Tax
Jackson Walkerâs tax attorneys are leaders in providing unparalleled service and innovative solutions to our clients.
Our clients range from multi-billion dollar corporations to complex family-held entities to private equity firms and hedge funds to state and local governments and nonprofits. We work in partnership with our clients to achieve their business goals by developing innovative strategies to maximize tax benefits while minimizing potential risks and by providing exceptional representation in federal and Texas tax controversies and litigation. We believe in delivering high-caliber tax representation based on a deep understanding of all facets of the clientâs business. We engage with other Jackson Walker attorneys from a variety of practice areas, including corporate, employment, litigation, public finance, administrative law, and real estate, to drive client success.
Our expertise includes helping clients in the energy industry by providing tax planning and litigation. Additionally, we can assist companies in drafting investment structures for oil and gas projects seeking to benefit from carbon dioxide sequestration tax credits for carbon capture and utilization under code section 45Q and the Inflation Reduction Act. This includes partnership flip structures, sale lease back structures and alternatives such as transferability and direct or elective pay.
Along with assisting companies with federal and Texas tax planning and compliance, Jackson Walker also provides estate and tax planning to some of Texasâ most influential families. Our attorneys serve as primary advisers for many privately held and family-owned businesses, and we represent some of the largest private foundations, associations, and healthcare and educational institutions in Texas.
When it comes to tax controversy and litigation, we combine top-notch tax expertise with one of the most formidable trial groups in the Southwest. Our state and local tax group includes some of the leading experts on state tax planning and disputes. Our federal tax attorneys are equally skilled in federal tax controversy and have successfully defended corporations, local governments, nonprofits, and individuals facing IRS audits and tax disputes nationwide. We also serve as federal and Texas tax counsel to state and local governmental entities, non-profit organizations, and for-profit developers of housing seeking or retaining tax-exempt status related to municipal financings.
Members of the tax group have been recognized in The Best Lawyers in America for Tax Law, hold advanced degrees including the L.L.M in Taxation, are licensed Certified Public Accountants, and have held positions with leading tax organizations throughout the country.
At Jackson Walker, we provide trusted counsel to some of the most affluent and influential families in Texas. We know the legal considerations that come with significant family wealth are diverse and complicated. Thatâs why we build a relationship with each client, tailoring our services to your unique needs. Of course, every successful relationship is built on trust, and you can depend on us to provide straightforward advice about how to achieve your goals, protect your familyâs interests and provide for those you care about, both now and for generations to come.
- Advised Norwegian foreign corporation on U.S. international tax issues relating to âdomesticationâ reorganization into the United States.
- Advised private equity fund on qualified small business stock and other tax issues relating to an acquisition from U.K. company.
- Assisted in preliminary restructuring of substantial ranchland holdings, and related tax planning, to preserve capital gains tax treatment in connection with contemplated future development activity.
- Represented a holding company and two of its subsidiaries in connection with tax a $60M controversy focused on the deductibility of certain intercompany payments by subsidiaries to their non-tax paying parent.
- Represented founders in a $17M tax controversy related to charitable contributions.
- Designed, drafted and implemented complex multi-tier holding structure within single tax entity to enable âqualified opportunity zoneâ-compliant financing of $70m real estate development.
- Successfully defended a business in an employee retention credit (ERC) tax audit with a potential $1 million+ tax liability.; matter addressed complex fact issues based on the employerâs partial suspension of operations in several states over various periods of time.
- Represented a real estate developer on tax structuring for joint venture investment which included advising the carried interest recipient in complex structures involving lender financing and multiple investor groups.
- State tax diligence and tax incentive negotiations underway for $900 million hyperscale large data center build to suit project.
- Currently prosecuting Texas sales tax audit claims on utility scale solar equipment with Texas industry-wide implications.
- Provided state and local tax advice, including franchise tax, property tax, and state and local sales and use taxes to investor in connection with the equity capital contribution agreement for one of the worldâs largest carbon capture projects.
- Currently advising several billion and multi-billion dollar family offices in tax-driven restructuring of family holdings
July 17, 2025
Attorney News
Six Jackson Walker Attorneys Named to Lawdragonâs List of 500 Next-Generation Lawyers for 2025
Jackson Walker attorneys Edwin Buffmire, Art Cavazos, Amanda Crouch, Brian Oates, Bethany Pickett Shah, and Ashley Withers have been selected to the third annual âLawdragon 500 X â The Next Generationâ list recognizing attorneys who have demonstrated significant impact early in their careers.
July 15, 2025
Attorney News
âAustin Monthlyâ Lists 44 Jackson Walker Attorneys Among âAustinâs Top Attorneysâ of 2025
Jackson Walker congratulates the 44 attorneys recognized among Austin Monthlyâs list of âAustinâs Top Attorneysâ for 2025. For recognition in the list, Austin attorneys must be nominated by their peers on the basis that they offer experienced counsel in one of 40 categories.
July 3, 2025
Speaking Engagements
Aaron Pinegar to Speak at 2025 AM&AA Summer Conference
Jackson Walker partner Aaron Pinegar will serve as a panelist at the upcoming Alliance of Merger & Acquisition Advisors (AM&AA) Summer Conference, which will be held at the Renaissance Chicago Hotel Downtown on July 15-16, 2025.
June 5, 2025
Spotlight
Chambers and Partners Releases 2025 USA Guide Featuring 79 Jackson Walker Attorneys and 28 Ranked Departments
Jackson Walker is pleased to announce that Chambers and Partners has selected 79 attorneys and 28 departments for inclusion in the 2025 edition of the Global and USA guides. Attorneys were ranked across 29 departments, with 4 attorneys listed among multiple areas, 9 ranked nationwide in their respective areas, and 12 recognized for the first time.
June 5, 2025
Spotlight
Jackson Walker Ranked for Tax: State & Local in Chambers USA Guide
Jackson Walker is proud to announce that its State & Local Tax practice has been ranked for the first time in the 2025 Chambers USA Guide released today. In addition, partner Steven Moore and associate Ashley Withers were individually recognized.
May 19, 2025
Attorney News
Sarah Pai Joins Jackson Walkerâs Tax Practice in Austin
Jackson Walker is pleased to announce that Sarah Pai has joined the firmâs Austin office as Senior Counsel in the Tax practice group. Sarah brings a wealth of experience in state and local tax compliance, litigation, and policy, strengthening the firmâs ability to provide comprehensive tax counsel to clients across Texas and beyond.
April 25, 2025
Attorney News
Jackson Walker Congratulates 21 Attorneys Named Among 2025 “Best Lawyers in Dallas”
Jackson Walker congratulates the 21 attorneys recognized among D Magazineâs list of the âBest Lawyers in Dallasâ for 2025. For recognition in the list, Dallas attorneys must be nominated by their peers on the basis that they offer unmatched counsel in one of 40 categories.
March 19, 2025
Attorney News
William Hornberger Appointed to Laredo Economic Development Corporation Board
Jackson Walker is pleased to announce that partner William H. Hornberger has been appointed to the Board of Directors of the Laredo Economic Development Corporation (LEDC).
March 7, 2025
Insights
Tariffs Update: U.S. Largely Reverses 25% Tariffs on Imports from Mexico and Canada; Maintains an Additional 10% Tariff on All Imports from China
By Robert L. Soza, Jr., Cameron A. Secord, and Sherry Mathews
Within 48 hours of announcing 25% tariffs on imports of Mexico and most imports of Canada, the U.S. largely reversed course Thursday afternoon and announced goods eligible for treatment under the 2020 United States-Mexico-Canada Agreement (âUSMCAâ) could enter the United States duty free until April 2, 2025.
