Partner
CurrentNotable Representations*Served as Wisconsin circuit court appointed special master/referee/successor trustee in complicated trust and estate cases. One matter involved the sale of a twenty million dollar flexible packaging business.*Established professional gambler status for individual and, with reconstructed session data, reduced tax assessment from $1,725,000 to zero.*Assisted an individual under “federal supervision” secure a $1,800,000 refund from the Internal Revenue Service and a $65,000 refund from the Wisconsin Department of Revenue.*Managed defense for a well-regarded business owner in connection with a criminal tax investigation.*Advised individuals in connection with offshore account matters.*Advised clients in connection with embezzlement cases.*Prosecuted and argued cases before the U.S. district courts, the Seventh Circuit Court of Appeals, the U.S. Tax Court, and the Wisconsin Tax Appeals Commission.*Tried matter in Wisconsin Circuit Court arising from trust obligation in connection with decedent’s remains.*Gained offer in compromise settlements for individuals and businesses in connection with liabilities owed to the Internal Revenue Service, Wisconsin Department of Revenue, Wisconsin Department of Workforce Development, Illinois Department of Revenue, and the Indiana Department of Revenue.*Represented individual and business in IRS and Wisconsin Department of Revenue examinations – including matters involving trust fund liability, TEFRA, voluntary disclosure, sales and use tax, valuations, and exceptions to the discharge of indebtedness income rule.Clients include:IndividualsCorporationsPartnershipsTrustsEstatesExempt Organizations
