In civil tax cases, our lawyers:
- Vigorously present our clients’ cases at trial in the U.S. Tax Court or other appropriate court
- Handle administrative and litigation tax cases against the North Carolina Department of Revenue and other governmental tax agencies in the Southeast
In criminal tax cases, our lawyers:
- Represent taxpayers who wish to address prior significant tax reporting issues through the voluntary disclosure process
- Protect our client’s rights and work to prevent criminal investigations, indictments and prosecutions in tax-related cases
The range of our tax litigating controversy engagements include:
- Residency status disputes in state income tax cases
- Innocent spouse tax relief in the context of separation or divorce
- Company share valuations in federal estate and gift tax disputes
- Conservation easement qualification and valuation disputes with the IRS
- Reasonable compensation and travel and entertainment expense defense in closely held business cases
- Economic substance issues involving sale/leasebacks, mergers, tax losses and partnership tax controversies
- Litigating state tax issues in theN.C. Office of Administrative Hearings