Publications and Presentations

BOOKS

  • Federal Tax Collections, Liens and Levies, Warren Gorham & Lamont, New York, New York (2d. ed. 2009).
  • Texas Taxes Annotated, West Pub. Co. (1999) (co-authored with Scott Morris)

RECENT PUBLISHED ARTICLES AND PRESENTATIONS

  • Authored, “Reopening the Door: Disputing Tax Liability in a Collection Due Process Case,” CCH Taxes January 2011
  • Authored, “Conflicts of Interest in Tax Practice,” CCH Taxes November 2010.
  • Authored, “IRS Collection Against Trusts: Trust Language Matters,” CCH Taxes September
  • Authored, “Assessment Irregularities,” CCH Taxes July 2010 and reprinted in CCH Tax
  • Practice and Procedure September 2010.
  • Authored, “Loaning Money to a Delinquent Taxpayer,” 24 J. Taxation and Regulation of Financial Institutions, No. 1, Sept/Oct. 2010.
  • Authored, “Responding to a Federal Tax Levy: What Should a Financial Institution Do?,” 23 J. Taxation and Regulation of Financial Institutions , No. 6, July/August 2010.
  • Presented, “Navigating the Dangerous Waters of Multi-Party Representation in LLC and Partnership Deals, University of Texas School of Law 2010 Conference on Partnership and Limited Liability Companies, July 22-23, 2010, Austin, Texas.
  • Presented, “Ethics of Multi-Party Representation in a Business Formation and Termination,” Texas Bar CLE webcast, July 8, 2010 with George Coleman, Bell & Nunnally, Dallas.
  • Presented, “The Future of Law Practice,” Dallas Bar Association, Professionalism Committee, July 6, 2010, with George Coleman, Bell & Nunnally, Dallas.
  • Authored, “National Taxpayer Advocate’s 2009 Report to Congress: Important Information for the Tax Practitioner,” CCH Taxes, May 2010.
  • Authored, “Fifth Circuit Survey: Federal Taxation, 42 Texas Tech L. Rev. No. 3 (Spring 2010).
  • Authored, “Divorcing Delinquent Taxpayers: Unrecorded and Thus Unrequited,” CCH Taxes, March 2010.
  • Presented, “Ethics and Risks of Changing Law Firms,” State Bar of Texas CLE Webcast, March 2010 (with Ophelia Camina)
  • Presented, “The Future of Ethics and Law Practice in a Flat World,” State Bar of Texas CLE Webcast, March 2010 (with Ophelia Camina, Susman Godfrey, Dallas)
  • Authored, “Ethics and Liability Issues of Multiparty Representation in Tax Practice,” CCH Taxes January 2010
  • Presented, “Ethics and Risks in Multi-Party Representation,” to Dallas Chapter of CPAs, February 2010; Dallas Bar Association Section of Taxation, December 2009 (with Dan Baucum), and State Bar of Texas CLE Webcast, October 2009 (with George Coleman), and Grayson County, Texas Bar Association, July 2009.
  • Authored, “Substitutes for Return,” CCH Taxes, November 2009
  • Authored, “Levies on Fixed and Determinable Income or Property,” CCH Taxes October 2009
  • Authored, “Purchasing Property from a Delinquent Taxpayer,” CCH Taxes, September 2009.
  • Ethics & Liability of Multi-Party Representation, TexasBarCLE webcast, with George Coleman, Sept. 27, 2009, with paper.
  • Forming Professional Services Firm, with Dan Baucum, State Bar of Texas Advanced Tax Institute August 2009 and State Bar of Texas Annual Meeting June 2009.
  • Purchasing Property From a Delinquent Taxpayer, September 2009 Taxes Magazine, Vol. 87, No. 8.
  • Authored, “Fifth Circuit Survey: Federal Taxation, 41 Texas Tech L. Rev. No. 3 (Spring 2009).
  • Presented, “Forming Services Company,” State Bar of Texas Annual Meeting June 2009 (with Dan Baucum, Tina Green & George Coleman) and State Bar of Texas Advanced Tax Institute August 2009 (with Dan Baucum).
  • Authored, “Ethics and Risks in Multi-Party Representation,” CCH Taxes January 2009
  • Contributing author, Low Income Taxpayers Handbook (American Bar Association, 2009)
  • Presented, “Collection of Employment Taxes,” State Bar of Texas Advanced Tax Institute August 2008
  • Presentation, “Collection of Employment Taxes,” State Bar of Texas Advanced Tax Institute August 2008.
  • Chaired the 2008 Dallas Chapter of CPAs, Annual Free CPE Day, May 2008.
  • Presented, “Organizing Professional Services Company,” University of Texas Annual Partnership, LLC Institute, Austin, Texas May 2008 (with George Coleman).
  • Chaired and moderated webcast on “Texas Margin Tax” State Bar of Texas, August 2007.
  • Presented “Contributing Assets to a Partnership,” University of Texas Annual Partnership, LLC Institute, Austin, Texas May 2007.
  • Chaired panel discussion on “Facade and Easements Donations to Charity” to the American Bar Association, Section of Taxation, Real Estate Tax Committee, Ft. Lauderdale, FL, January 2007.
  • Co-authored and presented paper on “Estate Planning for Real Estate Owners” to the New York University School of Law Federal Tax Institute, San Diego, California November 2006.
  • Chaired panel discussion, “Estate Planning for Real Estate Owners” to the American Bar Association, Section of Taxation, Real Estate Tax Committee, Washington, D.C., May 2006.
  • Participated in panel discussion on “Collection Due Process Hearings and Offers in Compromise,” at the American Bar Association, Section of Taxation, Bankruptcy and Workout Committee, San Diego, California, January 2006.
  • Presented “Post-Mortem Estate Planning,” to the Dallas Chapter of Certified Public Accountants, Dallas, Texas, December 2005.
  • Participated in panel discussion on “IRS Expense Guidelines and Offers in Compromise,” at the American Bar Association, Section of Taxation, Bankruptcy and Workout Committee, Washington, D.C., May 2005.
  • Presented “Collection Procedures and Defenses,” Tarrant County Texas Bar Association, Estate and Gift Tax Committee, Fort Worth, Texas, May 2005.
  • Presented “Don’t Banks On It; Taxation of Contingent Legal Fees & Employment Tax Issues In 2004 Jobs Act” to Dallas Bar Association, Employment Law Section, Dallas, Texas, April 2005.
  • Chaired panel discussion, “Conservation Easements in Estate Planning,” to the American Bar Association, Section of Taxation, Real Estate Tax Committee, Boston, Massachusetts, October 2004.
  • Participated in closed circuit televised panel program, “The Tax Controversy Toolkit”, Accounting Continuing Education Network (ACPEN), August 2004.Tax Collection Issues Involving Partnerships, Journal of Asset Protection (July/August 1998)
  • “Criminal Issues Arising in Federal Tax Collection,” 73 Tax Notes 1345 (1996)