The Wilson Case: Litigation of IRS Form 3520-A and 3520 Issues

Tax Section of the Florida Bar
12:00 - 1:00 p.m. CT

On August 10, 2022, Bob Adler presented “The Wilson Case: Litigation of IRS Form 3520-A and 3520 Issues” during a webinar focused on litigating novel and complex tax issues for the Tax Section of the Florida Bar.

During his presentation, Bob discussed tax issues and real-world strategic approaches that may be considered during complex tax cases. Bob also conveyed how this type of approach ultimately led to the IRS backing away from reporting obligations of trust owners that it had previously required for more than a decade.

The purpose of the Tax Section of The Florida Bar is to further the tax knowledge and practice of interested members in federal and state tax law; develop standards for ethical and competent practice of tax law by lawyers; develop and maintain proper professional relationships between tax lawyers, non-lawyer groups and lawyer groups; and improve the operation of federal and state tax laws, rules and regulations to accomplish legitimate legislative objectives and improve the administration of tax law.

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