Receivership and Receiver Liability for Taxes

Description:
The program will present taxation issues for receiverships with a focus on receivership liability for taxes and the potential for a receiver to have personal liability for taxes. Topics will include a receiver’s responsibility for filing tax returns, the appointment order, Qualified Settlement Funds, priority of income taxes incurred during the receivership, DOJ Tax Division Directive No. 137 providing priority for claims of investor/victims, and closing agreements with the taxing authorities.

Speakers:
David M. Agler, Law Offices of David M. Agler; Dominic LoBuglio, CPA; Kevin Singer, Receivership Specialists; Sue Tomlinson, Crowe Horwath

MCLE:
1.0 Hour

Instructors

David M. Agler

Lawyer David Mark Agler, graduated from State University of New York at Stony Brook, Class of 1977, B.A. New York University, Class of 1981, LL.M., Taxation, , Pepperdine University, Class of 1980, J.D., is now employed by David M. Agler at 15233 Ventura Boulevard, Ninth Floor Sherman Oaks, CA 91403.

While being a member of , David Mark Agler is one of the more than one million lawyers in United States. Before choosing David Mark Agler as your lawyer, you should consider whether David Mark Agler offers free consultation, (if not) how much the initial interview costs, if there is any hidden attorney fees, what's the fee schedule, whether he or she has good community reputation and is able to provide a list of good references. You can also contact the Board of Professional Responsibility of the state bar, to find out if David Mark Agler has ever been placed under any disciplinary action. Please be aware that, though David Mark Agler's office is located at Sherman Oaks, CA, he or she might belong to the bar association of other states.

Dominic LoBuglio

Dominic LoBuglio received his Master of Business Administration from the University of Southern California in 1976.  He received his Bachelor of Science degree in Business Administration from California State University at Los Angeles in 1974.

Mr. LoBuglio has been a Certified Public Accountant in California since 1977 and is also Certified in Financial Forsensics.  He is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.  He has served as a member of the Board of Directors of the California Receivers Forum since the early 1990s.  He is involved in LA-based charities as a current board member and CFO of the California Jazz Foundation and former board member and CFO of Stop Cancer.

Kevin singer

Kevin Singer is founder and president of Receivership Specialists, and with his business partner John Rachlin, specializes in state and federal court receiverships, referee assignments, partition sales, provisional director assignments, and Bankruptcy Trustee assignments. The alliance of these two professionals brings together their vast knowledge and experience in the areas of law, real estate, business management, construction, and conflict resolution. Today, Receivership Specialists has offices in Los Angeles, Orange County, San Francisco, Sacramento, San Diego, Ventura/Santa Barbara, Phoenix, Reno, and Las Vegas and handles assignments throughout the Southwest.

Sue Tomlinson

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