Press Releases

alliantNational Amicus Brief Helps Secure Victory for Taxpayers at Ninth Circuit

HOUSTON, March 5, 2019 /PRNewswire/ -- alliantNational welcomes the U.S. Court of Appeals for the Ninth Circuit's ruling in J.B.; P.B. v. United States, finding the Internal Revenue Service (IRS) failed to give a taxpayer couple a meaningful opportunity to volunteer tax records in response to an agency request. The Court determined that the IRS hadn't provided sufficient notice to ... Read More

alliantgroup’s John Dies Named to ABA Captive Insurance Committee

HOUSTON, Sept. 8, 2017 /PRNewswire/ -- alliantgroup is proud to announce that John Dies, alliantgroup's Managing Director of Tax Controversy, has been appointed to the American Bar Association's Captive Insurance Committee. "I am honored to have been selected to the ABA's Captive Insurance Committee," said Dies. "The captive insurance space, specifically in the area of micro-captives, is undergoing major compliance changes ... Read More

alliantgroup to Host Free CPE Webinar on Avrahami Ruling

HOUSTON, Aug. 24, 2017 /PRNewswire/ -- In the wake of the U.S. Tax Court's long-awaited ruling in the case of Avrahami v. Commissioner, alliantgroup will be hosting a free webinar for CPAs next week to discuss the implications of the ruling on the captive insurance industry. This webinar will qualify attendees for 1 hour of CPE (Continuing Professional Education) credit ... Read More

alliantgroup Offers Statement on Avrahami Ruling

HOUSTON, Aug. 23, 2017 /PRNewswire/ -- The U.S. Tax Court has issued its long awaited decision in Avrahami v. Commissioner, and while many had hoped for a wide-ranging opinion providing a clear path forward on micro captives, alliantNational (alliantgroup's Washington, D.C. based office) sees the ruling as falling short in this regard. The facts in Avrahami led the court to issue ... Read More

alliantgroup Launches 1603 Renewable Energy Service Line

HOUSTON, June 23, 2017 /PRNewswire/ -- alliantgroup, a leading tax consultancy and the nation's premier provider of specialty tax services, and alliantNational, the firm's Washington, D.C. based national office, are proud to announce the launch of a new Section 1603 renewable energy grants service line. Originally passed as part of the American Recovery and Reinvestment Act of 2009, Section 1603 is ... Read More

alliantgroup to Host Webinar on Captive Insurance

HOUSTON, June 19, 2017 /PRNewswire/ -- alliantgroup National Director of Tax Steven Miller and Managing Director of Tax Controversy John Dies will be hosting a webinar with Bloomberg BNA entitled "Captive Insurance—The New IRS Approach" this Thursday at 10:30 am CDT to discuss Internal Revenue Service scrutiny of small captive insurance arrangements. Many small and mid-size businesses use captive insurance companies ... Read More

alliantgroup’s Kathy Petronchak Reappointed to AICPA Tax Executive Committee

HOUSTON, Sept. 21, 2015 /PRNewswire/ -- alliantgroup is proud to announce the reappointment of Kathy Petronchak, the firm's Director of IRS Practice & Procedure, to the American Institute of CPAs Tax Executive Committee for 2016. Currently a member of the firm's alliantNational office in Washington D.C., Petronchak has a combined 35 years of experience in directing IRS compliance activities and ... Read More

alliantgroup Welcomes Three Former IRS Leaders as Advisors to the alliantNational Office

HOUSTON, Aug. 31, 2015 /PRNewswire/ -- alliantgroup is proud to announce the additions of former IRS leaders Howard Lewis, Dorothy Taylor and Ron Cerruti as advisors to the firm's alliantNational office in Washington, D.C. All three are former managers with over 30 years of experience at the Service and will add to alliantNational's growing bench of former IRS personnel, offering ... Read More

alliantNational Opens in Washington D.C.

HOUSTON, TX. MAY 12, 2015 - alliantgroup is proud to announce the launch of alliantNational in Washington, D.C. The formation of alliantNational represents a bold step for the firm, expanding the overall scope and direction of the company's specialty tax services. In addition to the firm's current work in identifying valuable federal and state tax incentives, alliantNational offers a number ... Read More

alliantgroup’s Steven Miller and Dean Zerbe Participate in ABA Captive Insurance Roundtable

HOUSTON, TX. MARCH 4, 2015 - On Monday, March 2, former IRS Acting Commissioner and alliantgroup National Director of Tax, Steven Miller, and former Senior Counsel to the U.S. Senate Finance Committee and alliantgroup National Managing Director, Dean Zerbe, participated in a roundtable discussion hosted by the American Bar Association (ABA). Joined by seven other experts in the realm of ... Read More

Suder v. IRS: Big Tax Court Win for Small Businesses and R&D Tax Credit

HOUSTON, TX (OCTOBER 13,2014) In a decision that is being regarded as a major win for U.S. business owners, in the case of Suder v. IRS, the U.S. Tax Court has reaffirmed recent judicial precedent with respect to the R&D tax credit, reaffirming that businesses that are building on the work of others or performing applied research may be eligible ... Read More

Former IRS Executive Kathy Petronchak Joins alliantgroup’s Tax Controversy Practice

HOUSTON, January 10, 2014— alliantgroup is proud to announce the appointment of Kathy Petronchak, former IRS Commissioner of Small Business/Self- Employed Division (SB/SE), as the firm's Director of IRS Practice & Procedure. Petronchak brings with her 34 years of experience in directing IRS compliance activities and providing tax controversy services. In her new role, Petronchak will be reaching out to ... Read More