Kugelman Law

We are thrilled to announce that Otto Bosch has joined the Kugelman Law team as our newest Tax Controversy Attorney!

At Kugelman Law, we believe the best defense is a deep understanding of the opposition. Otto brings a unique and invaluable perspective to our firm as a former IRS Revenue Agent.

Having spent years at the IRS, Otto understands the specific triggers, manual procedures, and negotiation levers that the government uses during audits and examinations. This perspective allows him to:

✅ Anticipate IRS moves before they happen.
✅ Navigate complex partnership & S-Corp audits with technical precision.
✅ Develop aggressive yet strategic resolutions for high-net-worth taxpayers.

His transition from the IRS to private practice means our clients now have a powerful advocate who speaks the IRS's language fluently.

Please join us in welcoming Otto to the team!

Are you still waiting for your 1099-DA? You’re not alone. Major exchanges are pushing delivery dates as late as mid-March, leaving crypto investors scrambling.

But here’s the expert tip: Do not wait for the form to start your accounting. The 1099-DA often only shows your proceeds, not your profits. If you don't reconcile your own cost basis, the IRS may assume your entire sale is taxable income.

At Kugelman Law, we help crypto holders:

✅ Reconcile missing cost basis data.
✅ Handle complex 1099-DA discrepancies.
✅ Protect your assets from IRS overreach.

The IRS is watching the blockchain closer than ever. Make sure your reporting is bulletproof.

Wishing you a day filled with love, joy, and cherished moments. Merry Christmas! 🎅🎄🎁

🔔 The tax brackets have changed for tax year 2024 so keep these figures in mind as you begin to prepare for filing your taxes in 2025.

We wish everyone a wonderful and joyous holiday season! 🎅🎁☃

🗣 Join managing attorney Alex Kugelman for an upcoming Strafford live webinar, "IRS Final Digital Asset Tax Reporting Regulations" on Tuesday, October 29, 10:00 am-11:30 am Pacific.

This CLE/CPE webinar will provide tax counsel and advisers with a detailed analysis of the taxation of digital asset transactions in light of new IRS final regulations and pitfalls to avoid.

Click this link for more information: https://www.straffordpub.com/products/tlkxtshgna

We provide effective and efficient resolutions to all your tax and cryptocurrency needs, including annual tax return preparation and filing!

Contact us ASAP to ensure timely filing by the April 15th deadline. ⏳

Why Your Crypto May Be Audited And How To Respond - The BitcoinTaxes Podcast Alex Kugelman discusses crypto tax audits in 2023 and how they are more targeted than every before.

Congratulations to Alexander Johnson for being selected for the second consecutive year as a Northern California Rising Star by Super Lawyers®, a Thomson Reuters rating service of distinguished attorneys!

Only 2.5% of attorneys in Northern California receive this honor, which is based on peer nominations, evaluations, and independent research to create a credible and comprehensive list of outstanding attorneys.

Contact Alexander Johnson for all your estate planning, crypto, and tax legal needs.