√ Do you know the questions you should ask your client?
√ Do you know how to discover and
interpret his/her attempts to evade paying
Do you know how to identify all various kinds of delinquencies are identified?
MY CELL PHONE #
I'm Central Time
If no answer try again
ME ON THE PHONE
WITH AN ATTORNEY
WALKING HIM THROUGH A CASE
THE WHOLE CASE OR
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 -
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!
- JAMES GOLD, Esq,
- Member California Bar
FROM AN EXPERIENCED ATTORNEY
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.