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Married to My (Ex)Spouse’s Taxes: Innocent Spouse Relief


Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 12, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This course will examine innocent spouse relief as a potential option for taxpayers burdened by a spouse/ex-spouse’s tax obligations. It will cover the general process and filing obligations for obtaining innocent spouse relief, distinguish this type of relief from the separation of liability and equitable relief, and review specific community property considerations. Finally, this course will examine recent tax court cases related to innocent spouse relief.

 Learning Objectives:

  • Determine the primary objectives and filing requirements for innocent spouse relief

  • Identify the general relief process and related IRS forms

  • Recognize the difference between innocent spouse relief, separation of liability, and equitable relief

  • Identify specific community property issues related to joint tax liabilities

  • Recall examples of recent tax court cases involving innocent spouse relief

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Zachary Montgomery is a dual-credentialed attorney and CPA. He practices federal and state tax litigation, white-collar defense, business and tax planning, and litigation. Montgomery has experience representing both businesses and individuals in federal tax controversies, including appeals, examinations, penalty abatement, and collection matters. He has also represented taxpayers—from small organizations to Fortune 500 companies—with Texas franchise tax refund claims, audits, penalty abatement, and corporate structuring.

About Our Presenter

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Freeman Law is a tax, white-collar, and litigation boutique law firm based in the Dallas-Fort Worth Metroplex with clients throughout the world. Founded by a dual-credentialed attorney-CPA and law professor, Freeman Law offers unique and valued counsel, insight, knowledge, and experience. We represent individuals and businesses of all sizes, from companies on the Fortune 100 fastest-growing companies list to family-owned businesses. With a background in complex tax planning and litigation, white-collar criminal and civil disputes, and sophisticated civil litigation, Freeman Law is where clients turn when the stakes are high and the issues are complex.