Category: Uncategorized

  • This office has closed

    In 2022 I accepted a corporate in-house role I am enjoying very much. I have now closed this practice and am no longer able to offer any advice or representation. Thank you to my clients and community for making this a great part of my life for so many years.

  • Tax Collection Statute of Limitation

    I’ve recently advised clients about whether the government can still collect old tax liabilities.  This issue can be very technical and often depends on dates and information not in the taxpayer’s records, so I recommend having legal counsel make determinations about how long tax will be collectible as part of a larger strategy.  With that…

  • Offer In Compromise Compliance Requirements

    In my previous post IRS Offer In Compromise Overview I mentioned that the Offer In Compromise (OIC) is a contract with the government that creates obligations on the taxpayer.  The Form 656-B Offer In Compromise Booklet contains the terms of the agreement between the taxpayer and the government.  I believe the most noteworthy is compliance,…

  • IRS Offer In Compromise Overview

    The inquiry I receive from taxpayers more often than any other is “can’t I settle this with an Offer In Compromise?”  Undoubtedly this is because aggressive radio and internet ads tell them that hiring a “tax resolution” firm to file an Offer In Compromise (OIC) will make all their problems disappear.  The reality is that…

  • Happy New Year!

    As I finish my first year of private practice I’d like to thank all my clients, colleagues, friends, and family who made it possible.  I appreciate the opportunity I’ve had to serve on the OSB Tax Section Executive Committee and to join the Laws Committee.  2016 brought many successes including IRS and Oregon DOR audits,…

  • Open!

    I am reminded of a mentor’s wise words, “there’s no such thing as a part-time legal job.”  As I will continue running the low income taxpayer clinic at Legal Aid through March 31, I’m enjoying a soft opening, welcoming new clients as I develop this site and my company.  I’m honored to have begun serving…

  • Welcome!

    On February 1, 2016 I will reduce my public interest role to part-time as I open a private practice.  I am excited to serve a full range of Oregon taxpayers and look forward to providing information about my practice, tax law, and the tax industry on this site very soon.