our experience

Reported Cases & Published
Articles

Having handled over 500 cases, Bernie has litigated a wide range of issues and has the experience to deliver for his clients.
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Reported Cases

Bernie has litigated a number of reported tax cases, including:
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Jasperson v. Commissioner, 658 Fed. Appx. 962 (11th Cir. 2016) (net operating loss).
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DeMendoza v. Commissioner, T.C. Memo. 1994-314 (profit motive).
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Miccosukee Tribe of Indians v. Commissioner, T.C. Memo. 2015-216 (collection due process).
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Feldman v. Commissioner, T.C. Memo. 1993-17 (movie tax shelter).
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Jasperson v. Commissioner, T.C. Memo.2015-186 (collection due process).
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Welsch v. Commissioner, T.C. Memo. 1993-544 (fraud).
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Jacoby v. Commissioner, T.C. Memo. 2015-67 (fraud).
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Braswell v. Commissioner, T.C. Memo. 1993-413 (fraud).
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Suriel v. Commissioner, 599 Fed. Appx. 929 (11th Cir. 2015) (designated settlement funds).
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Bingo v. Commissioner, T.C. Memo. 1991-248 (oil and gas lease tax shelter and fraud).
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Hospital Corp. of America v. Commissioner, 109 T.C. 21 (1997) (cost segregation studies and depreciation).
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Baker v. Commissioner, T.C. Memo. 1990-263 (charitable contribution valuation).
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Joens v. Commissioner, T.C. Memo. 1997-506 (fraud and innocent spouse).
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Adler v. Commissioner, T.C. Memo. 1989-597 (research and development tax shelter).
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Hill v. Commissioner, T.C. Memo. 1997-425 (fraud).
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White v. Commissioner, T.C. Memo. 1989-234 (tax protestor).
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Hospital Corp. of America v. Commissioner, 107 T.C. 116 (1996) (accounting methods).
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Kartrude v. Commissioner, T.C. Memo. 1988-498 (profit motive).
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USA v. Jeffrey G. Lee, 95-2 USTC (CCH) Para. 50,506 (S.D. Fla. 1995) (unfiled returns and dischargeability).
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Published Articles

March 2003
Clients Should Get a LIFE!
Source: The Florida Bar, Tax Section Bulletin, March 2003.
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June 2004
Update on IRS Related Alternative Dispute Resolution Techniques
Source: The Florida Bar, Tax Section Bulletin, June 2004.
October 2005
The Service’s “Last Chance” Compliance Initiative
Source: The Florida Bar, Tax Section Bulletin, October 2005.
May 2006
A Primer on the NRA Withholding Presumption Rules
Source: The Florida Bar, Tax Section Bulletin, May 2006. Co-Author: Ricardo Souto, Esq., Partner, Shutts & Bowen LLP
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October 2006
Confession May be Good for the Soul – and the Taxpayer
Source: WebCPA, October 2006. Co-Author: Joseph Reese, Esq.
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June 2007
Revisions to the Offer in Compromise Process
Source: The Florida Bar, Tax Section Bulletin, June 2007. Co-Author: Tamara Moravia-Israel, Esq., Principal, Ernst & Young LLP
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October 2009
Tax Return Preparation and Issue Prevention
Source: The Florida Bar Continuing Legal Education Committee, October 2009. Co-Author: Russell F. Dunn, CPA, Asst. Professor, Broward College
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