In a significant decision, the D.C. Circuit Court of Appeals has reversed the United States Tax Court’s decision in Estate of Insinga v. Commissioner, No. 24-1048 (D.C. Cir. 8-8-2025), finding that when the deceased whistleblower Josesph Insinga submitted whistleblower materials in early 2007, specific to a tax-avoidance scheme understaken by two corporations and then sought…

On July 17, 2025, in Dee v. Commissioner, Docket No. 377-20W, Special Trial Judge Diana Leyden with the United States Tax Court granted the IRS’ motion for summary judgment filed on February 24, 2023 and denied the petitioner’s cross-motion for summary judgment filed on May 16, 2023 and thus, choosing to sustain the Commissioner’s Final…

In Beckman v. Regina Caeli, Inc., 2024 U.S. Dist. LEXIS 230200 (N.D. Ga. 9/23/2024), the United States District Court for the Northern District of Georgia (Atlanta Division) had to decide whether to dismiss various claims brought by a a married Catholic couple, one of which alleged that the couple were defamed by false tax filings.…

On January 10, 2025, the United States Court of Appeals for the District of Columbia Circuit issued its decision in Lissack v. Commissioner, on remand from the Supreme Court of the United States. Lissack had sought Supreme Court review, via Petition for Writ of Certiorari, and after the Court decided Loper Bright Enterprises v. Raimondo,…