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
Pilots rely on checklists for everything, from pre-flight inspection to takeoff to landing. Why? Because aviation is intricate, high-stakes, and nuanced. Similarly, tax law is also intricate, high-stakes, and nuanced. Having a checklist keeps you organized and makes sure you don't skip a step when analyzing a complex problem. That is what I aim to do with Just Tax: provide comprehensive step-by-step guides to tax practitioners.
Education
Experience
- Represent low-income taxpayers in IRS controversies under faculty supervision.
- Prepared returns and administrative submissions, including audit reconsideration packages, Appeals protest letters, Offers in Compromise, Innocent Spouse Relief, and Collection Due Process requests.
- Coordinating client communications including in-person interviews and written correspondence.
- 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)
Get in Touch
Have any suggestions, want a checklist for a particular topic, or just fancy a chat?