Submit Cases & Issues

ABOVE: ACADEMY ENROLLEES

ARGUING TAX ISSUES AT THE WORKSHOP
EXPLAIN CASE & SUBMIT DOCUMENTS

Submitting details on a tax case - situation - problem

OR

JOIN US ONLINE AT

KING'S NEXT LIVE TAX DISCHARGE

WORKSHOP

Let Morgan King and Other Experts

and all the other lawyers tuned in hear your case

Get our opinion on your

tax controversy cases!
REQUESTING:

Tax discharge opinion for an active or pending case Other tax problem opinion The King live webinar WORKSHOP Other
For information about the next WORKSHOP go to:

https://www.morganking.com/the-tax-clinic
Requesting other - please explain
DateTime
Your time zone
Your name (not client name)

First Name Last Name
E-mail: *
Phone Number

Area Code Phone Number
Are you enrolled for the live Workshop on in March & April?

YES PLAN TO ENROLL SOON $499.95 NO. WILL ORDER THE RECORDED SESSIONS $399.95 Not applicable
Your professional status:

Bankruptcy Attorney Tax Attorney Other specialty attorney Law paralegal Teacher / presenter / professor Writer - author - editor Tax collector Enrolled agent Bankruptcy trustee Judge Judge's law clerk Law student Professional firm for delinquent taxpayers - Offer-iin-Compromise - CDP - other remedies
DESCRIBE - EXPLAIN THE CASE - PROBLEM - ADVICE ETC.
Your firm's client or case identifier - your file or case number. Do not disclose client's name, SSN, or address unless it is already on a public record.
Federal circuit your client is in:
EXPLAIN YOUR CASE OR PROBLEM, ISSUE, ETC. SO WE CAN ALL HELP
Select all key features of your questions, advice, issues etc.

State taxes, penalties, etc. IRS taxes, penalties, etc. Other taxes, etc. Currently in collection Currently pending offer-in-compromise or CDP appeal Currently on appeal to Tax Court Currently in bankruptcy or tax court litigation Seeking a tax/bankruptcy opinion Looking for associating on a case Looking for group discussion - opinions, advice, answers etc. Probably requires legal research See attached documents No documents at this time Other
Explain other:
Total amount of IRS income taxes owed
Total amount of state income taxes owed
Total amount of other IRS taxes owed
Total amount of other state taxes owed
CLIENT'S MARITAL STATUS

Married living together Married living apart Divorced Common law marriage Other status
Current bankruptcy status

Is in chapter 7 Is in chapter 13 Is in chapter 11 Previous bankruptcy filed - discharge entered Planning to file bankruptcy Other
Date filed:
Tax collection violations

Yes No Maybe
Describe abusive tax collection:
Bankruptcy litigation status (if any) contested or adversary proceedings

Bankruptcy court trial pending Bankruptcy court motion/hearing pending District court matter pending U.S. Tax Court matter pending Nothing currently pending
Describe adversary or contested matter:
Liens are filed for

IRS taxes State taxes
Equity in assets (amount available to the taxpayer after balances owed, tax liens, and other encumbrances are deducted)

1. Real estate 2. Motor vehicles 3. Retirement,, 401(k) etc. 4. Equipment & machinery 5. Computer, apps, etc. 6. One or more businesses 7. Other personal property 8. Cash in bank accounts etc. 9. Other $
1. Equity in real estate $
2. Equity in motor vehicles $
3. Equity in pension or retirement funds $
4. Equity in Equipment & machinery $
5. Equity in computer, apps. etc. $
6. Equity in one or more businesses $
7. Equity in other personal property $
8. Cash in bank accounts etc. $
9. Other $
What kinds of documents are you submitting with this form?

IRS Account Transcripts State tax transcripts or equivalent documents IRS notices of lien, levy, collection etc. State tax notices of lien, levy, collection etc. Legal brief Published case opinion Email messages Other tax correspondence Checklists Other client correspondence Other
Describe other forms
How many pages are you submitting?
Submit (if applicable) transcripts, tax notices, notes, litigation documents, etc. PLEASE SEND DOCS NLT Monday preceding the session

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I'm sending documents that I think are important for discussion Cancel of
Type figures at right into box below - then hit "Submit" button *
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