Capabilities

In Brief: A Digest of Tax Controversy

Client Results

Conducted an eight-day, 26-witness trial in the U.S. Tax Court relating to Code Section 385 and 166 issues.
Litigated significant cases in the areas of partnership taxation, valuation, gift tax, estate tax, the taxation of inventories, sham transactions and the income tax aspects of real estate transactions including like-kind/tax-deferred exchanges.
Resolved cases using the IRS Post Appeals Mediation Program, the IRS Fast Track Settlement Program and the IRS Rapid Appeals Program.
Litigated landmark cases in the area of executive/ reasonable compensation, Code Section 2703(b) and officer liability.
Advised on negotiation of a pre-filing agreement.
Addressed valuation issues with experts and the IRS.
Created a technique to avoid the IRS Technical Advice Memorandum rules to have the IRS concede an important issue, thus saving the client time and fees.
Persuaded the IRS Appeals Office to basically concede an issue contrary to the IRS Chief Counsel Advice which was on point, as it was issued to the taxpayer/client and adverse to the client.
Had significant successes in the IRS offshore account program (OVDP and settlements);
Resolved an issue wherein two proposed regulations conflicted with each other; the IRS conceded the issue.
Persuaded the IRS Appeals Office to concede an international tax issue through the use of Chinese counsel.
Resolved significant tax shelter issues.
Litigated tax refund suits, collection actions involving alter ego/nominee liens and injunction cases involving tax return preparers and/or tax shelter promoters.
Handled IRS offshore bank account program.
Obtained a significant reimbursement for a client from the IRS for the costs of litigation.
Persuaded prosecutors to decline to prosecute after a criminal referral had been made by the IRS to DOJ.
Successfully thwarted criminal tax investigations.
Defended civil federal tax cases post-indictment/conviction;
Obtained significant reductions from the guidelines in sentencing.
Litigated significant cases in the areas of partnership taxation, valuation (including the issue of fractional interest discounts), gift tax, estate tax, the taxation of inventories, sham transactions and the income tax aspects of real estate transactions, including like-kind/tax-deferred exchanges.
Litigated landmark cases in the area of executive/reasonable compensation, Code Section 2703(b) and officer liability.
Successfully assisted a client in a $90 million tax dispute.
Successfully defended a client in an $81.5 million tax case for a state-affiliated organization.
Successfully defended a client in a $25 million tax case involving write-up of intangible assets.
Successfully defended clients in corporate tax shelter issues.
Obtained IRS concession of a $200 million issue.
Resolved a $414 million dispute for $12 million.

In Brief: A Digest of Tax Controversy

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