Meadows Collier

Firm partner Joel N. Crouch is speaking at the 2026 Tax Alliance Conference on June 10 in Plano, TX. He will be presenting "Recent Tax Cases: What They Mean for You and Your Client." This presentation offers an update on noteworthy developments in tax litigation and how those decisions may affect attendees and their clients. It will also provide valuable insight into emerging judicial trends and the practical implications of recent cases for tax planning, estate planning, and IRS controversy matters.

Learn more and register: https://taxalliance.org/

In his latest article published with Law360, "Attorneys Should Aid Clients’ AI Use While Safeguarding Privilege”, firm partner Joseph A. Rillotta explores the emerging intersection of artificial intelligence, attorney-client privilege, and white-collar criminal defense. He examines recent case law suggesting that client AI queries may not be shielded from discovery and considers whether the longstanding principles established in 𝘜𝘯𝘪𝘵𝘦𝘥 𝘚𝘵𝘢𝘵𝘦𝘴 𝘷. 𝘒𝘰𝘷𝘦𝘭 could provide a framework for safeguarding certain AI-assisted communications. Mr. Rillotta highlights the practical, ethical, and technological considerations that must be addressed as the legal profession continues to navigate the evolving role of AI in legal services.

Read more: https://www.law360.com/articles/2483696

Have you signed up for next week's FREE ?

On Tuesday, June 9, firm partner Mark A. McMillan will be presenting "Designing and Implementing a Family Office." With the number of family offices worldwide exceeding 10,000 and assets under management estimated at roughly $6 trillion, more high-net-worth families than ever are exploring whether a dedicated family office is the right vehicle for coordinating their wealth and family governance. But the threshold question — virtual, single-family, or multi-family — is one that many advisors are asked to help answer without a structured framework for doing so. This webinar provides a practical, 60-minute guide to all three models, covering how they differ in cost, control, and privacy; a roadmap for setting up a family office, starting with defining the purpose of the family office through first-year operations; and the common pitfalls that cause family offices to stumble.

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

In our latest post, firm partner Jeffrey M. Glassman analyzes the recent decision in 𝘛𝘳𝘪-𝘚𝘵𝘢𝘵𝘦 𝘔𝘦𝘮𝘰𝘳𝘪𝘢𝘭 𝘏𝘰𝘴𝘱𝘪𝘵𝘢𝘭 𝘷. 𝘜𝘯𝘪𝘵𝘦𝘥 𝘚𝘵𝘢𝘵𝘦𝘴 and its implication for employers pursuing Employee Retention Credit (ERC) refund claims. Mr. Glassman explains how the court rejected the government's attempt to impose heightened standards for proving a "partial suspension" under the ERC statute and reinforced the courts - not agencies - ultimately interpret the law. He also discusses why the ruling is significant employers facing denied, delayed, or contested ERC claims, emphasizing that aggressive government positions are not always upheld in court and that legitimate claims my still have a viable path forward.

Read more: https://www.meadowscollier.com/erc-update-a-court-reminder-that-the-government-doesnt-always-interpret-the-law-correctly

Meadows Collier is a proud sponsor of the 42nd Annual Texas Federal Tax Institute Conference held June 3-5, 2026 in San Antonio, TX.

The Texas Federal Tax Institute brings together leading corporate, partnership, and real estate tax professionals from across the United States. Leading national experts from the U.S. Treasury, the Internal Revenue Service, and private practice share unique insights on the latest trends and developments related to regulations, rulings, and cases that impact tax practice areas. The focus is on corporate, partnership, real estate, and controversy-related topics.

Learn more and register: https://www.texfedtax.org/

Firm partner Naveid P. Jahansouz is speaking at Texas Federal Tax Institute's 2026 Conference on Wednesday, June 3 in San Antonio, TX. He will be presenting "Managing Third-Party Information Requests in Audits, Courts, and Internationally" along with James Steele. This panel will discuss practical considerations when dealing with Internal Revenue Service requests for information from third parties, both from the perspective of the taxpayer and the third party. The response to each request may be different depending on the phase of the controversy – whether conducted during an audit, in active litigation, or involving the exchange of information through an international treaty. This panel will also discuss the rules concerning information requests to third parties by the Internal Revenue Service and foreign tax authorities and provide strategies for responding (and contesting) each of the various types of requests from taxing authorities.

Learn more and register: https://www.texfedtax.org/

Firm partner Jana L. Simons is speaking at the Dallas Bar Association's Tax Law Section Meeting on Monday, June 1 in Dallas, TX. She will be presenting "Estate v. Income Tax: Basis Consistency and Adjustments."

Learn more and register: https://www.dallasbar.org/?pg=events&evAction=showDetail&eid=348028&evSubAction=viewMonth&calmonth=202606

DATE CHANGE

Have you signed up for next week's FREE monthly ?

On Tuesday, June 9, firm partner Mark A. McMillan will be presenting "Designing and Implementing a Family Office." With the number of family offices worldwide exceeding 10,000 and assets under management estimated at roughly $6 trillion, more high-net-worth families than ever are exploring whether a dedicated family office is the right vehicle for coordinating their wealth and family governance. But the threshold question — virtual, single-family, or multi-family — is one that many advisors are asked to help answer without a structured framework for doing so. This webinar provides a practical, 60-minute guide to all three models, covering how they differ in cost, control, and privacy; a roadmap for setting up a family office, starting with defining the purpose of the family office through first-year operations; and the common pitfalls that cause family offices to stumble.

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

In the recent Bloomberg Tax article "Can Disclosure Neutralize Civil Fraud? Enforcements Explored," Damon Rowe and Carolyn Schenck provide insight into the role disclosure may play in mitigating civil fraud exposure in tax enforcement matters. The article examines how taxpayers and practitioners navigate voluntary disclosures, amended filings, and cooperation strategies in the face of increasing IRS scrutiny, particularly as civil fraud enforcement continues to evolve.

Read more: https://news.bloombergtax.com/daily-tax-report/can-disclosure-neutralize-civil-fraud-enforcements-explored

Firm partner R. Damon Rowe is speaking today at LTA Academy's LTC Tour 2026 in Las Vegas, NV. He will be speaking on their lunch panel along with Ruben Valdes and Manny Muriel.

Learn more: https://ltaeducation.com/ltc-las-vegas/