Oklahoma sales tax permits: five myths about keeping one
Five beliefs about Oklahoma sales tax permits, checked against OTC rules: probation, security demands, ownership changes, reinstatement, and personal liability.
IRS partnership audits: why the LLC pays for the partners' tax
How the IRS partnership audit regime makes a multi-member LLC pay tax at the top rate, and the elections and operating-agreement terms that change who pays.
Oklahoma Tax Commission rulings: getting an answer that binds
Letter rulings and declaratory rulings from the Oklahoma Tax Commission do different jobs. How we decide which to request, and what each one actually protects.
Oklahoma business personal property tax: the rendition trap
How Oklahoma's Form 901 rendition works, what the county assessor does with it, and the grouping, inventory, and protest decisions that quietly cost companies.
Tax Court place of trial in Oklahoma: what changed in 2026
How an Oklahoma business owner's Tax Court case moves from petition to calendar call, where the place-of-trial and S-case choices bite, and the 2026 changes.
Oklahoma local sales tax rate changes: what to fix for October
Five things an Oklahoma local sales tax rate change breaks inside a business, from POS rate tables to destination sourcing and use tax, and how to fix each.
Oklahoma successor liability: what buyers inherit in a sale
The OTC can hold a buyer's Oklahoma sales tax permit until the seller's back tax is paid. How it surfaces in an asset deal, and what buyers can do.
Oklahoma sales tax refund claims: the two-year clock explained
How an Oklahoma sales or use tax refund claim is built, why the two-year filing window matters, what the OTC wants to see, and how to protect the claim.
IRS drought relief 2026: Oklahoma ranchers' livestock rules
IRS Notice 2026-54 gives Oklahoma ranchers more time to replace drought-sold breeding stock. How the deferral works, what it excludes, what an examiner asks.
Oklahoma contractors and sales tax: myths that trigger audits
Oklahoma contractors pay sales tax on materials, not labor. We walk through the resale-permit myth, vendor rules, and the nonresident bond over $100,000.
Working with Your CPA and Your Attorney: Who Does What in a Tax Problem
This article explains the different roles a CPA and a tax attorney play in resolving a tax problem, why attorney-client privilege matters, and why coordinating the two professionals leads to better outcomes.
When to Settle and When to Fight: How I Think About Business Disputes
This article shares a practical framework for deciding whether to settle or litigate a business dispute, weighing cost, relationship preservation, likelihood of success, collectability, confidentiality, and emotional toll.
Enforcing a Contract in Oklahoma: What It Really Takes
This article walks through the practical steps of enforcing a contract, from reviewing arbitration clauses and sending a demand letter to proving breach and weighing whether a judgment can actually be collected.
Trust and Estate Disputes: Why Families End Up in Court
This article explores the most common causes of trust and estate litigation, including undue influence claims, fiduciary breaches, ambiguous documents, and unequal treatment among children, and how clear drafting and communication can prevent them.
Tax Controversy vs. Tax Litigation: Where Disputes Actually Get Resolved
This article explains the difference between administrative tax controversy work, such as IRS audits and Appeals, and formal tax litigation in Tax Court or federal court, and why most tax disputes resolve before trial.
What If You Get Sued and Your Business Isn't Properly Structured?
Explores the risk of personal liability when corporate formalities have not been followed, covering common veil-piercing factors and why prevention through proper entity maintenance matters more than trying to fix it after a lawsuit is filed.
Mediation vs. Arbitration vs. Litigation: Choosing Your Battlefield
Compares mediation, arbitration, and litigation across cost, speed, confidentiality, and enforceability, and explains how contract clauses drafted in advance can lock in the choice before a dispute ever arises.
Due Diligence in Commercial Real Estate Deals
Walks through the main categories of due diligence in a commercial real estate purchase, including title, zoning, environmental, lease review, and financial and physical condition review, and why adequate due diligence time matters.
Opportunity Zone Investments: How the Mechanics Generally Work
Describes the general mechanics of qualified opportunity zones and qualified opportunity funds, including capital gain deferral and holding period benefits, and stresses confirming current rules before relying on them.
Partnership Tax Basics for Real Estate Co-Investors
Explains why real estate co-investments are typically held in partnerships or LLCs and covers the basic concepts of basis, capital accounts, and special allocations that a good partnership agreement needs to address.