Cases
Experience: Representative Transactions/Cases: Lindsay Manor Nursing Home, Inc. v. Commissioner of Internal Revenue, 725 Fed. Appx. 713 (10th Cir. 2018): Successfully represented taxpayer in obtaining a vacation of U.S. Tax Court decision.
United States v. Sims, No. 4:17-CV-495 (E.D.Tx. 2017): Successfully represented taxpayers in obtaining a complete dismissal of suit seeking to reduce federal tax liabilities to judgment.
Jewell v. United States, 749 F.3d 1295 (10th Cir. 2014): Successfully created new law in the Tenth Circuit with respect to IRS third party summonses.
Miller v. Sulphur Manor, Inc., No. 12-CV-119-KEW, 2013 WL 1337014 (E.D.Okla. 2013)
Successfully represented Sulphur against claims of reverse gender discrimination
retaliation.
Beverly Enterprises-Texas, Inc. v. Devine Convalescent Care Center, Inc., 2012 OK CIV APP 16
273 P.3d 890
Successfully represented Devine against breach of lease agreement claim.
Representation of several Oklahoma
Texas nursing homes regarding various issues pertaining to corporate, administrative, regulatory, licensure, tax
litigation matters.
Representation of small business owners
start-up companies regarding the legal
tax structuring of a new or existing business.
Representation of individuals
companies before the United States Tax Court
federal district courts regarding redetermination of deficiencies, tax liens
levys, installment agreement
offer in compromise denials, trust fund penalties
abuse of discretion issues pertaining to IRS Appeals Officer conduct.
Successfully negotiated settlement of $14.2 million employment tax liability matter with the IRS.
Successfully represented corporation in audit examination against the IRS culminating in allowance of $3.5 million interest
legal expense deduction.
Successfully eliminated $246,702 employment tax liability imposed upon client by the IRS.
Successfully reduced $105,000 income tax liability imposed upon client by the IRS to $9,480 through Offer in Compromise (Doubt as to Liability).
Successfully reduced $28,648 sales tax liability imposed upon client by the Oklahoma Tax Commission to $456.78.