A View from Meadows Collier

In this episode, Joel Crouch and Kristen Cox walk through the key legal and practical steps to take prior to selling a company, from the importance of keeping company records in order to the importance of getting legal counsel involved early. Building off of their blog post "15 Things You Should Know About Selling Your Business," Mr. Crouch and Ms. Cox delve into the step by step process of selling a business and how to m...

In this episode, Joel Crouch and Matthew Roberts delve into the ever-expanding world of IRS penalties and how to defend yourself against them. They walk through the categories, thresholds, and abatement options taxpayers need to understand, while also exploring why cases such as Boyle and Huang matter, especially for those relying on software or professionals. If you're trying to understand and minimize your possibilities of p...

In this episode, Joel Crouch and Brian Spiegel break down IRS examinations of gift and estate tax returns, sharing insights of all topics relating to Form 709 and 706 filing. They delve into the IRS's handling of these audits and their triggers, from flawed appraisals to inconsistent documentation, even poorly disclosed transactions. Whether you're preparing returns or responding to an audit, this episode offers essential...

In this episode, Joel Crouch and Annie McGinnis discuss the basic types of business entities: sole proprietorships, partnerships, LLCs, and corporations. They examine the advantages and disadvantages of each entity type, focusing on how liability protections, tax classifications, and long-term objectives influence the best choice for your business. It's essential to consider ownership, structure, and succession plans from day ...

In this episode, Joel Crouch and Nick Pegelow explore the modern landscape of IRS partnership audits under the Bipartisan Budget Act (BBA) rules. They discuss how and why the IRS shifted the audit process, the all-powerful role of the partnership representative, and the importance of making the right elections—like opting out or pushing out adjustments. Whether you’re a partner in a small business or part of a complex investment st...

In this episode of the Meadows Collier Podcast, attorneys Joel Crouch and Jeff Glassman dive deep into the world of tax litigation, offering a candid and practical look at the three main forums where tax disputes play out: U.S. Tax Court, U.S. District Court, and the U.S. Court of Federal Claims.

Whether you're facing a stalled refund claim, an unresolved audit, or weighing your litigation options, Joel and Jeff break...

In this episode, Joel Crouch and Matt Roberts break down recent developments in tax law and IRS procedure that every tax professional and taxpayer should know. From the Murphy case's surprising taxpayer win to a criminal defendant who beat the IRS pro se, Joel and Matt explore fascinating case law, new IRS FAQs on ERC claims, fraud penalty jury trial arguments, FOIA bottlenecks, and a cautionary tale from the conservation ease...

In this episode of the Meadows Collier podcast, Jana Simons joins Joel Crouch to discuss asset protection. They discuss the ins and outs of asset protection in Texas—from exempt assets like homesteads and retirement accounts to strategic planning tools like irrevocable trusts and LLCs. Whether you're a CPA, financial advisor, estate planner, or simply someone looking to protect your hard-earned assets, this conversation will l...

The IRS is undergoing significant workforce reductions, with thousands of employees leaving through layoffs, buyouts, and attrition. While some may welcome the idea of a smaller IRS, tax professionals should prepare for longer delays in audits, appeals, refund claims, and voluntary disclosure cases. In this episode of the Meadows Collier Podcast, Joel Crouch and Matt Roberts discuss how these staffing cuts will impact tax enforceme...

In this episode of the Meadows Collier Podcast, attorneys Joel Crouch and Naveid Jahansouz provide an in-depth analysis of significant recent developments in tax law and IRS operations. They discuss the ripple effects of IRS staffing challenges, including hiring freezes, buyouts, and leadership departures, and what these changes mean for taxpayers and tax professionals. The episode also covers key tax court cases, such as the Langl...

Join Joel Crouch, Mary Wood, and Jeff Glassman as they discuss what’s ahead for IRS enforcement in 2025. From cutting-edge technology and AI to changes in cryptocurrency reporting and high-net-worth audits, the team shares insights from the December 2024 ABA Tax Section Tax Fraud and Tax Controversy Conference in Las Vegas. This episode also covers key tips for audit preparedness, updates on the Employee Retention Credit, and strat...

In this episode of our podcast, you will discover the latest trends in IRS criminal tax investigations, cryptocurrency compliance and voluntary disclosure programs with Joel Crouch and Mike Villa. This podcast will discuss some of the presentation highlights from the December 2024 American Bar Association (ABA) Criminal Tax Fraud Conference, such as funding, data analytics and areas of priority for the IRS. In addition, the evoluti...

In this episode of our podcast, A View from Meadows Collier, we are excited to share a special replay of the December 3, 2024 webinar titled, "Divisive Corporate Reorganizations: Threading the Eye of the I.R.C. § 355 Needle," featuring Firm Partner, Stephen A. Beck. In general, the distribution of appreciated assets from a corporation results in income tax liability to both the distributing corporation and the distributee...

In this episode, firm lawyers Joel Crouch and Naveid Jahansouz delve into key recent developments in the tax landscape. They discuss noteworthy IRS procedural changes, including the revised penalty assessments for late-filed foreign gift forms, offering taxpayers more leniency with reasonable cause statements. They explore significant court cases like Ruby Tang v. Commissioner, where an IRS employee's unusual tax deductions le...

In this episode, Firm Partner, Joel Crouch is joined by Firm Associate, Cody Gackle to explore the latest developments in tax law. They dive into the complexities of Employee Retention Credit (ERC) claims, discussing the IRS backlog, refund lawsuits, and how collection due process can intersect with ERC filings. Joel and Cody also share insights on recent cases, including Franco v. Commissioner, which examines the challenges of sec...

In this episode of the Meadows Collier podcast, Joel Crouch and Brian Spiegel discuss recent tax developments, including updates from the U.S. Tax Court, alternative dispute resolution methods, and key estate tax cases. Brian shares insights from his experience clerking for U.S. Tax Court Judge Juan Vasquez, while both attorneys explore the Tax Court’s growing bench, ADR successes, and notable tax cases. They also touch on cryptocu...

Listen to this podcast with Joel Crouch and Anthony Daddino, partners at Meadows Collier, as they discuss the complexities surrounding micro-captive insurance, particularly focusing on the IRS's increasing scrutiny and the implications for taxpayers. Other topics of the podcast include the IRS' settlement program and a potential shift in the IRS's approach. The challenges faced by taxpayers is emphasized in navigatin...