Bob Murray and Katie French of our office have just resolved a multi-million dollar case with the Internal Revenue Service in which the Service conceded the proposed imposition of excise taxes under I.R.C. § 4941(a)(1) and (b)(1). The case in point involved the early termination of a Charitable Remainder Unitrust (“CRUT”).  The IRS conceded the issue of self-dealing after the taxpayers demonstrated that they had followed the rationale of a [...]

On August 30, 2106, partners Cathy Trent-Vilim and William M. Lamson, Jr. presented Creating an Effective Record for Appeal to the Appellate Practice Section of the Nebraska State Bar Association.  Those in attendance received information about creating a record for a successful appeal.