Contact Ron: rmorgan@mmgvtlaw.com
Practice Areas:
- Estate Planning
- Family Business succession planning;
- Trust and estate administration;
- Tax planning for LLCs, partnerships, corporations, and trusts, including acquisitions, sales, and reorganizations;
- Tax planning for real estate transactions, including Vermont Land Gains and Property Transfer taxes;
- Charitable giving planning;
- Tax disputes with IRS and state tax authorities.
CV:
- Born June 21, 1957
- Admitted to Missouri Bar 1986
- Admitted to Vermont Bar 2001
- Admitted to Practice in United States Tax Court
- Education: Vanderbilt University (B.A., magna cum laude, 1979); University of Houston School of Law (J.D., 1985)
Biography:
In 1979, Ron Morgan received a B.A., magna cum laude, from Vanderbilt University. He received a J.D. from the University of Houston School of Law in 1985, where he was a member of the school’s scholastic honor society and served as chief research editor for the Houston Law Review. Prior to attending law school, Morgan was a tax auditor with the Internal Revenue Service.
After becoming an attorney and moving to Kansas City, Ron taught a course on Federal Tax Procedure for the LLM Taxation program at the University of Missouri-Kansas City Law School, where he received the Law Foundation Service Award. He was also a co-founder of the Kansas City Tax Clinic, a free tax clinic at the Law School which, since September 1999, has provided assistance to hundreds of taxpayers involved in disputes with the IRS who cannot afford professional representation. In 1998, he testified in support of federal funding for low-income tax clinics before the Committee on Small Business of the United States Senate. Ron was also actively involved in successful efforts to draft legislation to reform Missouri tax laws, including the disclaimer statute and passage of a law authorizing the abatement of penalties and interest on Missouri tax deficiencies.
Since moving to Vermont in 2000, Ron has been a frequent speaker on a variety of tax and estate planning topics, and he is a board member of the Vermont Tax Seminar, an annual event providing continuing professional education for members of the financial services industry, accountants, and attorneys. He has worked with fellow members of the Vermont Tax Bar to draft tax legislation and to lobby for tax appeal reform, and he currently serves on the Vermont Tax Advisory Board to the Commissioner of Taxes. Ron is a member of the American and Vermont Bar Associations.
Civic and Community Work:
Ron is Secretary of the Mount Independence Coalition, an organization dedicated to supporting and promoting efforts to educate the public and to preserve the site of this important Revolutionary War-era fortification on the shores of Lake Champlain. He is an avid amateur historian, a frequent speaker on topics involving the Revolution in Vermont, and his research on Mount Independence has been published in the Journal of the American Revolution. Ron has also been involved in various local civic organizations and activities in Addison County, where he resides.
Articles:
PLANNING FOR THE VERMONT ESTATE TAX – A DELICATE BALANCING ACT