Successful Representation in IRS Offshore Voluntary Disclosure Programs
Successfully represented dozens of clients who participated in the IRS’ Offshore Voluntary Disclosure programs from 2009 to present. Achieved various
Civil Tax Litigation and Controversy
Represented client in Franchise Tax Board (“FTB”) audit involving Derivium/Optech tax shelter
Represented client in Franchise Tax Board (“FTB”) audit involving Derivium/Optech tax shelter. Successfully resolved audit without imposition of approximately $1M
Achieved $850K Tax and Penalty Savings in Complex Real Estate and Primary Residence Gain Case
Represented clients in Tax Court matter involving the proper determination of capital gain pursuant to an installment contract for the