Tax
Jackson Walker’s 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 client’s 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 Texas’ 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. That’s 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 family’s 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 “domestication” 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 “qualified opportunity zone”-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 employer’s 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 world’s largest carbon capture projects.
- Currently advising several billion and multi-billion dollar family offices in tax-driven restructuring of family holdings
Jackson Walker Represents Cambridgeport Capital in Sale of Integrity Assessment Group
Jackson Walker represented JRGO, LLC d/b/a Integrity Assessment Group (“IAG”), a leading provider of pipeline integrity and other testing services for the energy industry, and its controlling equityholder, Cambridgeport Capital, in a sale transaction with XCEL NDT, a portfolio company of Greycliff Partners. The transaction closed on September 8, 2025, for an undisclosed amount.
Client Results • October 27, 2025
Jackson Walker Represents Palmetto Capital in Texas Multifamily Acquisition
Jackson Walker proudly represented emerging sponsors Collin Cooper and Ryan Moore, who lead the Dallas-based private real estate investment firm, Palmetto Capital, in a significant co-investment transaction for the acquisition and management of Ascend at Ventana Lakes, a premier multifamily community in Katy, Texas.
Client Results • October 16, 2025
Jackson Walker Represents Surge Private Equity in $50M+ Investment in White Plains Linen
Jackson Walker advised Surge Private Equity in connection with a majority investment in White Plains Linen, a New York-based provider of commercial laundry and textile rental services. The transaction, which closed on August 1, 2025, was valued in excess of $50 million and was supported by senior debt financing from Capital Southwest Corporation.
Client Results • August 25, 2025
Concentra Expands Occupational Health Services With Acquisition of Nova Medical Centers
Jackson Walker represented Concentra Group Holdings Parent, Inc. in its acquisition of U.S. Occmed Holdings, the parent company of Nova Medical Centers. The transaction marks a significant milestone in Concentra’s strategic expansion in the occupational health services sector.
Client Results • April 2, 2025
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
IRS Issues Safe Harbor for Section 45Q Carbon Capture Credits
By Nathan T. Smithson, Ali Abazari, and Travis Wussow
On December 19, 2025, the IRS issued Notice 2026-1, providing a safe harbor for taxpayers seeking to claim the federal income tax credit for qualified carbon oxide sequestration under section 45Q of the Internal Revenue Code of 1986, as amended. The Notice addresses a compliance gap created by the EPA proposed repeal of greenhouse gas reporting requirements that are currently necessary to claim the credit.
Insights • February 3, 2026
Jackson Walker Earns 27 National and 142 Metropolitan Rankings in 2026 Edition of “Best Law Firms”
Jackson Walker proudly announces its inclusion in the 2026 edition of Best Law Firms® by Best Lawyers. This year, Jackson Walker observed notable improvements in the rankings, including the addition of Construction Law as National Tier 3 and the advancement and additions of 14 practice areas in the metropolitan rankings.
Spotlight • November 6, 2025
William Hornberger Appointed to North Texas Commission Executive Committee
Jackson Walker is pleased to announce that partner William H. Hornberger has been elected to serve on the Executive Committee of the North Texas Commission, a leading public-private partnership advancing North Texas through advocacy, education, and collaboration.
Attorney News • September 26, 2025
Jackson Walker Congratulates 2025 Texas Super Lawyers and Rising Stars
Jackson Walker is pleased to announce the recognition of 75 attorneys by Thomson Reuters’ Super Lawyers in the 2025 “Texas Super Lawyers” list, as well as 66 attorneys as “Texas Rising Stars” for 2025. Each year, less than 5% of attorneys are selected to Super Lawyers and 2.5% to Rising Stars. Selection is based off of peer nominations that are then reviewed by a research team. Each nominee is evaluated on his or her professional accomplishments, peer recognition, and community involvement.
Attorney News • September 18, 2025
