Other Areas of Law
Estate Planning; Tax Audits; Tax Planning; Estate and Gift Taxation; Business Formation; Wills; Trusts
University of Texas, B.A., Navy ROTC - 2nd Lt. USMC, 1972; Pepperdine University, M.S.A., Beta Alpha Psi Honor Society, 1977; University of Texas, M.P.A., Honor Student, 1985
South Texas College of Law, J.D., Order of Lytae Honor Student, 1991
1991, Texas; 1992, U.S. District Court, Southern District of Texas; 1994, U.S. Tax Court; 2009, U.S. District Court, Western District of Texas; 2015, U.S. District Court, Northern District of Texas
Houston Bar Association (Member, Taxation Section); State Bar of Texas (Member, Taxation Section); American Association of Attorney-CPAs (Texas Chapter); Texas Society of Certified Public Accountants (Member); Houston Chapter of CPAs (Member, Taxation Committees).
Publications and Seminars: Individual and Small Business Income Tax Seminar (2000 - 2016), IRS Administrative Appeals (5/22/2015), Bankruptcy Tax Issues (2012-2015), Technical Editor, AICPA Individual Income Tax Course (2001-2013); Representing Non-Filers, Texas State Bar Tax Section, August 29, 2007; Tech Editor, AICPA Corporate Income Tax Course (2010 - 2012); Non-Resident Returns, University of Houston (2000 - 2014); Property Tax Legal Defenses, HC-TSCPA, March 2, 2004; Tax Simplification Policy, Houston Tax Forum, August 27, 2002; S Corporation Franchise Tax Conversions, Houston Tax Forum, June 6, 2002; Tax Law Issues, Daily Court Review, Houston, Texas, 1998; Tax Law Tips Columnist, Texas Law Reporter, 1995-1996. Choice of Entity and Business Formation, Thompson Pub, 1994; Coping with New Texas Taxes, Today's CPA, March 1992; Estate Annuity Valuation, Houston CPA Forum, Sep 1990.
Fellow, College of State Bar of Texas.
Barton v. Commissioner, T.C. Memo 2005-97 (U.S. Tax Court, May 3, 2005);
Guest v. Cochran, 993 S.W.2d 397 (Tex. Civ. App.- Houston, 1999);
Watson v. Commissioner, T.C. Summ 2014-108 (U.S. Tax Court, Dec 8, 2014)
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