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Legal Assistant: Breanna Fowler
Credentials
Education
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Washington University in St. Louis – LL.M. in Taxation 2018
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Saint Louis University School of Law – J.D. 2012
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McKendree University – B.B.A. in Accounting & B.A. in Political Science 2009
Legal Services
- Business Law
- Criminal Tax
- Estate Planning
- Taxation
Bar Admissions
- Illinois
- Missouri
Court Admissions
- United States District Court for the Eastern District of Missouri
- United States Tax Court
Rebecca K. Wohltman
Bio
Rebecca K. Wohltman is a shareholder at Mathis, Marifian & Richter, Ltd. She focuses her practice at MM&R in business law, tax matters and estate planning. Becky has assisted clients of all sizes in forming, buying and selling businesses. She enjoys learning about her clients’ businesses and the unique services and products each client offers. Her background in accounting brings a unique perspective to handling tax issues for her clients. She has successfully resolved federal and state criminal tax cases, guided clients through federal and state tax audits, obtained dozens of favorable decisions from IRS Appeals, and represented several clients in a variety of Tax Court cases. She enjoys learning about her clients’ businesses and the unique services and products each client offers.
Becky was part of the MM&R team that convinced the Department of Justice to decline prosecution of a criminal tax matter in 2015 and the IRS to completely concede a multi-million-dollar tax court case in 2017. She has helped close more than $300 million of asset, stock, and real estate transactions for dozens of types of business.
Prior to joining MM&R in 2015, Becky worked in the Office of the Missouri Attorney General as an Assistant Attorney General in the Financial Services Division. There, she received an AGO “Best Brief” award for her appellant/cross respondent’s brief in Cooling v. State of Missouri, Family Support Division, an appellate review of a request for attorney’s fees. She also prosecuted and obtained judgments of more than $50,000 against employers who failed to comply with income withholding orders, served as first-chair in several trials, including prosecuting non-compliant employers, and defending agency actions, wrote multiple briefs for Missouri Court of Appeals cases, and argued a case in front of the Missouri Court of Appeals, Eastern District.
Becky was admitted to the Missouri Bar in September of 2012 and to the Illinois Bar in May of 2015.
Professional Affiliations
Education
She graduated summa cum laude from Saint Louis University School of Law in 2012 where she received academic awards for highest grades in Criminal Law and Banking Regulation. Before law school, she attended McKendree University where she received a B.B.A. in Accounting and a B.A. in Political Science, graduating summa cum laude in 2009. Becky was named McKendree’s Lincoln Laureate in 2008 and received the Award for Service to the School of Business in 2009. During her studies at McKendree University, she was on the debate team from 2005 – 2009.
Community Involvement
Becky is honored to serve on the McKendree University Board of Trustees, a position she told the university president that she would one day hold as she crossed the stage at graduation. She believes it is a privilege and responsibility to give back to the university that gave her many opportunities, including the opportunity to join MM&R.
Becky is a member of the Belleville Marathon executive committee and previously served on the Zion Lutheran School – Belleville school board as Vice Chair and Chair. Becky enjoys running with the Belleville Running Club and is a long-time supporter of Unity Lutheran Christian Elementary School, a mission school in East St. Louis with over 170 students.
Becky received the 2015 McKendree University Rising Star Alumni award. In 2018, She was named an Emerging Lawyer by Leading Lawyers and was included in the Get to Know M.E. People to Watch list.
Lectures
2022 MM&R Tax Update & Planning Seminar – Sales Tax and Employment Issues
2021 MM&R Tax Update & Planning Seminar – Employer Shared Responsibility Payment
2021 Belleville Chamber of Commerce Webinar – Consolidated Appropriations Act 2021: Employee Retention & Sick and Family Leave Tax Credits
2021 Leadership Council of Southern Illinois Expert Wednesday Webinar – Consolidated Appropriations Act 2021: Employee Retention & Sick and Family Leave Tax Credits
2020 MM&R Tax Update & Planning Seminar – Tax Practice and Procedure Update
2019 MM&R Business Seminar – Sales Tax
2019 MM&R Tax Controversy Seminar – State Tax Cases
2018 MM&R Tax Update & Planning Seminar – Income Tax Update
2018 MM&R Tax Cuts & Job Acts Seminar – Tax Reform for Individuals
2016 MM&R Tax Update & Planning Seminar – Cancellation of Debt Income
2015 MM&R Tax Update & Planning Seminar – Tax Implications Related to Same-Sex Marriages
Honors and Awards
Get to Know M.E. People to Watch (2018)
Emerging Lawyer by Leading Lawyers (2020)
McKendree University Rising Star (2015)