William Hornberger, Cale McDowell, Steve Moore and Tom Groves Speak at Texas Society of CPAs’ 2015 Oil & Gas Institute

August 5, 2015 | Attorney News



Willie Hornberger, Cale McDowell and Steve Moore served as members of a panel discussion titled “Acquisitions and Dispositions of Oil and Gas Assets – Structuring Considerations.” The discussion explored relevant corporate and securities, federal income and state tax and oil and gas considerations in the acquisition and disposition of oil and gas assets, including through private investment funds and other pooled investment vehicles. Additionally, Tom Groves presented an update on certain potentially forthcoming U.S. Treasury regulations that may impact the ability of family limited partnerships to make use of certain estate planning techniques relying on discounts for minority interests and lack of marketability.

Willie practices in the Tax and International sections of Jackson Walker. His tax practice emphasizes transactional and international tax matters and tax controversy issues. He is also a Certified Public Accountant. Willie received both his B.B.A. degree, with high honors, and his J.D. degree, with honors, from the University of Texas, and he received his LL.M. in Taxation from New York University.

Cale represents public and private companies, executives, investors, and investment funds in a broad array of engagements, including mergers, acquisitions and divestitures, entity structuring and formation, offerings of debt and equity securities, and general corporate governance and transactional matters. Cale received B.B.A., M.P.A. and J.D. degrees from the University of Texas at Austin.

Steve is a tax lawyer whose practice includes compliance; planning and controversy work, with an emphasis on sales tax; insurance premium tax; and local property tax. He also has substantial experience in state tax planning for multi–state business models and regularly provides tax strategy advice relating to mergers and acquisitions. Steve received his B.B.A. degree from the University of Texas at Austin and his J.D. degree, with honors, from the University of Texas School of Law.

Tom concentrates his practice in the areas of estate planning, wealth transfer planning, estate administration, trust administration and guardianships. Tom works with individuals, couples and families in the development, documentation and implementation of a broad range of sophisticated estate plans and wealth transfer plans, including planning for U.S. domiciled and non-U.S. domiciled aliens, and he represents and advises fiduciaries such as executors, administrators, guardians and trustees in the administration of estates and trusts, including contested matters.