Demutualization.biz

Contact Information:  
C. D. Ulrich, CPA - MN Certificate # 02036
c/o Cherrywood Advanced Living
140 Barry Avenue NW
Richmond, MN 56368

Phone:   320-441-8837 (please leave a message)   
E-Mail:  
cdulrich@hotmail.com     

 

We offer to file a formal, fully completed perfected amended income tax return on FORM 1040 X (Individual) or FORM 1041(Trust) for “ZERO BASIS” tax on cash received or stock sold in any year 2009 or after that was received in a year from 1986 - 2012, from any demutualization / liquidation.

PLEASE NOTE THAT AN AMENDED TAX RETURN MUST BE FILED TO OBTAIN A REFUND.   NO AMENDED RETURN = NO REFUND.

Our contingent fee is 1/3rd of any Refund of Federal or State Income Tax including interest you receive. THERE IS NO INITIAL COST, WE WILL HANDLE ALL CONTACT WITH THE IRS FOR YOU, AND WE WILL NOT RECEIVE ANY FEE IF YOU DO NOT OBTAIN A REFUND.

WHAT WE DID FOR YOU AND WHY YOU NEED US
TO AMEND YOUR RETURN

    1. I along with the collaboration of the Raby Law Office in Tempe, Arizona, are the only tax professionals who have formally and publically challenged the IRS “ZERO BASIS” taxation of demutualization distributions to policyholders.

    2. The Raby Law Office filed suit on December 1, 2004 in the UNITED STATES COURT OF FEDERAL CLAIMS ---(Eugene A. Fisher, Trustee v. U. S. ; Case No.04-1726 T).

    3.This case was decided on August 6, 2008 in favor of our client the plaintiff taxpayer and against the IRS. Click here to read the complete decision. This is the first case law directly on demutualization taxation.

    4. We have done thousands of hours of research over the last eight years on this matter in developing the legal arguments used to achieve success in this case.

    5. You will receive the benefit of 23 pages of grounds for refund using four separate arguments, which were developed by us over 8 years of full time work, which all support the decision against the IRS, when we file your amended return.

    6. The IRS told me they assigned legal counsel and a tax analyst to develop a new Treasury Regulation for demutualization. YOU SHOULD ACT NOW.

    7. ANY RIGHT YOU HAVE TO A REFUND IS A RESULT OF OUR WORK.

 

HOW DO YOU ACCEPT OUR OFFER TO FILE AMENDED RETURNS?

    1. Click here for the Contingent Fee Agreement and complete Pages 1 and 4. Print the completed form.

    2. Make a copy of your IRS & State tax returns for the year you paid the tax.

    3. The statute of limitations for 2009 tax returns will generally expire on 4/15/13, unless an amended tax return is filed by then.

    4. Mail the completed Contingent Fee Agreement form and the copies of your IRS & State returns to:

C D Ulrich, CPA
c/o Cherrywood Advanced Living
140 Barry Avenue NW
Richmond, MN 56368
phone: 320-441-8837 (please leave a message)

Client information has been kept strictly confidential by me for 52 years.

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