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Experience

Professional Experience

I am a tax, estate planning and business law attorney who holds an AV® Preeminent Rating™, which is Martindale-Hubbell’s highest possible rating for ethical standards and legal ability. I am licensed to practice law in Oklahoma and Texas. I am experienced and committed to providing smart, creative legal solutions to individuals, families and their businesses, involving:

The creation, planning and evolution of their business or related interests…

  • Business Entity Formation
  • Capitalization + Funding
  • Tax Planning (Local, State + Federal)
  • Asset Protection Planning
  • Life Insurance Planning
  • Business + Strategic Planning
  • Estate + Wealth Transfer Planning (Wills, Trusts + Other Wealth Transfer Tax Planning Strategies, such as IDGTs + GRATs + Family LLCs)
  • Charitable Giving (Taxation, Planning + Strategies, such as Charitable Trusts, Private Foundations + 501(c)(3)’s)
  • Business Succession Planning
  • Business Exit Strategy Planning + Execution

The transactional, operational or people issues confronting them and their business…

  • Non-Compete, Non-Solicitation + Confidentiality Issues
  • Buy-Sell Agreements
  • Negotiation + Drafting of Contracts
  • Mergers, Acquisitions + Reorganizations
  • Purchase and Sale Transactions (Assets + Stock + Real Estate)
  • Lending + Finance
  • Real Estate
  • 1031 Like-kind Exchanges (Equipment + Minerals + Real Estate)
  • Executive Compensation + Retirement Planning
  • Risk Management
  • Employee vs. Independent Contractor
  • Other Corporate Governance Issues

The resolution of their individual and business tax problems through…

  • Tax Protests with the Oklahoma Tax Commission + IRS
  • Tax Appeals with the IRS
  • Tax Litigation before District Court + U.S. Tax Court
  • Private Letter Rulings
  • Offer in Compromise
  • Installment Agreement
  • Currently Not Collectible
  • Waiver of Penalties and Interest

Tax counsel for individuals and their businesses regarding…

  • Lien and levy releases
  • Tax Audits
  • Payroll (941) Taxes
  • Trust Fund Recovery Penalty Defense
  • Innocent Spouse Defense

The resolution of individual, business, trust and estate disputes through…

  • Negotiation + Settlement
  • Mediation
  • Litigation
  • Arbitration
  • Appeals

The management and administration of trusts and estates, including…

  • Probates + Guardianships
  • Preparation of Federal Estate and Gift Tax Returns

I can help you decide what you need, and size and deliver the right solutions to handle your legal needs. I pride myself in providing practical legal advice and advocacy to individuals, families and their businesses at whatever stage of the Business Life Cycle, from Start-up to Developing to Mature businesses.

I am currently a partner with Cazes Roberts, P.C. in Oklahoma City, Oklahoma. Prior to forming Cazes Roberts, P.C., I was tax and business counsel to Resolution Legal Group, and was a partner with Cazes, Looby, Resides & Jarvis, PLLC. I was also a tax, estate planning, and business law attorney with Green, Brown & Stark, P.C. (now Dimick, Green, Brown & Stark, P.C.) from July 1998 through June 1999 while attending the Southern Methodist University Dedman School of Law to obtain my LL.M. in Taxation, and then an attorney with Phillips, McFall, McCaffrey, McVay & Murrah, P.C. (now Phillips Murrah, P.C.) as member of the firm’s Tax and Estate Planning, Business and Real Estate practice group, from July 1999 through April 2007. Subsequent to my employment with Phillips McFall, I was employed by Arthur J. Gallagher Risk Management Services, Inc., one of the largest property and casualty insurance brokers in the world, as an insurance broker and risk management consultant working in their mergers & acquisitions division, from May 2007 through December 2008.

Education

  • Southern Methodist University Dedman School of Law, Dallas, Texas, LL.M., Taxation, 1999
  • Oklahoma City University School of Law, Oklahoma City, Oklahoma, J.D., 1998
  • University of Florida, Gainesville, Florida, B.S.B.A, 1994

Admissions

  • Oklahoma Bar, 1998
  • Texas Bar, 2013
  • U.S. Tax Court, 2002
  • U.S. District Court, Western District of Oklahoma, 1998
  • U.S. Court of Appeals, 10th Circuit, 2011
  • U.S. Bankruptcy Court, Western District of Oklahoma, 2014
  • U.S. Bankruptcy Court, Western District of Texas, 2014

Professional Organizations & Memberships

  • Oklahoma Bar Association (OBA) and Member of the OBA Section on Estate Planning, Probate and Trusts, and Probate Committee
  • Oklahoma County Bar Association (OCBA)
  • American Bar Association (ABA) and Member of the ABA Sections on Tax and Real Property, Probate and Trusts

Boards

  • Advisory Counsel Board Member to Society of Certified Retirement Financial Advisor (CRFA)™