- 18 -
direct molestation. I have met with the attorneys
several times over the last 10 days or so and I have
convinced myself of their skills and competency.
Moreover, they seem to have the most important trait in
dealing with the Revenue Service, namely fearlessness.
It is the distinction which makes the difference. The
IRS is to us a formidable and threatening adversary.
We need the presence of someone who can provide the
balancing force and the element of stabilization. I
will include with this letter a copy of the business
card of the attorney I have in mind. * * *
The copy of the business card bore the name “R.A.J. Limited,
Robert Alan Jones, Esq., President”.
Subsequently, Mr. Jones and attorney Declan J. O’Donnell
announced the “Henry Kersting Tax Defense Group”. A “Defense
Group” brochure, created in May 1992 and stamped “advertising
material”, describes the legal services Messrs. O’Donnell and
Jones would offer to Kersting program participants. The brochure
includes a description of the qualifications and practice
backgrounds of Messrs. O’Donnell and Jones, along with retainer
agreements and copies of relevant memoranda and correspondence.
One such memorandum, entitled “Status of the Kersting Cases”, was
signed by Mr. O’Donnell and dated May 12, 1992. It advised that
most of the Kersting program participants had executed piggyback
agreements to be bound by the results in the test cases. It
stated:
The Dixon case was decided for the Government and
against the six Petitioners. The opinion of Judge
Goffe was filed on December 11, 1991, and the Appeal
deadline date is June 11, 1992. Mr. Joe Izen of
Houston, Texas, represents the lead case Petitioners
and will handle the Appeal. * * *
Page: Previous 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 NextLast modified: May 25, 2011