains material from Feb 2026
Tax Refund Claims: A Field Guide
Not yet rated
Technical Questions?
512.475.6700
service@utcle.org
A practical guide to the rules, strategies, and best practices for handling a refund claim with an emphasis on avoiding traps for the unwary. Address the administrative prerequisites to filing suit, choice of forum, the variance doctrine, the full payment rule, offsets, abatements, statutes of limitations, and other common pitfalls.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 1.50
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
You must be signed in, have purchased this eCourse,
and the eCourse must be active
to have access.
Sessions
Credit
1.
Refund Claims: A Field Guide (Feb 2026)
Michael W. May, Shawn O'Brien
1.50
0.00
0.00
1.50
Downloadable Materials
Transcript
(txt)
Slides
(pdf)
– 19 pgs
Session 1 —92 mins 1.50
Refund Claims: A Field Guide (Feb 2026)
A practical guide to the rules, strategies, and best practices for handling a refund claim with an emphasis on avoiding traps for the unwary. Address the administrative prerequisites to filing suit, choice of forum, the variance doctrine, the full payment rule, offsets, abatements, statutes of limitations, and other common pitfalls.
Originally presented: Dec 2025 Taxation Conference
Michael W. May,
Department of Justice - Dallas, TX
Shawn O'Brien,
McDermott Will & Schulte - Houston, TX