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Otto Bosch

@ottobosch

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Licensed tax attorney and IRS Enrolled Agent specializing in tax controversy and partnership taxation.

United States

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What I'm looking for

I’m looking to lead tax controversy matters end-to-end—IDRs, protests, and CDP—while advising on partnership and complex transactions, balancing compliance with litigation strategy, and providing proactive, clear guidance to clients.

I’m a Licensed Missouri Attorney and IRS Enrolled Agent, focused on tax controversy, business law, and partnership taxation. I help high-net-worth individuals, multinational corporations, and the U.S. government navigate complex legal and tax matters with a strategy grounded in research and compliance.

In my current role as Lead Tax Controversy Attorney at Kugelman Law, P.C., I represent clients before the IRS and state taxing authorities through the full lifecycle of cases—from initial file review to the final closing letter. I lead substantive deliverables like IDR responses, Formal Written Protests for IRS Appeals, and Collection Due Process (CDP) Filings, while tracking deadlines and statutes of limitations and coordinating unified case strategy with the Managing Attorney and supporting specialists.

Previously, as an IRS Revenue Agent (Global High Wealth Group, LB&I Division), I provided quasi-legal guidance on partnership compliance, Hobby Loss rules, and related-party transactions, including issuing and resolving over a dozen high-value adjustments. Earlier, at KPMG’s Washington National Tax practice, I advised on complex partnership and S-corporation transactions, drafted legal/tax analyses, and mentored associates—building the consulting and controversy expertise I now apply to litigation risk, compliance, and client-centered guidance.

Experience

Work history, roles, and key accomplishments

Current

Lead Tax Controversy Attorney

Current

Kugelman Law, P.C.

Feb 2026 - Present (5 months)

Represent clients with the IRS and state taxing authorities on tax controversy matters, including audits, collections, liens, and levies. Manage the full case lifecycle and lead substantive deliverables such as IDR responses, IRS Appeals written protests, and Collection Due Process (CDP) filings.

Tax Controversy Tax Audits Lien And Levy Processing Written Protests Collection Due Process (CDP)Statutes Of Limitations Legal Analysis Case Management

Revenue Agent

Internal Revenue Service

Feb 2024 - Feb 2026 (2 years)

Provide quasi-legal guidance on information document requests, notices of proposed adjustments, and partnership compliance issues for high-wealth taxpayers. Lead issue meetings, coordinate evidence gathering with Counsel, and deliver limited technical training as part of Global High Wealth’s enterprise approach.

Information Requests Notices Of Proposed Adjustments Hobby Loss Rules Related Party Transactions Issue Meetings Evidence gathering Technical Training Tax Audits

Senior Consulting & Research Associate

KPMG LLP

Oct 2023 - Feb 2024 (4 months)

Advise on complex partnership and S-corporation transactions for national and multinational clients, and support controversy compliance work. Draft responses to taxing authorities and produce legal and tax analyses for opinions, memoranda, and regulatory updates.

Partnership Taxation Drafting Responses To Tax Authorities Legal Research Legal Memoranda Mentorship

Associate Accountant

CliftonLarsonAllen LLP

Sep 2020 - Jan 2022 (1 year 4 months)

Support partnerships and S corporation compliance work and conduct audits related to employee benefit plans and nonprofits. Participate in transactional tax diligence activities.

Nonprofit Audits

Tax Clinic Volunteer

UMKC Tax Clinic

Jan 2021 - May 2021 (4 months)

Assist low-income taxpayers with pre-trial and settlement matters related to tax cases. Organize and advance pending tax cases to support client outcomes.

Tax Case Assistance

Tax Law Researcher & Analyst

H&R Block

Dec 2019 - Apr 2020 (4 months)

Conduct tax law research focused on tax controversy, complex transactions, multi-jurisdictional issues, and international taxation. Provide research support to senior analysts, including responses to preparer questions.

Legal Review

Tax Service Professional

Steven P. Thurmon, CPA Firm

Jan 2017 - Jun 2017 (5 months)

Prepare tax returns, research compliance issues, and assist with audits. Support tax service delivery through compliance-focused work.

Audit Support

Education

Degrees, certifications, and relevant coursework

University of Missouri–Kansas City School of Law

Master of Laws (LL.M.), Taxation (Partnership Tax)

Activities and societies: ABA Tax Challenge Winner (Best Written Work Product), LL.M. Division (Feb. 2022).

Earned an LL.M. in Taxation with a focus on partnership tax. Received an ABA Tax Challenge award for best written work product (LL.M. division).

University of Missouri–Kansas City School of Law

Juris Doctor (J.D.), Law

Activities and societies: CALI Awards: Taxation of Estates, Gifts & Trusts (2019) and Tax-Exempt Organizations (2020). Thesis: Termination of Transferred Copyrights and Constitutional Expectations. Litigation coursework: Voir Dire, Federal Trial Practice.

Earned a Juris Doctor degree from UMKC School of Law. Completed a thesis on termination of transferred copyrights and constitutional expectations.

University of Central Missouri

Bachelor of Science (B.S.), Criminal Justice

Grade: Cum laude

Activities and societies: Minor: Accounting; Dean’s List (2014–2017).

Earned a B.S. in Criminal Justice with an accounting minor, graduating cum laude. Listed Dean’s List honors during undergraduate study.

University of Central Missouri

Bachelor of Science (B.S.), Political Science

Grade: Cum laude

Activities and societies: Minor: Legal Studies; Dean’s List (2014–2017).

Earned a B.S. in Political Science with a legal studies minor, graduating cum laude. Also earned a B.S. in Criminal Justice, cum laude, with an accounting minor.