Checklists for Your Every Tax Law Need
Tax law is complicated, checklists make it easier.
From partnership allocation to corporate reorganization to NCTI deduction,
I got you covered with a comprehensive checklist that act as your game plan when advising on transactions.
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This is not legal advice. I am not your lawyer. Consult a tax professional for tax advice.
Junde Liu
Juris Doctor and LL.M. in Taxation Candidate
University of Florida Levin College of Law
About
Efficient, complete, and clear. This is what readers say about Just Tax. Every Just Tax checklist addresses a tax issue by pulling together all the relevant code, regulations, revenue rulings, and case law and organizing them across different steps. Each Just Tax newsletter analyzes a real transaction for corporations, family businesses, and high net worth individuals with diagrams that show exactly how the tax law works.
Education
Experience
- Rotated through all four practice groups and handled over 40 projects and assignments.
- Corporate: Analyzed tax implications of contingent earn-out share redemption, partnership restructuring (entity redemption vs. partner cross-purchase), and §1202 QSBS transaction under the new OBBBA rules; crafted tax efficient scenarios for ESOP share purchase worth $120 million; prepared insider-trading disclosure stage chart; drafted drag-along and tag-along rights contract amendment, letters of intent, and client correspondence.
- Estate Planning: Created presentation of settlement offer for a $50 million estate dispute; prepared trust accounting and distribution; drafted trust documents; assisted with tax deed foreclosure.
- Litigation: Drafted motion to disqualify counsel, motion to determine homestead, and motion objecting to transfer.
- Real Estate: Prepared closing statement, rec sheet, notice to proceed, construction lien affidavit; drafted purchase contract amendment, and critical dates memo.
- Drafted 10 motions and responses on a range of issues, including Miranda rights, speedy trial, court access, probable cause, the Williams Rule, the Franks Rule, warrantless searches of curtilage, scope of consensual searches, and nonconsensual blood draws.
- Formulated strategies with supervising attorneys. Conducted 15 client interviews and jail visits.
Language Skills
Chinese (native)