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Category: Success Stories

Criminal Tax

Criminal Tax Case Against Texas Board-Certified Attorney Dismissed: We were hired during the late stages of a criminal tax investigation targeting an attorney certified in real estate law by the Texas Board of Legal Specialization. By the time we were hired, the IRS had completed its investigation and had recommended […]

Success Stories

IRS Audits/Civil Tax Controversies

No Change Determination In IRS Audit Of Miniature Horse Business: We were hired to represent the owner of a miniature horse business during an IRS audit. The IRS took the position that the operation was a hobby rather than a business and that a large refund, claimed by the taxpayer, […]

Success Stories

Tax Planning

Advised Corporate Executives Regarding Tax Efficient Compensation Packages And Tax Efficient Exercise Of Options :We have helped executive level employees at public and privately held companies obtain the most tax efficient compensation packages possible and exercise options in the most tax efficient manner possible. Advised Technology Company Founders On Most […]

Success Stories

Trusts, Estates And Asset Protection

Established Comprehensive Trust, Estate And Asset Protection Strategies For A Software Company Founder Following Liquidity Event: A software company founder sold half of his company to a private equity firm for an eight-figure sum. We outlined for the founder a variety of strategies to protect assets from creditors and minimize […]

Success Stories

White Collar Criminal Defense

Federal Fraud Charges Dismissed Against Attorney/Entrepreneur. Jury Acquits Of State Fraud Charges: We were hired to represent a licensed attorney turned entrepreneur in a federal fraud investigation. The right team of experts and a diligent, proactive approach paid off, and we persuaded federal prosecutors to dismiss the case. State prosecutors […]

Success Stories