Latest Publications

Share:

The Kwong Opportunity: Why Taxpayers May Need Protective Refund Claims for COVID-Era IRS Penalties Before July 10, 2026

The COVID-19 pandemic disrupted nearly every aspect of American life, including tax administration. During the height of the crisis, the federal government issued sweeping disaster declarations that postponed numerous tax...more

Texas Probate Without a Will: What Families Need to Know in 2026

Losing a loved one is one of life’s most difficult moments. When that person also left behind no will, the grief quickly becomes complicated by legal questions that feel urgent and unfamiliar. What happens to the house? Who...more

Business Succession Planning for Houston Entrepreneurs

You’ve built something real. A business with employees who depend on you, clients who trust you, and a brand you’ve spent years developing in the Houston market. You have a will. You may have life insurance. But here’s a...more

Prince’s Estate Settles Trademark Lawsuit

Fans of the music superstar recently celebrated the 10th anniversary if his death. And that’s at least how long the battle over his legacy has lasted....more

What Is a Dynasty Trust? Benefits for Multi-Generational Families

Wealth is built over years. Sometimes decades. But without the right legal structures in place, that wealth can be significantly diminished by the time it reaches your grandchildren — or it may not reach them at all. If you...more

Understanding Probate: What Families Need to Know

When a loved one passes away, families are often faced with not only emotional challenges but also legal responsibilities. One of the most common processes they encounter is probate. Understanding probate can help families...more

What Celebrity Tax Debt Cases Reveal About IRS Enforcement and Compliance Failures

High-profile tax disputes often make headlines, but the real news is beneath the surface. Recent reports of significant tax liabilities involving public figures highlight a broader issue: how substantial tax debt develops—and...more

Multi-Generational Trusts: How to Protect Wealth for Future Generations

Estate planning is not just about distributing assets—it is about protecting your legacy and ensuring your wealth benefits future generations in a meaningful and responsible way. One of the most effective tools available for...more

Inside the $2.2M 50 Cent Embezzlement Scandal: Critical Lessons in Asset Protection, Bankruptcy, and Fraud Prevention for Your...

When Mitchell Green ("Green"), former Director of Brand Management for Curtis "50 Cent" Jackson's Sire Spirits, LLC ("Sire Spirits"), orchestrated a $2.2 million embezzlement scheme, it didn’t happen overnight. From June 2017...more

From the Sidelines to Six Figures: Smart Tax Planning for NIL-Earning Student Athletes

Just a few years ago, if you were a student-athlete, you had two options: maintain eligibility or get paid. You couldn’t have both. That all changed on July 1, 2021, thanks to a landmark shift that rocked the college sports...more

Diddy’s Miami Star Island Mansion and Florida Homestead Law: Does the Mortgage Pay-Off Shield Him After the Verdict?

When Sean “Diddy” Combs paid off the $18.8 million mortgage on his lavish Star Island mansion in Miami, Florida, it wasn’t just a headline-grabbing move. The decision came at a time when Diddy faced mounting civil lawsuits...more

Securing LGBTQ+ Families in Uncertain Times: Estate Planning Strategies Amid Evolving Laws in 2025

The past two years have brought a wave of legislative and judicial actions impacting the rights and recognition of LGBTQ+ individuals and families. According to the ACLU, over 500 anti-LGBTQ+ bills were introduced across the...more

From Beats to Bills: How DJs Tiësto and Afrojack Were Entangled in a $100M Offshore Tax Scheme

Spinning the Globe: When the Music Stops, the IRS Listens - Imagine standing on stage in Ibiza, Tokyo, or Miami, spinning beats to millions while pulling in seven figures per gig. That’s the reality for Dutch DJs Tiësto...more

What Gene Hackman’s Estate Teaches Us About Simultaneous Death, Survivorship Clauses, and Charitable Planning

A Hollywood Legend’s Final Act: A Lesson in Estate Planning - The world recently bid farewell to legendary actor Gene Hackman, who passed away on February 18, 2025, at the age of 95. Just six days earlier, his wife, Betsy...more

Shohei Ohtani’s $700M Tax Deferral Strategy: What High-Income Earners Must Know

Let’s be real—when you hear someone landed a $700 million deal, your first thought probably isn’t taxes. But Shohei Ohtani’s record-breaking contract with the Los Angeles Dodgers has become ground zero in a growing tax policy...more

Real Housewives of Potomac Star Gizelle Bryant Contests Father’s Will: What Texas Law Says About Undue Influence and Testamentary...

A Civil Rights Legacy, a Contested Will, and Questions of Capacity - Gizelle Bryant, one of the stars of the Real Housewives of Potomac, is currently embroiled in a legal dispute that touches on deep family ties, a civil...more

Betty White’s Love for Animals and How Pet Trusts Can Protect Your Furry Friends

Betty White wasn’t just America’s beloved “Golden Girl”—she was also a passionate, lifelong advocate for animal welfare. As a longtime trustee of the Greater Los Angeles Zoo Association (GLAZA) and a dedicated supporter of...more

Real Housewives Star Peter Thomas’ Payroll Tax Evasion Case: What Every Small Business Owner Must Know

From Reality TV to Real-Life Tax Fraud: Peter Thomas’ $2.5 Million Scandal - Peter Thomas, best known for his appearances on The Real Housewives of Atlanta, was sentenced on December 19, 2024, to 18 months in federal prison...more

Justice for Sonya Massey: How Irrevocable Trusts Can Protect Her Family’s $10M Settlement to Preserve Black Wealth

The Massey Family’s $10M Settlement: A Win, But What’s Next? Sonya Massey’s tragic death was yet another painful reminder of the deep racial injustices that persist in America. On July 6, 2024, Sonya, a 36-year-old Black...more

Hermès Heir Nicolas Puech’s Unconventional Estate Plan & Adult Adoption in Texas and Florida

Nicolas Puech, a lesser-known heir of the Hermès luxury brand, has taken an unusual approach to his estate plan by deciding to leave his fortune to his former gardener. Puech, who has long been known for his philanthropic...more

The IRS Estate Tax Battle Over Michael Jackson’s Legacy

When the King of Pop passed away in 2009, he left behind more than just a rich legacy of music and pop culture. He also left behind a colossal estate that soon became entangled in one of the most scrutinized, drawn-out...more

Golden Divorce & Estate Planning: Why Updating Your Beneficiaries is Essential

The term "gray divorce" is commonly used to describe later-life separations, but "golden divorce" might be a more fitting term, suggesting optimism and new beginnings. This concept reminds me of the beloved 1980s sitcom The...more

Beyoncé vs. the IRS: The Surprising Details About Queen Bey’s $2.9 Million Tax Dispute

Even global icons like Beyoncé, among the wealthiest entertainers on the planet, are not immune to IRS scrutiny. Recently, Queen Bey found herself entangled in a dispute with the Internal Revenue Service (IRS) over an alleged...more

The Wendy Williams Guardianship Saga and Why a Pre-Need Declaration is Essential

Wendy Williams, the famous talk show host, has long been a media fixture, but in recent years, her name has been associated with a highly publicized guardianship battle. This case underscores the importance of estate planning...more

32 Results
 / 
View per page
Page: of 2

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
- hide
- hide