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√ Do you know the questions you should ask your client?
    √ Do you know how to discover and
    interpret his/her attempts to evade paying 
    taxes?

Do you know how to identify all various kinds of delinquencies are identified?


 

MY CELL PHONE #

925 336-9438

I'm Central Time
If no answer try again
or call
925 829-6363

 

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ME ON THE PHONE
WITH AN ATTORNEY
WALKING HIM THROUGH A CASE

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Morgan@morganking.com

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MENTORING LAWYERS

and Enrolled Agents

THE WHOLE CASE OR
SPECIFIC ISSUES

at your time or schedule
Chapter 7 and 13

  • The basic steps for discharge

  • Was it a valid tax return?

  • What is an "equivalent report" per § 523(a)(1)(B)?

  • Was it a "notice"?

  • Return filed late - now what?

    • The 3 time periods determined correctly?

    • Have you considered "equitable tolling? In re Spinks, 591 B.R. 113 (Bankr. S.D. Ga., 2018)

    • Is it a "tax" within the meaning of the code?

    • Was the return "filed" or "given" per 523(a)(1)(B)?

    • Was it filed at the correct place?

  • Were there "fraudulent transfers" per 11 U.S.C. § 548?

  • Attempts to conceal assets?

  • IRS entered an "SFR" - is there also a valid return?

  • Should you file claim "on behalf? of the IRS?

    • Was the assessment valid?

    • Were there "sleeping assessments"?

    • More than one account transcript?

    • Will there be nondischargeable -

    • Post-petition interest?

  • Is postpetition or "exempt" property safe?

  • Will the automatic stay expire in 30 days?

  • Were "administrative remedies" required?

  • May liens be attacted

  • More questions and issues!

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FROM AN EXPERIENCED ATTORNEY

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Morgan has a unique and relentless focus on discharging taxes in bankruptcy, with the result that he

has taken this almost-impenetrable area of the law and made it

accessible to regular consumer bankruptcy practitioners. 

 

Over the years, I have consulted

with him many times and each

time he has been truly interested in the problem I brought to him and he has worked with me to reach a well-reasoned resolution of it. 

 

Morgan, whether in person, or in written form, is an invaluable resource for dealing with  =some of our clients' most-frightening debts, taxes. 

- JAMES GOLD, Esq,

- Member California Bar

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KING'S

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