Tax lawyer
I am primarily a tax, estate planning, real estate, corporate and litigation attorney who represents individuals, privately-held businesses, and public companies in the areas of business and tax planning, tax controversy and litigation, complex business transactions and litigation, family wealth and estate planning, real estate transactions and finance, and local, state and federal taxation.
My experience includes structuring complex business entities and tax-exempt organizations, completing stock and asset acquisitions and divestitures and real estate transactions and development, working on complex mergers and acquisitions, advising clients as to the best structure in which to hold existing assets, and the effects of tax planning with limited partnerships, corporations, and limited liability companies. I also has extensive experience representing both individuals and businesses in tax disputes with the Internal Revenue Service and the Oklahoma Tax Commission, as well as before the United States Tax Court.
My practice is also dedicated to family wealth and estate planning, including the drafting of wills, revocable trusts, life insurance trusts, and children’s trusts, advance health care directives, and durable powers of attorney, and has included the utilization of a number of sophisticated wealth transfer tax planning strategies, including sales to defective grantor trusts, private annuity transactions, and valuation discount planning. I also works with individuals and fiduciaries on the management and settlement of trusts and estates, including probate administration, guardianships, and the preparation of federal and state estate tax returns.
I am currently a partner with Cazes Roberts, a full service law firm with offices in Oklahoma City. Prior to Cazes Roberts, I worked with Resolution Legal Group as their primary tax and transactional counsel. From 2009 through 2013, I was a partner of Cazes, Looby & Jarvis, PLLC. I was also employed as a tax, estate planning, and corporate attorney by Green, Brown & Stark, P.C. (now Dimick, Green, Brown & Stark, P.C.) from July 1998 through June 1999 while attending the Southern Methodist University Dedman School of Law to obtain my LL.M. in Taxation, and then Phillips, McFall, McCaffrey, McVay & Murrah, P.C. (now Phillips Murrah) in that firm’s Tax, Business, and Transactional Departments, and I was a member of that firm’s Tax, Estate Planning, Real Estate, and Corporate Law practice groups, from July 1999 through April 2006. Subsequent to my employment with Phillips McFall, I was employed by Arthur J. Gallagher Risk Management Services, Inc., one of the largest property and casualty insurance brokers in the world, as an insurance broker and risk management consultant working in their mergers & acquisitions division, from May 2006 through December 2008.
To assist individuals and businesses with tax, legal and business issues.
I am committed to providing outstanding legal representation to individuals and businesses in the following areas of law:
TAX
•Federal and State Tax Planning
•Tax Return Preparation
•Tax Audit Representation
•Tax Litigation and Protests
•Offers in Compromise
•Installment Agreements
•Wage Garnishments and Levies
•Lien Releases
•Waivers of Penalty, Interest and Collection Costs
•Show Cause Hearings
•Innocent Spouse
•Individual Income Tax
•Estate and Gift Tax
•Partnership Tax
•Corporate Tax
•Sales Tax
•Employer and Withholding Tax
•Trust Fund Recovery Penalty
•Liquor and Mixed Beverage Tax
•Franchise Tax
•Ad Valorem, Personal, and Real Property Tax
•Qualified Domestic Relations Order (QDRO)
•Tax-Exempt Organizations
ESTATE & WEALTH PLANNING
•Revocable Living Trusts
•Wills
•Medical and Durable Powers of Attorney
•Advance Directives for Health Care (Living Will)
•Pre-Marital and Post-Marital Agreements
•Irrevocable Trusts
•Life Insurance Trusts
•Gun Trusts
•Special Needs Trusts
•Charitable Trusts
•Gifts and Charitable Contributions
•Retirement Plans
•Private Foundations
•Trust and Estate Administration
•Probate
•Guardianships
•Expert Witness Testimony for Trusts and Estates
•Trust and Estate Litigation
BUSINESS LAW (Including Litigation)
•Choice of Business Entity
•Business Formation and Organization
•Tax and Business Planning
•Operating Agreements and Bylaws
•Draft and Negotiate Purchase and Sale Agreements for Business
•Family Business Succession
•Employee Benefits and Compensation
•Business Funding/Private Placement Offerings
•Contract Drafting and Review
•Employment and Independent Contractor Agreements
•Non-Compete and Non-Disclosure Agreements
•Employee Handbooks
•Buy-Sell Agreements
•Intellectual Property Protection
•Explanation and Analysis of Insurance Needs
•Oil and Gas
•Franchising
•Filing of Mechanic’s and Materialman’s Liens
•Insurance Litigation and Claims Assistance
•Business Litigation
REAL ESTATE
•Commercial Leasing
•Draft and Negotiate Purchase and Sale Agreements for Real Estate
•Landlord/Tenant Disputes
•Loan Document Preparation (Including Owner-Finance Loan Documentation)
•Project Financing and Due Diligence Issues
•Easements and Cross-Access Agreements
•Like-kind Exchanges (Involving Real Estate and Mineral Interests)
•Foreclosures (Commercial and Residential)
•Homeowner Association Covenant Enforcement
•Evictions for Commercial and Residential Properties
•Quiet Title Actions
