Government Challenges Expert Testimony of David Weisbach & Ethan Yale in Son of BOSS Tax Shelter Case

There is an interesting Son of BOSS tax shelter case in Texas involving billionaire investor Andrew Beal, who is seeking to have two Tax Prof luminaries, David Weisbach (Chicago) and Ethan Yale (Virginia), testify as expert witnesses over the objection of the Government:

• Expert Report of David A. Weisbach (May 2, 2008)
• Expert Report of Ethan Yale (May 2, 2008)
• Rebuttal Report of Ethan Yale Responding to Expert Report of Bruce G. Dubinsky (June 2, 2008)
• Supplemental Expers Report of Bruce G. Dubinsky (July 31, 2009)
• United States' Motion to Exclude Expert Testimony of Plaintiff's Tax Lawyer "Experts" David Weisbach and Ethan Yale (Nov. 5, 2009)
• Plaintiffs' Response to United States' Motion to Exclude Expert Testimony of David Weisbach and Ethan Yale (Nov. 17, 2009)
• United States' Reply Brief in Support of its Motion to Exclude Expert Testimony of Plaintiff's Tax Lawyer "Experts" David Weisbach and Ethan Yale (Nov. 30, 2009)
• United States' Motion for Summary Judgment (Nov. 2, 2009)
• Plaintiffs' Opposition to United States' Motion for Summary Judgment (Nov. 17, 2009)
• United States' Reply in Support of its Motion for Summary Judgment (Nov. 30, 2009)

(Hat Tip: Richard Jacobus.) Prior TaxProf Blog coverage:

• Stanford Law Review Debate: The Role of Expert Opinions in the Tax Shelter Problem (May 15, 2009)
• Fortune: The Role of Expert Opinions in the Tax Shelter Problem (May 30, 2008)
• Court Excludes Tax Prof's Expert Testimony in Tax Shelter Case (April 4, 2008)

Update: Legal Profession Blog, Two Law Profs (in Tax) Are Challenged As Expert Witnesses