Publications and Presentations

BOOKS

  • Federal Tax Collections, Liens and Levies, Warren Gorham & Lamont, New York, New York (2d. ed. 1995), current through Supplement 2010-1.
  • Co-Author with Scott Morris, Texas Taxes Annotated, West Pub. Co. (2008).

RECENT PUBLISHED ARTICLES AND PRESENTATIONS

  • Authored, “Ethics and Risks in Multi-Party Representation,” CCH Taxes January 2010
  • Presented , “Ethics and Risks in Multi-Party Representation,” to 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, “Purchasing Property from a Delinquent Taxpayer,” CCH Taxes, September 2009.
  • Authored, “Levies on Fixed and Determinable Income or Property,” CCH Taxes October 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.
  • Presented, “Collection of Employment Taxes,” State Bar of Texas Advanced Tax Institute August 2008
  • 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)