Tax Shelter - Professional Liability

Sperling Kenny Nachwalter Tax Shelter Professional Liability lawyers have handled some of the nation’s largest and most complicated tax shelter liability cases, recovering hundreds of millions of dollars for clients wronged by tax shelter fraud and abuse.

For more than 15 years, we have represented dozens of individuals and closely held corporations victimized by illegal and inappropriate tax avoidance schemes disallowed by the IRS, securing recovery from accounting firms, law firms, investment advisers, and banks that promoted or advised on these schemes.

Our Tax Shelter Professional Liability practice, a niche practice found at very few law firms, has achieved a laudable level of success for clients. Many of our team’s attorneys came from some of the biggest law firms in the nation, where they successfully defended professional firms in cases similar to those we now pursue on the plaintiffs’ side.

Our lawyers actively monitor pending criminal and civil cases against tax shelter professionals nationwide, canvassing those cases for the most incriminating publicly available materials. In addition, we have developed effective working relationships with outside counsel for many of the tax shelter promoters and have earned their respect which often enables us to quickly “cut to the chase” and negotiate meaningful settlements for our clients. 

The Sperling Kenny Nachwalter mantra is “Results Matter.” We generally take tax shelter-related cases on a contingency fee basis with our clients only responsible for paying litigation expenses. In such cases, our firm only gets paid if we collect on our client’s claim.