• After audit the IRS issued a statutory notice of deficiency alleging that the taxpayers were liable for taxes and penalties totaling $10,528,232 plus interest. Successful negotiations with the IRS Appeals Office and District Counsel resulted in a full concession by the IRS.
• During audit the IRS proposed to disallow a loss for worthless stock. The total amount of the proposed assessment was $133,000 plus interest. Negotiations with the IRS Appeals Office resulted in an allowance of 70% of the stock loss in the year at issue and the carry forward of the balance to future years.
• The IRS proposed to treat certain workers of the taxpayer as employees and not independent contractors. The proposed assessment was $180,764 plus interest. Successful negotiations with the IRS Appeals Office resulted in a no change and continued treatment of the workers by the taxpayer as independent contractors.
• Upon audit the IRS determined the taxpayer’s farm was a hobby and no expenses were deductible. After a proposed assessment of $111,183 plus interest, the IRS Appeals Office conceded that the taxpayer was in the farming business and entitled to deduct all of the claimed expenses.
• After a criminal investigation and a lengthy audit, the IRS proposed substantial deficiencies against the taxpayers, including the fraud penalty. A settlement favorable to the taxpayers, including a concession of all penalties, was obtained after filing suit against the IRS. 
• The IRS upon audit proposed additional income taxes against the taxpayers in the amount of $153,022 plus interest. The issues involved included a cancellation of debt issue and other issues involving losses. The IRS Appeals Office made a full concession after reviewing the taxpayers’ protest.
• The taxpayer had been assessed a trust fund recovery penalty in the amount of $94,684. By the time the taxpayer consulted Mr. Jones, the amount owed, including interest, was in excess of $100,000. An offer was made based on doubt as to liability. While the IRS District Office rejected the offer, the IRS Appeals Office settled the liability for $12,500.
• The taxpayer was assessed substantial penalties for failure to file Forms 5472 (Information Return of a Foreign Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business) pursuant to Section 6038A of the Internal Revenue Code. After filing suit against the United States, a settlement favorable to the taxpayer was reached.
• Upon audit the IRS proposed an assessment against the taxpayer in the amount of $57,842 plus interest. The issue involved was whether the taxpayer was entitled to deduct guarantee fees paid to its shareholders for them guaranteeing loans to the taxpayer. A successful Appeals Conference resulted in a full concession by the IRS.
• The IRS proposed a trust fund recovery penalty of $64,293 against the taxpayer. The proposed penalty was fully conceded by the Revenue Officer after a full presentation of the facts involved.

• Named a “Super Lawyer” (2007 - 2020) by Texas Super Lawyers (a Thomson Reuters business) as published in Texas Monthly
• Fellow, American College of Tax Counsel

 Professional Activities, Memberships & Affiliations

• State Bar of Texas
  • Taxation Section
    • Tax Controversy Committee Chair (2006 - 2007)
    • Tax Controversy Committee Vice-Chair (2006)
    • CLE Committee Member
    • CLE Committee Chair (2001 - 2002)
    • CLE Committee Vice-Chair (2000, 2011 - 2013)
    • Advanced Tax Law Course Director (2002, 2011 - 2012)
  • Section of Taxation Council (2002 - 2005, 2007 - 2008)
• Tax Alliance Conference 
  • Committee Member (2003 - 2013)
  • Planning Committee Chair (2004 - 2007)
  • President (2005 - 2009)
  • Vice-President (2009 - 2013)
• North Texas IRS District Director’s Practitioners Liaison Committee
  • Member (1994 - 1997)
  • Chair (1996 - 1997)
• North Texas IRS/Practitioners Council
  • Member (2002 - 2007)
  • Chair (2003, 2007)
• Journal of Tax Practice and Procedure Columnist
• Journal of Tax Practice and Procedure
  • Member
  • Advisory Board
• Appeals Practitioner Liaison Committee Member (2002 - 2006) 
• Dallas Bar Association
  • Taxation Section and Tax Council (2002 - 2003)
• Dallas CPA Club Advisory Board (1998)
• Dallas District Director’s Practitioners Liaison Committee Member (1994)
• 17th Advanced Tax Law Course
  • Planning Committee Member (1999)
• Tax Practitioners Council Member (1998)

Community Involvement, Memberships & Affiliations​

• SMU Law School Yearbook Associate Editor
• Certificate of Recognition for IRS North Texas District Director Liaison Committee (1997)
• Dallas Northeast Chamber of Commerce 
  • Member and Board of Directors (1999 - 2000)
  • Chair (2000)
  • Legal Counsel (1999)
• Dallas Citizen Police Academy (1993)
• Dallas Police Department
  • Volunteers in Patrol Certificate of Merit (1994)
  • Citizens Certificate of Merit (1995)
  • Northeast Division Certificate of Appreciation (2006)
• DCTV Nomination - The Edge - Family Violence Awareness  (2000 Crystal Awards)
• FBI Dallas Citizen Academy (2000)
• FBI Dallas Citizen Academy Alumni Association
  • Legal Counsel (2000 - 2004)
  • Past Member 
• Dallas County Grand Jury Term Member (1995)
• Dallas Citizen Police Academy Alumni Association
  • Past President
  • Past Member
• Phi Delta Phi Legal Fraternity at Southern Methodist University School of Law
• Phi Delta Theta Fraternity at Texas Christian University
• U. S. Department of Justice Tax Division Meritorious Service Award (1975, 1977)
• United States Tax Court Judicial Conference (2005)

• Spending time with my wife and three daughters