Publication date: 20.11.2025
Yulianna Bukovskaya, Esq. is the leading attorney for Buro Law Group, PLLC, with over 15 years of experience in the field. Ms. Bukovskaya’s professionalism and strong work ethic have attracted domestic and international clients seeking her expertise. Ms. Bukovskaya is admitted to practice in all Florida State Courts as well as the Federal District Court for the Southern District of Florida. Prior to establishing her private practice in Florida, Ms. Bukovskaya was associated with one of Florida’s largest and most distinguished firms, Duane Morris, LLP, where she received superior training in complex international and commercial litigation.
A Complex Tax Resolution Case Managed by Attorney Yuliana Bukovska
In 2025, Attorney Yuliana Bukovska successfully navigated a highly complicated tax case involving an international entrepreneur facing significant challenges with U.S. federal and state tax liabilities. The client, a foreign citizen owning multiple business entities across different states, encountered unexpected tax audits and looming penalties related to misreported income and ambiguous trust ownership structures. The case demonstrated Ms. Bukovska’s expertise in tax law and estate planning.
Key challenges faced:
— Complex multi-state tax jurisdiction issues;
— Ambiguities surrounding corporate and trust tax obligations;
— Risk of double taxation due to international income sources;
— Potential penalties from IRS and state tax authorities;
— Need for precise estate planning to protect assets and reduce tax exposure.
Background and Client Challenges
The client owned several entities incorporated both within and outside the United States, with primary assets situated in Florida and New York. In addition, their estate plan included trusts designed to manage succession and taxation effectively. However, due to inconsistent filings and lack of synchronized tax strategies across the involved jurisdictions, the client was exposed to multiple audits simultaneously by the IRS and state tax agencies.
The client also faced difficulties related to the classification of trust income and the attribution of such income for federal tax purposes. Misinterpretations of IRS regulations threatened to impose severe penalties and undermine the client’s estate plan, especially regarding the preservation of tax benefits tied to homestead and other protections.
Yuliana Bukovska’s Tax Strategy
Attorney Bukovska undertook a comprehensive analysis encompassing federal tax codes, state laws, and trust instruments. Her strategy focused on maximizing tax benefits, correcting compliance flaws, and mitigating exposure to penalties through a combination of dispute resolution and proactive planning.
- Detailed audit review: She meticulously reviewed IRS and state notices, identifying discrepancies in income reporting and trust classifications.
- Multi-jurisdiction coordination: Coordinated resolution approaches with tax authorities in Florida, New York, and the client’s foreign jurisdiction to avoid double taxation and conflicting rulings.
- Tax compliance correction: Prepared amended returns and supplemental disclosures explaining the trust income allocations and clarifying ownership structures.
- Penalty abatement negotiations: Engaged in negotiations to reduce or eliminate penalties based on reasonable cause and precedent cases.
- Estate and trust structuring: Revised estate plans to reinforce homestead protection status, optimize trust ownership, and secure estate tax exemptions.
Practical Solutions Implemented
- Creation of a coordinated tax reporting framework ensuring consistent filings across all entities and trusts.
- Establishment of an inter-state compliance roadmap to engage relevant authorities at appropriate times.
- Preparation of detailed legal memoranda to support amended filings and substantiate client positions.
- Strategic use of tax treaties and IRS provisions mitigating dual taxation concerns.
- Enhanced estate planning documents reinforcing protective covenants, including homestead exemption preservation under Florida law.
Outcomes Achieved
- Successful abatement of over $500,000 in proposed penalties from both IRS and state taxation authorities.
- Corrected tax compliance eliminating risks of ongoing audits across multiple jurisdictions.
- Preservation of homestead protections ensuring key assets remained shielded from estate taxation and creditor claims.
- Updated estate plan that enhanced asset protection while remaining fully compliant with U.S. tax laws.
- Establishment of clear trust income characterization to prevent future tax disputes.
Why Proper Tax Planning Matters
This case underscores the critical importance of precise tax planning, especially when managing complex estates that span multiple states and involve international considerations. Without strategic guidance, taxpayers risk costly audits, double taxation, and loss of valuable tax protections such as homestead exemption.
Attorney Bukovska’s expertise enabled the client to transform a precarious tax situation into a secure and compliant financial position, safeguarding family wealth and avoiding litigation.
Conclusion
Attorney Yuliana Bukovska’s comprehensive approach to complex tax controversies and estate planning is an essential asset for clients confronting intricate multi-jurisdictional tax issues. Her tailored solutions demonstrate how skilled legal intervention can not only resolve immediate disputes but also create sustainable frameworks for asset protection and tax efficiency.
Clients seeking to preserve their wealth amid challenging tax environments greatly benefit from engaging her specialized legal services, ensuring their legacy is protected for generations to come.
