Josh Ungerman was quoted in a Wall Street Journal Tax Report article published on March 29, 2024

Josh Ungerman was quoted in a Wall Street Journal Tax Report article published on March 29, 2024, written by Laura Saunders, reporter at The Wall Street Journal, titled "How a 'Gorgeous' Dior Bag Cost a Widow $61,000 in Tax Court." The article discusses what happens in a scenario when a widower is left responsible for tax debt in years that the late husband told her he had taken care of the tax debt. Some of the tax debt was taken care of but not all of it. Mr. Ungerman is quoted in the article saying, "What tanked this case was that the wife spent lavishly while she knew about the tax problems. Other innocent spouses should be wary of how bling will look to the IRS." Ungerman also answers the question of, "What can partners do if they're worried about a spouse's tax misdeeds?" He says a good start is often to switch to "married, filing separately" status. This severs joint liability, although it can reduce some tax breaks." He further advises seeking help from a tax lawyer right away, because the IRS can go back many years in investigating a case. He adds that innocent-spouse claims aren't an area for do-it-yourselfers, calling Jacobsen's victory a "unicorn"."