Montere "Monty" Wuensche


Montere "Monty" Wuensche maintains a broadly-based tax planning and tax controversy practice. He has significant experience in structuring complex transactions and in resolving disputes with the IRS for clients including individuals and public, private and multi-national businesses.

Mr. Wuensche works with individuals addressing their estate planning and asset protection needs. He prepares Wills, Powers of Attorney, life insurance trusts, family limited partnerships, GRATs and other advanced estate planning techniques. Clients include high net worth individuals, small business owners and large business owners.

In his tax and business planning practice, Mr. Wuensche works with tax executives and in-house counsel as well as financial and operating personnel, to identify and anticipate tax issues that may also affect other legal disciplines such as corporate law.

In controversy matters, Mr. Wuensche seeks to find practical, cost-effective resolutions to client issues with a focus on the long-term implications. Although adept at resolving issues at the audit or IRS Appeals level, when such resolution is not possible, he has successfully represented clients in the courts of competent jurisdiction.

Mr. Wuensche has assisted numerous executors in administering and probating estates through what can be a very emotional experience when a loved one passes.

Mr. Wuensche assists individuals with family law matters such as divorce and marital property agreements.

Montere
EDUCATION
  • 1999, J.D., cum laude, University of Houston Law Center
  • 1994, B.A., University of Texas at Austin
BAR ADMISSIONS
  • American Bar Association
  • Houston Bar Association
COURT ADMISSIONS
  • Texas
  • United States Tax Court
  • Southern District of Texas

SIGNIFICANT TRANSACTIONS

  • Obtained Private Letter Ruling from IRS regarding F reorganization of S Corporation
  • Facilitated numerous corporate tax-free reorganizations
  • Prepared Competent Authority Request for multi-national corporation
  • Assisted international corporate clients in establishing, documenting, and defending intercompany transfer pricing strategies and policies
  • Resolved multi-million dollar property tax dispute with Montgomery County
  • Negotiated and prepared Property Development Agreement for major residential construction project
  • Prepared and implemented sale to an intentionally defective grantor trust
  • Negotiated and implemented purchase of local private school
  • Established and funded numerous family limited partnerships
  • Established numerous charitable foundations and assisted in obtaining tax-exempt status from the IRS
  • Tax controversy matters include issues ranging from hobby losses, business deductions, valuation of family limited partnerships, trust-fund recovery penalties and valuation of timber
  • Established numerous corporate entities and implemented numerous exit-strategies including buy-sell agreements
  • Performed domestic and international estate planning for individuals including preparation of wills, trusts, and powers of attorney

SEMINARS & PRESENTATIONS

  • "Statutory and Non-Qualified Stock Options" CJM Annual Tax Seminar - June 2000
  • "S Corporation Stock - Now that I have it, what do I with it?" CHWWM Tax Forum - August 2003
  • "Are Your Client's Workers Employees or Independent Contractors" CHWWM Tax Forum - January 2007
  • "The Section 199 Domestic Production Activities Deduction" CHWWM Tax Forums - January 2006 & September 2007; Petroleum Accountants Society - November 2007
  • "Contract Manufacturing and Subpart F" UHLC - May 1999
  • "Hurricanes, Sinkholes, Ponzi Schemes - Oh My!" - Discussion of Casualty and Theft Losses Considering Recent Events - Wednesday Tax Forum - February 2009


HONORS

  • 2002- 2007, "Rising Star," Texas Monthly Magazine


PROFESSIONAL AND VOLUNTEER AFFILIATIONS

  • Houston Bar Association
  • American Bar Association
  • Houston Livestock Show & Rodeo - Swine Auction Committee
  • Challenge Soccer Club - Coach/Manager
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THE FELDMAN LAW FIRM LLP
Two Post Oak Central
1980 Post Oak Blvd., Suite 1900
Houston, TX 77056-3877
713/850-0700Feldlaw Fax: 713/850-8530
info@feldlaw.com