News & Events

• Joel Crouch has written a new blog post, "Methods of Proof in a Criminal Tax Investigation."
• Tom Hineman has written a new blog post, “Identifying a Taxpayer’s Trades of Businesses for Purposes of §199A.”
• We are very proud of our Cristo Rey students and enjoyed their presentation to the firm today. Thank you for all of your hard work and contributions to the firm, as well as the positive and professional presence you bring to our office!
• Mike Villa was quoted in the following article: IRS, DOJ Must Rethink Strategy on Felony Tax Obstruction Charges Post-Marinello," 4 MLEX US Tax Watch 9.
• Joel Crouch has written a new blog post, "What Is A Kovel Accountant?"
• We are proud to announce that Aaron Borden will serve on the 2018 Tax Editorial Advisory Board for Law360. On the advisory board, Aaron will provide feedback on Law360’s coverage and gain insight from experts in the field on how to best shape future coverage for Law360. Congratulations Aaron!
• Congratulations to Mary Wood, Matthew Beard and Brian Spiegel for being named to the Texas Rising Stars 2018 list in the area of Tax practice. Ms. Wood has been named six consecutive years, Mr. Beard has been named two consecutive years, and Mr. Spiegel has been named three consecutive years. Tax Controversy is the practice focus for Ms. Wood and Mr. Spiegel. Mr. Beard’s practice focus is Estate Planning and Probate, and Income Tax and Business Planning.
• Joel Crouch has written a new blog post, "Update On The IRS Attack on Conservation Easements."
• Charles Pulman and Matt Roberts have written an article, “New Partnership Tax Audit and Collection Rules Impact Divorce Property Settlements,” for the State Bar of Texas Family Law Section Report, Spring 2018. Click here to read the article.
• Meadows Collier is proud to be the Major Sponsor for the Communities Foundation of Texas' Professional Seminar featuring Christopher Hoyt on Thursday, May 10, 2018 in Dallas. Christopher Hoyt is a Professor of Law at the University of Missouri Kansas City School of Law where he teaches courses in the area of federal income taxation and business organizations. Click here for more information on the seminar and to register.
• Our attorney, Jeffrey Glassman, has written a new blog post, “Time for a Withholding Tax Checkup: Treasury Releases New Withholding Calculator.” Click here to read the full blog post.
• Our partner, Mike Villa, will be speaking on March 9th, 2018 in Washington D.C., at the 42nd Annual Tax Law Conference sponsored by The Federal Bar Association on, "Hot Topics in Domestic Criminal Tax Enforcement." Please click here for more information.
• Judge Maurice B. Foley announced as next Chief Judge of US Tax Court.  Click here to read the blog post by Jeff Glassman.
• Our managing partner, Joel Crouch, is speaking at a webinar on March 6, 2018 on, “Defending Against IRS Penalties: It’s an Art, Not a Science,” sponsored by Clear Law Institute. Please click here if you are interested in registering.
• Congratulations to our Cristo Rey Dallas student worker, Loren Aranda, for being recognized as the Corporate Worker Sponsor Program (CWSP) Worker of the Week. We are very proud of you for your hard work and dedication to Meadows Collier.
• Our partner, Josh Ungerman, has written a new Forbes IRS Watch blog post, “Taxpayers Who Filed Tax Returns In U.S. Virgin Islands Enjoy Victory Against The IRS.”
• SOLD OUT! The firm's four-hour seminar, "The Tax Professional's Primer to the Tax Cuts and Jobs Act," on Wednesday, February 21, 2018 at Maggiano's Willow Bend in Plano, TX is full and registrations are closed.  Please contact Susan House, Marketing Manager, at shouse@meadowscollier.com or 214-744-3700 with any questions.
• Read the firm's Summary Report: Tax Cuts and Jobs Act (Updated February 16, 2018).
• Our partner, Steve Beck, is speaking in Dallas, TX on February 20, 2018 for the Dallas Bar Association – International Law Section on, "International Implications of the Tax Cuts and Jobs Act."
• Our partner, David Colmenero, is speaking in Plano, TX on February 20th, 2018 at the AXA Advisors lunch seminar on, "The Texas Franchise Tax: A Lower Federal Corporate Income Tax Rate and Recent Court Decisions Could Mean Higher Tax Bills for Texas Taxpayers.” Click here for more information and to register.
• Congratulations to Aaron Borden for his election to the Texas Society of Certified Public Accountants (TSCPA) 2018-2019 Board of Directors. Mr. Borden will begin serving his term in June 2018 as one of the Dallas CPA Society representatives on the TSCPA board.
• Congratulations to our attorneys, Mary Wood and Brian Spiegel, on their selection to D Magazine's 2017 list of "Best Lawyers Under Forty."
• Meadows Collier Firm Members participate in The Leukemia & Lymphoma (LLS) Society's 10th Annual Big D Climb on Saturday, January 27, 2018 at Bank of America Plaza in downtown Dallas.  Click here to read more and see a photo of our team.
• Tom Hineman has written a new blog post, "Section 199A - Navigating the Maze of the New Pass-Through Deduction."
• Jeffrey Glassman has written a new blog post, "Taxpayer Wins Offshore Tax Case Completely; Tax Court Rejects IRS Proposed Assessment and Throws Out IRS Interpretation of the Statute of Limitations."
• The firm welcomes attorney, Jeffrey M. Glassman.  Mr. Glassman's practice areas are Income Tax Litigation, Estate and Tax Litigation, and White Collar and Government Regulatory Litigation.  Read his full bio here.
• Partner, Mary E. Wood, was quoted in the Law 360 article, "Texas Oil Driller Settles $618M IRS Dispute In Tax Court," on January 19, 2018. Click here to read the article.
• Paul Budd wrote an article, "Due Diligence Requirements for Tax Return Preparers, Part 1," in the January/February 2018, Volume 45, Number 4 issue of Today's CPA published by the Texas Society of Certified Public Accountants.  Click here to read the article.
• Partner, Josh Ungerman was quoted in the January 16, 2018 Wall Street Journal article, "Coming Soon:  Serious Tax Debts to Put Passport Privileges at Risk." Click here to read the article.
• Read Joel Crouch's new blog post, "The IRS' New Authentication Procedure for Tax Practitioners."
• Paul Budd has written a new blog post, "Tax Court Determines that IRS Must Obtain Written Penalty Approval under I.R.C. Section 6751(b) to Assert Penalties against Taxpayers."
• David Colmenero and Jason Hendrix have written a new blog post, "The Texas Comptroller Receives Christmas Gift from the Texas Supreme Court in MTC Apportionment Decision."
• Laura Stapleton has written a new blog post, "Recent Tax Legislation Includes Significant Changes to the Taxation of 'Qualified Equity Grants', While Possibly Signaling Other Deferred Compensation Reforms to Come."
• Alan Davis has written a new blog post, "Estate Tax and the New Tax Act."
• Read another new blog post from Joel Crouch, "A Couple of Interesting Rulings in Undisclosed Foreign Account Penalty Cases."
• Joel Crouch has written a new blog post, "Bitcoin Is Drawing the Interest of Investors and the IRS."
• Read Chris Weeg's latest blog post, "As Year-End Approaches, Donations of Bitcoin and Other Virtual Currencies Explained."
• Steve Beck has written a new blog post, "Buckle Your Seat Belts – Major Changes to International Taxation Currently Pending in Congress."
• Chris Weeg wrote an article, "Choice of Entity and Self-Employment Tax," in the December 2017, Volume 42, Number 12 issue of Headnotes published by the Dallas Bar Association.  Click here to read the article.
• Anthony Daddino has written a new blog post, "IRS Issuing “Soft Letters” to Taxpayers Suspected of Under-Reporting their Offshore Activities."
• Joel Crouch has written a new blog post, "IRS announces 11 New Enforcement Campaigns: Swiss Account Holders Beware."
• Anthony P. Daddino has written a new blog post, "Doing More with Less: IRS CI Establishes New Investigation Units and Announces Focus on Digital Currency."
• Anthony P. Daddino has written a new blog post, "Weathering the Storm: 18 Tips for Assessing Your Client’s Section 831(b) Micro-Captive Insurance Planning Following the Avrahami Decision."
• Anthony P. Daddino has written a new blog post, "'Qualifying' Your Settlement Offer: How to Get the IRS to Think Twice Before Rejecting a Fair Offer."
• Joel Crouch has written a new blog post, "Options for Taxpayers With Unfiled Tax Returns."
• Chris Weeg has written a new blog post, "Treasury and IRS to Withdraw Controversial 2704 Proposed Regulations."
• Read Joel Crouch's blog post, "TIGTA Report on IRS Estate and Gift Tax Examinations."
• Read Anthony Daddino's blog post, "IRS Extends Hurricane Tax Relief to Dallas and Tarrant Counties."
• Partner, Mike Villa was quoted in the Sept. 19, 2017 Tax Notes article, "About Half of All Tax Convictions Get Sentences Below Guidelines."  Click here for more information and to read the article. 
• Aaron Borden is speaking at the Corpus Christ Chapter/TSCPA luncheon on Friday, September 22, 2017 in Corpus Christ, TX.  He is speaking on, "The Nuts and Bolts of Foreign Asset Reporting."
• Matt Beard is speaking to students taking a graduate program accounting course, "Advanced Topics in Federal Taxation," on Wednesday, Sept. 20, 2017 at the University of North Texas in Denton, TX. 
• David Colmenero provided testimony at the Department of Treasury and the IRS public hearing on the centralized partnership audit proposed rules in Washington, D.C. on Monday, September 18, 2017 on behalf of the Texas Society of CPA's Federal Tax Policy Committee. Click here to read more about the hearing and to view the hearing transcript.
• Congratulations to Cristo Rey Dallas College Prep for their new Academic Center. Our partner, Charles Meadows and his wife, Mary Blake Meadows, participated in the Ribbon Cutting Ceremony for the new Academic Center this morning. Click here for more exciting details.
• Five Meadows Collier lawyers recognized by Best Lawyers 2018 with one firm lawyer honored as a 2018 Lawyer of the Year. Firm lawyers recognized are: Charles M. Meadows, Jr., Robert Don Collier, William R. Cousins, III, Joel N. Crouch and Josh O. Ungerman.  William R. Cousins is honored as a 2018 Lawyer of the Year. Click here to read more.
• The 2017 Meadows Collier Tax Conference will be held on Tuesday, October 24, 2017 at Cityplace Conference Center in Dallas.  New this year -- Live Streaming and Group Discounts.  To view the brochure and register click here.  Watch for your brochure COMING SOON in the mail. 
• David E. Colmenero is testifying at the Department of the Treasury (“Treasury”) and the Internal Revenue Service (IRS or “Service”) public hearing on Monday, September 18, 2017 on behalf of the Texas Society of CPAs (TSCPA) on the proposed regulations (REG-136118-15) regarding centralized partnership audit regime.  Mr. Colmenero is the TSCPA Comments subcommittee chair of the TSCPA Federal Tax Policy Committee. Click here to read Internal Revenue Bulletin: 2017-28, REG-136118-15.
• Josh Ungerman is speaking at the San Francisco, CA, Practising Law Institute's (PLI) Basics of International Taxation on September 18, 2017 on, "International Tax Reporting and Dealing with Noncompliance."  This year's program will be led by international tax experts and focuses on specific types of outbound and inbound investment and activities, and their U.S. tax consequences, as well as how these rules impact financing, mergers, acquisitions and other commercial activities. For more information on this annual program go here.
• Mike Villa is speaking at the ABA Tax Section Joint Fall Meeting in Austin, TX on September 16, 2017 on, "IRS Investigations & Practices Subcommittee Report" and "Sentencing in Tax Prosecutions: The Latest Developments and Most Important Considerations.
• Read Anthony Daddino's new blog post about the verdict FinCEN delivered today (9/7/17) about, "Do Hurricane Harvey Victims Have Additional Time to File FBARs (Form 114)?"
• Read the new blog post, "Do Partners Who Reside Outside a Disaster Area Qualify for Tax Relief if the Partnership's Business is Located Inside the Disaster Area?" by Anthony Daddino.
• Meadows Collier welcomes four Cristo Rey students for the 2017-2018 school year, under the school's Corporate Work Study Program.  Click here to read about the students, Cristo Rey Dallas at the Corporate Work Study Program.
• Two firm attorneys, Michael E. McCue and Alex J. Pilawski, are representing The University of Texas System and the University of Houston System against Alliantgroup LP and WHR Merger Sub II Inc. alleging the tax consulting firm has engaged in a "nationwide scheme" to fraudulently transfer tax credits to its own clients that the universities should have benefited from themselves. Click here to read the full story.
• Read the latest blog post on the MC Talks Tax Blog page about the new IRS ruling and microcaptive insurance arrangements,  "New IRS Ruling Reveals that Not All Captives are Bad," by Anthony Daddino.
• Two new blog posts by Anthony Daddino on the topic of IRS Reporting Disclosures, "When 'Mostly' is Not Enough Part One:  IRS Issues New Warning to Taxpayers of When Compliance is Not "Substantial" and 'When 'Mostly' is not Enough Part Two:  IRS Issues New Warning to Taxpayers of When Disclosure is Not 'Adequate'."
• Read Anthony Daddino's new blog post on the MC Talks Tax Blog page about microcaptive insurance, "In the First Case Ever Decided Involving IRC Section 831(b) Microcaptive Insurance Planning, the Tax Court Delivers the IRS a Critical First Win."
• Josh Ungerman was quoted in the TaxNotes article, "Are Public Leaks Enough for the Higher OVDP Penalty?” on August 21, 2017. Click the HERE to read the full article.
• Josh Ungerman was quoted in a Bloomberg Law article on August 16, 2017, "Swiss Firm's Tax Pact Signal to U.S. Clients Hiding Money Abroad."  Click HERE to read the full article.
• Mike Villa was quoted in the The London Times article on August 15, 2017, "Doctor fights for return of Tyrannosaurus bataar skull.” Click HERE to read the full article.
• Mike Villa was quoted in the August 10, 2017 Dallas Morning News article, "Feds try to seize dinosaur skull, but doctor says he bought his fair and square.” Click here to read the full article
• Josh Ungerman was quoted in the August 10, 2017 TaxNotes article, "Manafort Raid Could Indicate Suspected FBAR Violations."  Click here to read the full article.
• Read Mike Villa's and Paul Budd's article in the April-May 2017 issue of the Journal of Tax Practice and Procedure, "IRS Criminal Investigation's 2016 Annual Report on Illegal Tax Source Crimes."
• Read Christopher C. Weeg's article, "The Private Trust Company: A DIY for the Uber Wealthy," 52 ABA Real Property, Trust and Estate Law Journal 121 (Spring 2017).
• We are excited to announce that Meadows Collier has two returning and two new Cristo Rey students coming to intern with us for the Cristo Rey Corporate Work Study Partners Program.  For more information about Cristo Rey Dallas College Prep visit their website at www.cristoreydallas.org.
• Read the latest MC Talks Tax Blog post, "Section 2704 Proposed Regulations Identified for Burden Reduction in IRS Report," by Chris Weeg.
• Josh Ungerman is a returning speaker at the 2017 Nationwide Tax Forum at the Hilton Anatole in Dallas on July 25 and 26, 2017 speaking on “IRS Audits – Triggers and Traps.” This national program offers live seminars from the IRS and its association partners featuring a full agenda of the latest tax law information. Association partners are the American Bar Association (ABA), the American Institute of Certified Public Accountants (AICPA), the National Association of Enrolled Agents (NAEA), the National Association of Tax Professionals (NATP), the National Society of Accountants (NSA, and the National Society of Tax Professionals (NSTP). For more information on this 3-day program (July 25-27, 2017) click here.
• Read the blog post, "U.S.Tax Court Decision Deals Blow to IRS on Taxation of U.S. Partnership Interests Held by Foreign Persons," by Matt Roberts.
• SAVE THE DATE - 19th Annual Meadows Collier Tax Conference - Tuesday, October 24, 2017 in Dallas at Cityplace Conference Center.  WATCH FOR DETAILS COMING SOON!!!
• Josh Ungerman is speaking at the Practising Law Institute's Basics of International Taxation 2017 in New York, NY on July 25, 2017 and on Sept. 18, 2017 in San Francisco, CA.  This year's program will be led by international tax experts and focuses on specific types of outbound and inbound investment and activities, and their U.S. tax consequences, as well as how these rules impact financing, mergers, acquisitions and other commercial activities.  For more information on this annual program go here.
• Read Mike Villa's Blog Post, "The RESPECT Act:  Will Congress Pass Legislation to Limit IRS Civil Forfeiture in 'Structuring' Cases?"
• Read the July 12, 2017 Blog post by J. Daniel Boysen, "The Treasury Targeting the Recent Section 385 Debt-Equity Regulations (and Others) for Potential Repeal."
• Blog Post, "Practical Suggestions for Effectively Representing a Taxpayer Before IRS Appeals," by Joel Crouch.
• Read the June 27, 2017 blog post by Joel Crouch and Trey Cousins, "Practical Suggestions for Effectively Representing a Taxpayer in an IRS Examination."
• Blog Post, "IRS Grants Automatic Extension to Qualifying Estates to File 706 and Elect Portability,".
• Read Steve Beck's latest blog post, "It's a Trap! Beware the Anti-Toggle Rule under I.R.C. § 409A."
• The 33rd Annual Texas Federal Tax Institute is June 14-16, 2017 at the La Cantera Resort & Spa in San Antonio, TX.  Meadows Collier is hosting the Welcome Cocktail Reception on Wednesday, June 14, 2017 at 6:30 p.m.  For more information on this program, click here.  We hope to see you there!
• Blog Post, "Payroll and Human Resources Departments Beware:  An Update on an Identity Theft Scam," by Joel Crouch.
• Meadows Collier is a proud sponsor of The NYU SPS 9th Annual Tax Controversy Forum being held in New York, NY on June 15-16, 2017 at the Crowne Plaza Times Square Manhattan.  Click here for more information on this outstanding program.
• Blog Post, "Golden Opportunities - Maximizing Long-Term Capital Gain Treatment and Deferral of Taxable Gain Recognition from Partnership Sales," by Steve Beck.
• Chris Weeg wrote an article, "Community and Separate Property Regimes: Educating the Mobile Client and the Multijurisdictional Attorney," in the Summer 2017 issue of the State-to-State Newsletter published by The Florida Bar Out-of-State Division. 
• Blog post, "IRS Extends Disclosure Deadline for Newly "Listed" Syndicated Conservation Easement Deals" by Anthony Daddino.
• Read the blog posts,