Representing Clients During IRS Examinations, Big News, August/September 2010, Vol. 16, Issue 3, Solo and Small Firm Section of the State Bar of California
Equitable Innocent Spouse Relief: What You Should Known About the IRS' New Litigating Position, California Tax Lawyer, Vol. 18, No. 4, Fall 2009
Speaking Engagements
International Tax Enforcement Update —FBARs, Foreign Bank Accounts and Assets, Bank Secrecy Act, Currency Transaction Reports, Criminal Tax, Fideicomisos (ownership of Mexican villas), and Foreign Trust Reporting Requirements. California Society of CPAs, San Jose, California, February 17, 2011
Best Practices: Representing a Client before the Internal Revenue Services, 2011 State Bar Section Cyber Institute, January 26, 2011
Tax and Family Law Issues-The Fundamentals, 2011 State Bar Section Cyber Institute, January 13, 2011
Tax Aspects of Bankruptcy: The Basics You Need To Know, The Mission Society of Enrolled Agents, San Jose, California, September 18, 2010, Monterey, California, November 4, 2010
Bankruptcy: Overview of the Tax Rules and New Developments, The State Bar of California 2010 Annual Meeting, Monterey, California, 2010
New Rules, The IRS Can Take Your Client’s Deposition, The State Bar of California 2010 Annual Income Tax Seminar, Golden Gate University, San Francisco, California, June 18, 2010
Choice of Entity and Tax Considerations, The State Bar of California 2009 Annual Meeting, San Diego, California, 2009
Published Tax Court Opinions
RACMP Enters. v. Commissioner, No. 23954-97, United States Tax Court, 114 T.C. 211; 2000 U.S. Tax Ct. LEXIS 21; 114 T.C. No. 16, March 30, 2000, Filed
Estate of Stevens v. Commissioner, No. 22643-97, United States Tax Court, T.C. Memo 2000-53; 2000 Tax Ct. Memo LEXIS 67; 79 T.C.M. (CCH) 1519, February 22, 2000, Filed
Jorgl v. Commissioner, No. 11508-98, United States Tax Court, T.C. Memo 2000-10; 2000 Tax Ct. Memo LEXIS 10; 79 T.C.M. (CCH) 1318, January 11, 2000, Filed
Emert v. Commissioner, No. 9817-f96, United States Tax Court, T.C. Memo 1999-175; 1999 Tax Ct. Memo LEXIS 212; 77 T.C.M. (CCH) 2060; T.C.M. (RIA) 99175, May 24, 1999, Filed
Addison Distrib. v. Commissioner, Tax Ct. Dkt. No. 4838-96. Docket No. 9817-96, United States Tax Court, T.C. Memo 1998-289; 1998 Tax Ct. Memo LEXIS 292; 76 T.C.M. (CCH) 251, August 6, 1998, Filed
Lucid v. Commissioner, Docket No. 22933-95, United States Tax Court, T.C. Memo 1997-247; 1997 Tax Ct. Memo LEXIS 282; 73 T.C.M. (CCH) 2892, June 2, 1997, Filed , As Corrected June 12, 1997
Little v. Commissioner, Docket No. 27374-93, United States Tax Court, T.C. Memo 1996-270; 1996 Tax Ct. Memo LEXIS 285; 71 T.C.M. (CCH) 3168, June 12, 1996, Filed
Starr v. Commissioner, Docket No. 15176-93, United States Tax Court, T.C. Memo 1995-190; 1995 Tax Ct. Memo LEXIS 191; 69 T.C.M. (CCH) 2501; T.C.M. (RIA) 95190, April 27, 1995, Filed
Wheeler v. Commissioner, No. 8269-97, United States Tax Court, T.C. Memo 1999-56; 1999 Tax Ct. Memo LEXIS 60; 77 T.C.M. (CCH) 1454; T.C.M. (RIA) 99056, February 26, 1999, Filed
Welton v. Commissioner, Tax Ct. Dkt. No. 5035-97, United States Tax Court, T.C. Memo 1998-414; 1998 Tax Ct. Memo LEXIS 409; 76 T.C.M. (CCH) 889; T.C.M. (RIA) 98414, November 17, 1998, Filed
Avery v. Commissioner, Docket No. 7411-94, United States Tax Court, T.C. Memo 1995-296; 1995 Tax Ct. Memo LEXIS 298; 69 T.C.M. (CCH) 3062, June 29, 1995, Filed , As Corrected June 29, 1995
Borders v. Commissioner, Docket No. 18389-93, United States Tax Court, T.C. Memo 1994-626; 1994 Tax Ct. Memo LEXIS 631; 68 T.C.M. (CCH) 1484, December 20, 1994, Filed
Garrett v. Commissioner, Docket No. 16771, United States Tax Court, T.C. Memo 1997-231; 1997 Tax Court Memo LEXIS 268; 73 T.C.M. (CCH) 2799, May 19, 1997, Filed