Taxation

Peter L. Shaw represents clients throughout the greater Houston area in connection with all aspects of taxation law, including tax compliance, tax controversy, and related litigation. Mr. Shaw also draws upon his years of experience as a Certified Public Accountant and his Master of Business Administration degree in formulating creative solutions to complex tax issues, including advanced estate planning and wealth preservation strategies.

Taxation and Tax Planning

Mr. Shaw routinely advises clients regarding issues related to:

  • Gift taxation
  • Estate taxation
  • Income taxation
  • Generation-skipping transfer taxes
  • Step-up in basis for capital gains tax purposes
  • Business succession planning
  • Charitable giving and charitable planning
  • Innocent spouse, pre-planning for and relief

Tax Compliance

Mr. Shaw is well-versed in preparing complex tax returns on behalf of clients, including income, gift, and estate tax returns. He also offers representation at IRS examination of income, gift and estate tax returns. Mr. Shaw represents individuals, corporations, partnerships, and tax exempt entities. He assists clients with an array of taxation matters, including but not limited to:

  • Voluntary compliance review and disclosure programs
  • Non-filing issues
  • Issues from delinquent filing of tax returns
  • Responses to Notices from the IRS
  • Tax collection matters
  • Claims for refund
  • Private letter rulings and/or Determination Letter requests
  • Payroll tax issues

Tax Controversy & Litigation

Mr. Shaw has successfully negotiated settlements with the Internal Revenue Service on behalf of clients, and has also represented clients before the United States Tax Court. Mr. Shaw's areas of representation include:

  • Trust fund recovery (responsible person) penalty assessments
  • Penalty abatement, for statutory or reasonable cause situations
  • Offers in Compromise for delinquent assessed taxes
  • Release of liens and levies
  • Installment Payment Agreements
  • Assistance with criminal investigations

If you need assistance with an estate planning or taxation issue, contact Peter L. Shaw by e-mail, or call (713) 861-7700 for a consultation.


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