Accountant's professional negligence, San Francisco Superior Court

Represented the plaintiff with a tax preparer malpractice claim and ten other causes of action related to negligent performance of tax services in connection with delinquent IRS payroll tax and responsible person Trust Fund Recovery Penalties. The case settled for an 11.4x multiplier of the proved special damages. Durham v. Jeffrey Johnston, Game on IRS! (2022)

Accountant's professional negligence, San Francisco Superior Court

Represented the plaintiff with a tax preparer negligence suit related to negligently prepared amended tax returns claiming false or incorrect income tax deductions, creating large tax refunds. The amended returns were reversed in audit, resulting in repayment of the prior income tax refunds created by the false deductions, late payment and accuracy penalties. Recovered a 7.5x multiplier of proved special damages. Calef v. Jeffrey Johnston, Game On IRS! (2016)

Accountant's professional negligence, San Francisco Superior Court

Represented the personal representative and sole beneficiary of plaintiff's mother's estate who engaged her mother's CPA to prepare the estate tax return. Identified several significant errors and referred the case to a plaintiff's attorney. Served as both an expert litigation consultant and a fact witness to the litigation and recovered the maximum value of the claim.

Shareholder dispute, breach of fiduciary duty, San Francisco Superior Court

The majority member of an limited liability company tendered an offer to purchase the minority interest. The minority interest holder countered with a suit alleging breach of fiduciary duty and breach of contract, among other claims. Represented the majority shareholder in litigation, ultimately resulting in a settlement agreement to purchase the minority interest for less than the original buyout offer. McNally v. Symbiosystems, LLC, Et. Al.

Litigation consulting, taxation of settlement proceeds, San Francisco Superior Court

Assisted litigation counsel with the pleading, discovery and settlement agreement to ensure the settlement was characterized as tax-free proceeds from the suit, resulting in more than $1M of income tax avoided.

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