Attorneys, Insurance Agent Convicted in Tax Avoidance Scheme

April 26, 2024, 4:29 PM UTC

Two Missouri tax attorneys and an insurance agent from North Carolina were found guilty Thursday of operating a tax shelter that deprived the IRS of more than $4 million.

St. Louis attorneys Michael Kohn and Catherine Chollet, and Jefferson, N.C., insurance broker David Shane Simmons were convicted by a jury in the US District Court for the Western District of North Carolina. They face a maximum penalty of five years for a conspiracy charge and a maximum of three years for each charge of aiding and assisting in the preparation of false tax returns.

A sentencing date hasn’t been set. ...

Learn more about Bloomberg Tax or Log In to keep reading:

See Breaking News in Context

From research to software to news, find what you need to stay ahead.

Already a subscriber?

Log in to keep reading or access research tools and resources.