Meadows Collier

Firm partner Matthew L. Roberts is speaking on the State Bar of Texas's 44th Annual Tax Law in the Digital Age Course taking place on August 6-7, with a replay on September 17-18. He will be presenting "What Every Lawyer Should Know about International Tax Reporting".

Learn more and register: https://www.texasbarcle.com/new/Register.asp

Three firm partners are speaking at Panhandle Chapter Texas Society of Certified Public Accountants's Tax Institute taking place on August 6 in Amarillo, TX.

David E. Colmenero and Alex J. Pilawski are presenting "Everything's Bigger in the Lone Star State: 2026 Texas Tax Overview of Significant Developments." True to the spirit of Texas, the 2026 tax year is off to a running start with important developments in Texas tax. Some of these developments may potentially create significant opportunities for taxpayers. You will not want to miss this important overview of recent developments and pending cases that may impact your clients or business.

Michael A. Villa, Jr. is presenting "From Schedule C to Cell Block D: Criminal Tax Enforcement in 2026." Last year was a roller coaster for staffing and organizational shifts at both the Internal Revenue Service and Department of Justice. This presentation will focus on recent IRS enforcement efforts, criminal tax investigations, and cases that have proceeded to court.

Learn more and register: https://www.tx.cpa/panhandle/tax-institute-2026

Firm partner Michael A. Villa, Jr. is speaking at TXCPA Fort Worth's Member Appreciation Day on August 4 in Fort Worth, TX. He will be presenting "2026 IRS Enforcement Update." Last year was a roller coaster for staffing and organizational shifts at both the Internal Revenue Service and Department of Justice. This presentation will focus on recent IRS enforcement efforts, criminal tax investigations, and cases that have proceeded to court.

Learn more and register: https://www.tx.cpa/fortworth/events/member-appreciation-day

In our latest post, firm partners David E. Colmenero and Alex J. Pilawski examine the growing scrutiny of Texas sales tax exemptions for qualifying data centers as both the Texas Legislature and the Texas Comptroller intensify their focus on these incentives. They discuss the potential impact of proposed legislative reforms, increased audit activity, and why data center operators should take proactive steps to protect their interests and prepare for a rapidly evolving tax landscape.

Read more: https://www.meadowscollier.com/data-centers-in-the-cross-hairs-of-both-the-texas-legislature-and-texas-comptroller-audits/

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On Tuesday, August 11, firm partners Stephen A. Beck will be presenting "Equity Compensation for Partnerships, Including “Crystallizations” of Profits Interests." Compensatory capital and profits interests remain valuable equity compensation tools for partnerships, but their tax treatment continues to present complex planning and compliance considerations. This presentation will examine the differing federal income tax treatment of compensatory capital and profits interests, including the contrasting approaches under Revenue Procedures 93-27 and 2001-43 versus the 2005 Proposed Regulations. Attendees will also gain practical insight into drafting partnership agreement provisions that help preserve the tax-free treatment of compensatory profits interests, as well as the conceptual framework and existing authority surrounding the "crystallization" of profits interests and whether such transactions can be implemented without triggering taxable income.

Learn more and register: https://webinars.meadowscollier.com/

In our latest post, firm partner Josh O. Ungerman explores a newly filed federal lawsuit that could have significant implications for businesses operating refrigerated trucking fleets. Mr. Ungerman examines the refund claims at the center of the case, explains how the federal fuel excuse tax credit for off-highway fuel may apply to re**er units and other auxiliary equipment, and discusses why proper fuel tracking and documentation are essential for business evaluating potential refund opportunities.

Read more: https://www.meadowscollier.com/is-your-fleet-overpaying-federal-fuel-excise-tax-a-new-lawsuit-puts-re**er-fuel-back-in-the-spotlight/

In our latest post, firm partner Matthew L. Roberts examines the U.S. Tax Court's recent decision in 𝘌𝘪𝘭𝘦𝘳 𝘷. 𝘊𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯𝘦𝘳, which highlights the often-overlooked tax consequences of litigation settlements and attorneys' fees. Mr. Roberts discusses how the court's narrow interpretation of the Internal Revenue Code's "civil rights" exception may leave plaintiffs paying tax on their full settlement recovery without a corresponding deduction for attorneys' fees, underscoring the importance of evaluating tax implications early in the settlement process.

Read more: https://www.meadowscollier.com/taxation-of-settlements-and-judgments-tax-court-rejects-broad-reading-of-attorneys-fees-deduction/

Firm partner R. Damon Rowe is speaking at the National Bar Association's 101st Annual Convention on July 27 in Nashville, TN. He will be presenting "They're Watching: How the IRS Builds Cases, Selects Targets, and What Your Clients Don't Know."

Learn more and register: https://events.nationalbar.org/nashville/

Firm partner R. Damon Rowe is speaking at ABTP's Tax Fest 2026 on July 24 in New Orleans, LA. He will be presenting "How an Audit Turns Into a Criminal Investigation." This session will give tax professionals valuable insight into how routine audits can escalate into criminal investigations, the warning signs to watch for, and how to properly protect both clients and businesses throughout the process. The presentation will cover real-world knowledge, professional guidance, and critical information every tax professional should understand in today’s evolving tax environment.

Learn more and register: https://abtptaxfest.com/

Firm partner Matthew L. Roberts was quoted in Sarah Agostino’s recent CNBC article, “Scam Victims Can Owe Taxes on Stolen Money. A Bill in Congress Could Offer Relief,” discussing the federal tax treatment of scam and fraud losses. Mr. Roberts explains when taxpayers may qualify for a theft loss deduction under current law, the limitations imposed by the Tax Cuts and Jobs Act, and why many victims are unable to obtain meaningful tax relief after losing money to scams or fraud.

As Congress considers legislation that could expand tax relief for scam victims, the article provides timely insight into the evolving rules governing theft loss deductions and the tax consequences of financial fraud. Understanding the current legal framework remains critical for taxpayers, financial professionals, and advisors navigating these complex tax issues.

Read more: https://www.cnbc.com/2026/07/18/scam-victims-irs-tax-stolen-money.html