United States v. Ulibarri

CourtCourt of Appeals for the Tenth Circuit
DecidedMay 27, 2026
Docket25-1281
StatusPublished

This text of United States v. Ulibarri (United States v. Ulibarri) is published on Counsel Stack Legal Research, covering Court of Appeals for the Tenth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
United States v. Ulibarri, (10th Cir. 2026).

Opinion

Appellate Case: 25-1281 Document: 44-1 Date Filed: 05/27/2026 Page: 1 FILED United States Court of Appeals PUBLISH Tenth Circuit

UNITED STATES COURT OF APPEALS May 27, 2026 Christopher M. Wolpert FOR THE TENTH CIRCUIT Clerk of Court _________________________________

UNITED STATES OF AMERICA,

Plaintiff - Appellee,

v. No. 25-1281

RYAN ULIBARRI,

Defendant - Appellant. _________________________________

Appeal from the United States District Court for the District of Colorado (D.C. No. 1:24-CR-00252-NYW-1) _________________________________

Submitted on the briefs: *

Joshua Sabert Lowther and Bingzi Hu, Lowther | Walker LLC, Atlanta, Georgia, for Defendant – Appellant.

A. Tysen Duva, Assistant Attorney General, Jennifer Hodge, Deputy Assistant Attorney General, S. Robert Lyons, Deputy Chief, Tax Section, Katie Bagley, Joseph B. Syverson, and Todd A. Ellinwood, Attorneys, Tax Section, Criminal Division, Department of Justice, Washington, D.C., for Plaintiff – Appellee. _________________________________

Before BACHARACH, KELLY, and EID, Circuit Judges. _________________________________

KELLY, Circuit Judge.

After examining the briefs and appellate record, this panel has determined *

unanimously to honor the parties’ request for a decision on the briefs without oral argument. See Fed. R. App. P. 34(f); 10th Cir. R. 34.1(G). The case is therefore submitted without oral argument. Appellate Case: 25-1281 Document: 44-1 Date Filed: 05/27/2026 Page: 2

_________________________________

Defendant-Appellant Ryan Ulibarri was convicted of tax evasion and

sentenced to a 41-month term of imprisonment. He argues on appeal that his

sentence is both procedurally unreasonable under the U.S. Sentencing Guidelines,

and substantively unreasonable under the 18 U.S.C. § 3553(a) factors.

Our jurisdiction emanates from 28 U.S.C. § 1291 and 18 U.S.C. § 3742. For

the reasons set forth below, we affirm.

BACKGROUND

Ulibarri, a licensed dentist in Colorado, has owned and operated Ulibarri

Family Dentistry since 2014. Not long after establishing his dental practice, Ulibarri

attended a seminar led by associates of Larry Conner. The seminar purported to

teach business owners how to eliminate nearly all federal income taxes on their

business income using Conner’s alternative tax-mitigation strategy. The strategy, as

it turned out, was an abusive-trust tax scheme. Ulibarri subsequently became one of

Conner’s clients and—against the advice of his attorneys and accountants—used

Conner’s unlawful tax shelter for over seven years. 1

The tax scheme at issue involved Ulibarri funneling his earnings through a

series of “sham trusts” with no legitimate business purpose. From 2016 through

2023, he assigned a 90% stake in Ulibarri Family Dentistry to a business trust,

1 Conner also faces criminal charges for his role in promoting, selling, and implementing the fraudulent tax shelter. See generally United States v. Conner, et al., No. 1:23-cr-00390-RMR, Dkt. No. 93 (D. Colo. Apr. 24, 2024).

2 Appellate Case: 25-1281 Document: 44-1 Date Filed: 05/27/2026 Page: 3

creating the illusion that he did not possess or control the dental practice’s income.

The business trust then distributed its income to a family trust, which, in turn,

distributed its income to a charitable trust. Meanwhile, Ulibarri covered his family’s

spending—e.g., house payments, life insurance, cars, boats, firearms, sports tickets,

and spa services—with funds held in the trusts’ bank accounts, improperly claiming

these personal expenses as tax deductions.

Later, on the trusts’ tax returns, each trust in the series reported distributions

and deductions matching or exceeding its income, with any remaining income being

“donated” to a tax-exempt private family foundation. The foundation then “loaned”

its funds back to the sham trusts, ultimately allowing Ulibarri to retain full control

and beneficial use of his dental practice’s income on a tax-free basis. All told, from

2016 through 2023, Ulibarri’s scheme enabled him to avoid paying more than $1.6

million in taxes owed on $5.3 million in earnings from Ulibarri Family Dentistry.

During this seven-year period, Ulibarri went to great lengths to conceal the tax

shelter’s fraudulent nature from his banks and the IRS. For instance, to disguise the

fact that he managed and funded the sham trusts, Ulibarri recruited friends to sign

documents falsely as the trusts’ nominal grantors. He also furnished bogus trust

documents to banks and, on financing applications and tax returns, he provided

misleading or deceptive information about his income, assets, and the extent of his

control over the trusts. Meanwhile, Ulibarri persisted in implementing his tax

scheme even after repeated warnings from lawyers, bookkeepers, and third-party

lenders that using the trusts in this way was unlawful.

3 Appellate Case: 25-1281 Document: 44-1 Date Filed: 05/27/2026 Page: 4

In September 2023, Ulibarri first learned that he was under criminal

investigation for the tax scheme when the Department of Justice served him with a

target letter. Despite this notice—and even as late as May 2025, well after he was

indicted and convicted—he continued to funnel his income from Ulibarri Family

Dentistry through the sham trusts. IRS records indicate that Ulibarri neither filed a

tax return nor paid any federal income tax in 2023.

In August 2024, a federal grand jury returned an indictment charging Ulibarri

with six counts of tax evasion under 26 U.S.C. § 7201—one count for each tax year

from 2017 through 2022. Ulibarri pleaded guilty to all counts in February 2025. At

the sentencing hearing, the district court determined that the total loss amount—

including the tax loss arising from uncharged conduct in 2023—was $1,616,087,

resulting in a base offense level of 22. See USSG §§ 2T1.1(a)(1) & 2T4.1(I). The

district court then applied adjustments for Ulibarri’s sophisticated means, acceptance

of responsibility, and zero-point offender status, yielding a total offense level of 20.

See id. §§ 2T1.1(b)(2); 3E1.1(a); 4C1.1(a). The advisory guidelines range was

therefore 33–41 months of imprisonment. See id. § 5A.

At the hearing’s conclusion, the district court sentenced Ulibarri to 41 months

of imprisonment, 3 months of supervised release, $1,616,087 in restitution, and a fine

of $150,000. This appeal timely followed.

DISCUSSION

On appeal, Ulibarri challenges his sentence as both procedurally and

substantively unreasonable. “We review sentences for reasonableness under a

4 Appellate Case: 25-1281 Document: 44-1 Date Filed: 05/27/2026 Page: 5

deferential abuse of discretion standard.” United States v. Haley, 529 F.3d 1308,

1311 (10th Cir. 2008). This review “includes both a procedural component,

encompassing the method by which a sentence was calculated, as well as a

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