Son-of-Boss Matters

Analysis Group has worked on and is currently assisting the IRS in a number of Son-of-Boss tax shelter matters. The cases involve analysis of alleged investments in foreign currency derivatives or the shorting of treasury securities. The losses from these “investments” were used by the taxpayer to offset ordinary income and/or capital gains. We are supporting a number of testifying experts who are opining whether the transactions had economic substance and/or were arm’s-length.