Transactional Tax Planning
Tax planning should never be an afterthought. Our Tax attorneys work in close partnership to ensure that every transaction is structured to maximize tax benefits while achieving the client’s business objectives. Our team approach brings efficiency to the process, while ensuring that important tax implications are never overlooked.
We provide comprehensive services to clients that range from small, family-owned businesses to large, publicly traded companies in virtually every commercial sector. For businesses that are just getting started, we examine the tax advantages and disadvantages of various entity structures, including corporations, limited liability companies, partnerships, joint ventures, syndications and trusts. For established companies, we provide a wide range of transactional tax services, including those related to:
- Domestic and international corporate reorganizations, mergers and acquisitions
- Real estate-related transactions including forming, operating and dissolving real estate ventures and real estate investment trusts
- Structuring and executing like-kind exchanges, and tax planning for leaseholds
- Obtaining the low-income housing tax credit and the rehabilitation tax credit
- The full range of international matters, including inbound and outbound investments and specific experience in IC-DISC formation
- Transfer pricing matters
- Formation of partnership, LLC, S corp, and other pass-through entities
- Purchase and management of aircraft, watercraft and specialized assets
- Formation of nonprofit entities and joint ventures
- Foundation and trust formation
- Formation and operation of nonprofit entities and joint ventures between nonprofit and for-profit entities
- Tax planning for financially-troubled businesses and real estate ventures
- Requesting rulings from the IRS National Office regarding any of the above matters
In addition to crafting efficient structures for immediate transactions, we continually monitor changes in tax law to enable our clients to make smart decisions about the future. At every stage of development, our attorneys work to understand our clients’ goals and develop tax structures that work for their businesses.
- Represented clients in the creation and structuring of funds, including a $250 million private equity fund; fund squeeze-outs of founders; and all aspects of corporate, partnership and LLC transactions – roll-ups, divisions, acquisitions, and both taxable and tax-free reorganizations.
- Represented client in the structuring, drafting and negotiation of complex private equity transaction and hedge fund agreements, including alternative investment vehicles, investment by domestic entities, direct foreign owners, and indirect owners through blockers.
- Represented worldwide group of large institutional investors on hedge and private equity investment fund investments with an aggregate value of $1 billion.
- Represented client with unwinding of fund totaling $120 million.
- Represented client in the structure of multibillion dollar partnership combination of two private enterprises.
- Represented fund and other clients with structuring of acquisitions totaling several billion dollars.
- Represented clients in spinoff of private construction/manufacturing/oil conglomerate worth several hundred million dollars.
- Represented aviation company with presale structuring preparation and incorporate deal in anticipation of tax-free reorganization valued at $150 million.
- Represented $300 million privately held companies – construction, manufacturing and petroleum – with restructuring and reorganization (with spinoffs, etc.).
- Represented a $150 million privately held mineral and ranching company with restructuring, ancillary partnerships, and advising with respect to tax-free spinoffs, estate planning, and migration out of C corporation status.
- Represented a $180 million privately held aviation enterprise with presale preparation and proposed restructuring, including integrated estate and charitable planning.
Jackson Walker Represents Surge Private Equity on Successful Refinancing of Amuze’s Senior Debt
Jackson Walker represented Surge Private Equity, a Dallas-based private equity firm, in the successful refinancing of debt for its Amuze platform in partnership with Whitehorse Capital. This strategic refinancing is part of Surge’s ongoing efforts to enhance Amuze’s capital structure and support its long-term growth objectives.
Client Results • September 18, 2024
Jackson Walker Serves as Tax and Benefits Counsel to Thomas Doll in Acquisition by Earned Wealth
Jackson Walker served as tax and benefits counsel to Thomas Doll, a wealth management firm, in its acquisition by an affiliate of Noho Financial, Inc., d/b/a Earned Wealth.
Client Results • June 21, 2024
Jackson Walker Represents M1 Support Services in Sale of Controlling Interest to Cerberus Capital Management
Jackson Walker represented M1 Support Services, a Texas-based provider of aviation services to the United States government for critical military aircraft and aviation programs, in the sale of a controlling interest to Cerberus Capital Management.
Client Results • June 5, 2024
Jackson Walker Represents Deep Blue in Successful Acquisition of Lagoon’s Midland Basin Water Business
Jackson Walker represented Deep Blue Midland Basin LLC in the purchase of the Midland Basin operating affiliate of Lagoon Water Solutions. Deep Blue is a joint venture between Diamondback Energy, Inc. and Five Point Energy, LLC, and provides midstream water transportation, disposal, sourcing, recycling, enhanced evaporation and desalination services to Midland Basin producers.
Client Results • June 3, 2024
Jackson Walker Advises Mark Cuban and Dallas Mavericks in Sale Transaction
A Jackson Walker team led by Brian Lidji and Kyle Hooper represented Mark Cuban and the Dallas Mavericks in the sale of a controlling interest in the team to the families of Dr. Miriam Adelson and Sivan and Patrick Dumont.
Client Results • January 5, 2024
Jackson Walker Advises Seller as Vital Energy Increases Permian Basin Scale Through Accretive Transactions
Jackson Walker served as legal counsel to Henry Energy LP and Henry Resources LLC (“Henry”) in the sale of Henry’s Midland and Delaware basin assets to Vital Energy, Inc. in an all-equity transaction.
Client Results • September 14, 2023
Jackson Walker Represents Novaria Group in Completing Six Acquisitions in Seven Months
Novaria Group, a leading manufacturer of specialty hardware, components, and coatings for the aerospace and defense industries, recently completed its acquisition of STROCO Manufacturing, Inc. This deal marks the sixth acquisition Novaria has announced from December of 2021 through July of 2022, taking place after its successful acquisitions of FMi Chemical, Hohman Plating, Advanced Coating, Hydro Fitting, and GK Mechanical Systems.
Client Results • September 27, 2022
Ali Andrews Expands Jackson Walker’s Tax Practice in Austin
Jackson Walker is pleased to announce the addition of Ali Andrews as senior counsel in the Austin Tax practice. Joining from an international firm, Ali concentrates her practice on handling state and local tax disputes, state tax audits, unemployment tax matters, equal taxation, multi-state tax planning, and other administrative law matters.
Attorney News • October 3, 2023
Jackson Walker Expands Tax Group With Addition of Aaron Pinegar
Jackson Walker is pleased to announce the addition of Aaron Pinegar as a partner in the Dallas Tax practice. Joining from a Baltimore-based law firm, Aaron concentrates his practice on U.S. federal income tax matters for a wide range of business transactions, including mergers, acquisitions, divestitures, joint ventures, tax-free reorganizations, spin-offs, financings, restructurings, and tax incentive transactions.
Attorney News • April 19, 2023
Argyrios Saccopoulos Represents State Bar of Texas at IRS Hearing on Proposed Qualified Opportunity Fund Regulations
On July 9, 2019, the IRS held a public hearing on proposed regulations related to investing in qualified opportunity funds. The hearing included testimony from 19 speakers – including Argyrios Saccopoulos, who spoke on behalf of the State Bar of Texas Tax Section.
Speaking Engagements • July 18, 2019
