Mr. Josh Ungerman
Partner, Meadows Collier
Mr. Ungerman’s practice includes estate planning and family wealth transfers along with IRS controversy matters at all levels. The tax and estate matters in which Mr. Ungerman is involved are typically very complex from both a factual and legal perspective. These matters often require legal and accounting skills. Mr. Ungerman is also a Certified Public Accountant.
Mr. Ungerman works with the families on wealth preservation and transfer strategies. A major focus is on accomplishing family wealth preservation goals with an emphasis on the efficient transfer of family wealth to the next generation from a business and tax perspective.
Mr. Ungerman is also involved in defending Taxpayers & issues against IRS inquiries and actions. The IRS defense practice covers Civil and Criminal Exams, Investigations and Trials. Many of Mr. Ungerman’s Tax Controversy matters include an offshore component.
Prior to joining the firm in 1994, he was a civil prosecutor for the Internal Revenue Service, Dallas District Counsel office. He was also a Special Assistant United States Attorney for the Department of Justice in Dallas during his time as a civil prosecutor. Prior to becoming an IRS attorney of a special assistant U.S. attorney, he served as a law clerk to the Honorable Carolyn M. Parr at the United States Tax Court in Washington, D.C.
Mr. Ungerman is a frequent speaker on tax topics including exams, IRS estate tax strategies, tax shelter defense, recent tax legislation, IRS criminal tax investigation techniques, and state tax controversy issues. He published numerous articles and is often quoted in various tax-related publications. Mr. Ungerman has a blog on Forbes IRS Watch.
Mr. Ungerman was admitted to practice in Texas in 1990.