Call 833-LAW-1040

or Click to Schedule Consult

Search
logo
mobile logo
 

News

Milton Law Group > News
07 October
0 Comments
Sticky

Mark Milton on the Lawyer Stories Podcast: From the DOJ Tax Division to Founding Milton Law Group

Posted by Milton Law Group
in News

Mark C. Milton, Founder and Managing Attorney of Milton Law Group, was the featured guest on Episode 286 of The Lawyer Stories Podcast with host Benny Gold. In the conversation, Mark traces his career from accounting internships, to the U.S. Department of Justice Tax Division, to an AmLaw 100 firm in St. Louis, and finally to launching his own firm in 2017. He also shares what he is seeing in IRS enforcement today and gives practical, plain-spoken advice for taxpayers who have fallen behind. The full episode is embedded below. Key Takeaways Mark Milton says IRS enforcement is increasing, not decreasing, as the agency...

Continue reading
23 September
0 Comments
Sticky

Milton Law Group Welcomes Michael Blood, CPA, as Director of Operations

Posted by Milton Law Group
in News

Milton Law Group is pleased to announce that Michael Blood, CPA, has joined the firm as Director of Operations. Michael adds a Certified Public Accountant's perspective to both how the firm runs internally and how it serves clients. Michael Blood, CPA, Director of Operations Michael's role at Milton Law Group As Director of Operations, Michael leads the firm's internal operations, financial reporting, and administrative systems. He oversees bookkeeping and monthly financial reporting and continually reviews core processes such as client intake, billing, and document management. The goal of this work is simple: well-organized systems let our attorneys and staff spend more of their...

Continue reading
04 May
0 Comments
Sticky

IRS Issues Erroneous CP35E Notices to Millions of Taxpayers: What Milton Law Group Clients Need to Know

Posted by Milton Law Group
in News

In late April and early May 2026, the IRS mistakenly issued millions of CP35E notices stating: “We couldn’t direct deposit your 2025 Form 1040 refund.” These notices were sent even to taxpayers who were not owed a refund - including many who had a balance due on their 2025 return. This widespread error has caused understandable confusion, especially because the CP35E notice is normally associated with the IRS’s new direct-deposit verification process tied to the federal shift away from paper refund checks. What Is a CP35E Notice? The CP35E notice is part of the IRS’s updated refund-processing system. It is typically issued when...

Continue reading
01 May
0 Comments
Sticky

5 Things You Must Have in Your Estate Plan

Posted by Milton Law Group
in News

Estate planning is not just for the ultra-wealthy. If you own property, have a bank account, or have minor children, you need a plan in place to protect your family's future. In this week's 5 on Fridays, Mark Milton breaks down the five essential components every estate plan must include. https://youtube.com/shorts/qyspL2ve3g8?si=kwKmHC_XWj9Cw-AL 1. A Will (Specifically a Pour-Over Will) A will is the foundation of your estate plan. It explicitly decides who gets your assets and, crucially, who will take care of your minor children if you pass away. For most of our clients, we utilize a "pour-over will." This means that upon your death,...

Continue reading
24 April
0 Comments
Sticky

5 Essential Post-Tax Day Tips to Set Yourself Up for Success

Posted by Milton Law Group
in Five on Fridays, News

Tax Day is officially behind us! While most people breathe a sigh of relief on April 15th and forget about the IRS until next year, the smartest taxpayers know that post-Tax Day is actually the most critical time to set yourself up for financial success. https://youtube.com/shorts/k_UOFn6E0UI?feature=share In our latest installment of 5 on Fridays, former U.S. Department of Justice Tax Attorney Mark Milton breaks down the top five things you should be doing right now to minimize your tax burden and avoid massive headaches next tax season. 1. Send a Thank You Note to Your Tax Professional If you have a tax pro who...

Continue reading
10 April
0 Comments
Sticky

5 Things You Must Do Before the April 15 Tax Deadline

Posted by Milton Law Group
in Five on Fridays, News

Tax Day, April 15th, is rapidly approaching. Whether you have your documents neatly organized or you are scrambling at the last minute, the impending deadline can induce a lot of anxiety. However, panicking or worse, ignoring the deadline entirely, will only lead to IRS penalties. https://youtube.com/shorts/zDCuhH22ZdU?si=4Istr3Hr1iPqhEww In this week’s "5 on Fridays," Managing Attorney Mark Milton breaks down the five essential things you need to do before Wednesday, April 15th, to ensure you stay compliant and protect your wallet. 1. Pull Your IRS Wage and Income Transcripts If you haven't started gathering your tax documents yet, you need to act fast. A common mistake...

Continue reading
03 April
0 Comments
Sticky

How Are Gambling and Sports Betting Winnings Taxed?

Posted by Milton Law Group
in Five on Fridays, News

With the rise of legalized sports betting apps and the ever-present allure of the casino floor, more taxpayers than ever are finding themselves with gambling winnings. But a big win can quickly become a headache if you don’t understand how the IRS views that income. https://youtube.com/shorts/fMJ1YTgiuOg?feature=share In a special March Madness edition of "5 on Fridays," Managing Attorney Mark Milton outlines the five essential rules you need to know about gambling and your taxes. 1. All Gambling Income is Taxable The golden rule of gambling taxes is simple: if you win, the IRS expects you to report it. Whether you hit a jackpot at...

Continue reading
27 March
0 Comments
Sticky

The Kwong v. United States Decision: A Path to IRS Refunds

Posted by Milton Law Group
in News

https://youtube.com/shorts/68DgQ0CIPWM?si=6pt7u73ie6TovbmR Can I get an IRS penalty refund due to COVID-19? Yes. A landmark court decision, Kwong v. United States, ruled that the IRS improperly charged penalties and interest during the COVID-19 pandemic. If you paid Failure-to-File, Failure-to-Pay, or Underpayment Interest and/or late-payment interest on tax obligations due between January 20, 2020, and July 10, 2023, you may be eligible for a full refund or abatement. For most taxpayers, the deadline to file refund or abatement claims is July 10, 2026. The Kwong v. United States Decision: A Path to IRS Refunds A late-2025 court decision from the U.S. Court of Federal Claims, Kwong v. United States, has...

Continue reading
20 March
0 Comments
Sticky

5 Benefits of Setting Up an IRS Online Account

Posted by Milton Law Group
in Five on Fridays, News

In the digital age, managing your relationship with the Internal Revenue Service shouldn't depend on paper forms and the postal service. The IRS has made significant strides in its online infrastructure, and for taxpayers, the results are powerful. In this week’s "5 on Fridays," Managing Attorney Mark Milton discusses why every individual taxpayer should prioritize setting up their own secure account at IRS.gov. 1. Check Your Balance in Real-Time One of the most immediate benefits is the ability to see exactly where you stand with the federal government. Your online account allows you to check for any balances due for the current year...

Continue reading
13 March
0 Comments
Sticky

What to Do if an IRS Agent Shows Up at Your Door

Posted by Milton Law Group
in Five on Fridays, News

Facing a surprise visit from an IRS agent is a high-stress situation that can catch even the most prepared taxpayer off guard. Whether the inquiry is civil or criminal in nature, knowing your rights is the first step in protecting your interests and your future. https://youtube.com/shorts/4pq9iNNuioc?si=hMrUvekBzi9BKNv3 In this week's "5 on Fridays," Managing Attorney Mark Milton provides 5 essential tips for how to handle an unexpected visit from a federal agent. 1. Always Ask for Identification If someone identifies themselves as an IRS agent, your first step is to verify their identity. Ask to see their badge and official credentials. This ensures that you...

Continue reading
Combining a national reputation with an approachable Midwestern vibe, Milton Law Group helps individuals and small business owners achieve their personal and professional goals by providing comprehensive and trusted legal representation in the areas of tax planning, civil and criminal tax controversies, tax debt resolution, business law, and estate planning. ​

Quick Contact

    Nearest Office Location:*

    St. LouisBellevilleChicagoKansas CitySouth Florida

    Contact Information

    833-LAW-1040
    info@miltonlawgroup.com

    Headquarters:
    11004 Manchester Road
    St. Louis, MO 63122

    Offices in St. Louis, Belleville, Chicago, Kansas City, South Florida

    The choice of a lawyer is an important decision and should not be based solely upon advertisements. Mark C. Milton. Attorney services are provided by licensed attorneys in every state where Milton Law Group offices are located. The information provided on this website is not legal advice and does not create an attorney-client relationship.
    Copyright 2026 Milton Law Group