A View from Meadows Collier

In this episode, Mike Villa and Damon Rowe explore the IRS's "Dirty Dozen" list of tax scams and schemes, with a unique perspective from Mr. Rowe's 20 years of experience as an IRS criminal investor. They delve into how phishing attacks, misleading social media tax advice, and abusive credit claims can trigger criminal investigations and what practitioners need to know to spot these red flags. Whether you're a tax professional or hoping to understand how the IRS builds its criminal cases, this episode provides a practical inside look into the evolving world of tax enforcement.

In this episode, Joel Crouch and Kristen Cox walk through the key legal and practical steps to take prior to selling a company, from the importance of keeping company records in order to the importance of getting legal counsel involved early. Building off of their blog post "15 Things You Should Know About Selling Your Business," Mr. Crouch and Ms. Cox delve into the step by step process of selling a business and how to minimize risks each step of the way, from avoiding generic NDA's to maintaining company privacy. If you're looking to sell your business or even just to be prepared for the future, this discussion is packed with practical advice and insights into strategies to not only protect yourself, but also your business.

In this episode, Joel Crouch and Matthew Roberts delve into the ever-expanding world of IRS penalties and how to defend yourself against them. They walk through the categories, thresholds, and abatement options taxpayers need to understand, while also exploring why cases such as Boyle and Huang matter, especially for those relying on software or professionals. If you're trying to understand and minimize your possibilities of penalties, this conversation is packed with insights into strategies, statutes of limitation, and how to defend yourself if the IRS comes calling.

In this episode, Joel Crouch and Brian Spiegel break down IRS examinations of gift and estate tax returns, sharing insights of all topics relating to Form 709 and 706 filing. They delve into the IRS's handling of these audits and their triggers, from flawed appraisals to inconsistent documentation, even poorly disclosed transactions. Whether you're preparing returns or responding to an audit, this episode offers essential tips for avoiding costly mistakes.

In this episode, Joel Crouch and Annie McGinnis discuss the basic types of business entities: sole proprietorships, partnerships, LLCs, and corporations. They examine the advantages and disadvantages of each entity type, focusing on how liability protections, tax classifications, and long-term objectives influence the best choice for your business. It's essential to consider ownership, structure, and succession plans from day one. Whether you're starting a new business or reassessing your current setup, this episode offers practical advice to help you make the right decisions.

In this episode, Joel Crouch and Nick Pegelow explore the modern landscape of IRS partnership audits under the Bipartisan Budget Act (BBA) rules. They discuss how and why the IRS shifted the audit process, the all-powerful role of the partnership representative, and the importance of making the right elections—like opting out or pushing out adjustments. Whether you’re a partner in a small business or part of a complex investment structure, you’ll get practical insight on avoiding pitfalls, handling IRS exams, and making smart choices for your partnership.

In this episode of the Meadows Collier Podcast, Joel Crouch welcomes Stephanie Grissom to explore the basics of estate planning in Texas. They break down why estate planning isn’t just for the wealthy, covering essential topics like wills, trusts, powers of attorney, and directives to physicians. Learn how proper planning can simplify the process for your loved ones, protect your assets, and ensure your wishes are honored.

In this episode of the Meadows Collier Podcast, attorneys Joel Crouch and Jeff Glassman dive deep into the world of tax litigation, offering a candid and practical look at the three main forums where tax disputes play out: U.S. Tax Court, U.S. District Court, and the U.S. Court of Federal Claims.

Whether you're facing a stalled refund claim, an unresolved audit, or weighing your litigation options, Joel and Jeff break down the key differences between each forum—including prepayment requirements, jury trial availability, the types of judges involved, and how recent legislative proposals could shift the landscape. From the advantages of Tax Court’s small case docket to the nuances of refund litigation under the Flora rule, this episode is packed with insights for CPAs, advisors, attorneys, and taxpayers alike.

In this episode, Joel Crouch and Matt Roberts break down recent developments in tax law and IRS procedure that every tax professional and taxpayer should know. From the Murphy case's surprising taxpayer win to a criminal defendant who beat the IRS pro se, Joel and Matt explore fascinating case law, new IRS FAQs on ERC claims, fraud penalty jury trial arguments, FOIA bottlenecks, and a cautionary tale from the conservation easement world.

Whether you're advising on trusts, facing civil fraud penalties, or trying to navigate delayed ERC claims, this episode offers real-world insight, humor, and practical takeaways. Tune in for expert commentary with a relatable edge.

In this episode of the Meadows Collier podcast, Jana Simons joins Joel Crouch to discuss asset protection. They discuss the ins and outs of asset protection in Texas—from exempt assets like homesteads and retirement accounts to strategic planning tools like irrevocable trusts and LLCs. Whether you're a CPA, financial advisor, estate planner, or simply someone looking to protect your hard-earned assets, this conversation will leave you better informed and prepared for the unexpected.