Tax

Our tax attorneys are leaders in providing unparalleled service and innovative solutions to our clients. As some of the pre-eminent tax lawyers in the state, members of our Tax Group are skilled in handling State tax matters at the most complex level. From tax planning to tax controversy and litigation, we cover the tax waterfront.

Our Tax Group has been a go-to national practice for decades. In fact, one of our founding partners, John Paul Jackson, was a nationally regarded authority on tax law whose work helped shape tax legislation in the mid-20th century. Today, our tax attorneys continue that tradition of excellence. 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.

Our clients range from multi-billion dollar corporations to complex family-held entities to private equity and hedge funds. 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 tax controversies and litigation. We believe it is impossible to deliver high-caliber tax representation without a deep understanding of all facets of the client’s business. Consequently, we engage attorneys from a variety of practice areas, including corporate, employment, litigation, bankruptcy, and real estate law, to drive client success.

With comprehensive knowledge of Transactional Tax issues, our attorneys guide corporate clients through every stage of development, from initial formation through mergers, acquisitions, spinoffs, transfers, and expansion into new markets. Our attorneys have extensive experience in the complicated and rapidly changing laws surrounding Employee Benefits and Executive Compensation. In addition to this experience, members of our Investment Funds group are skilled in providing tax advice to fund investors.

Some of Texas’ most influential families trust us to provide comprehensive estate and tax planning through our Wealth Planning unit and Family Office Group. 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.

We have been a leader in Energy Law since the 1800s. Another of our founding partners, A.W. Walker, Jr., developed many of the fundamental concepts of modern oil and gas law. We remain on the cutting edge of tax planning for the energy industry, helping clients maintain a competitive advantage in a rapidly changing field. Our tax attorneys have also successfully contested, litigated, and favorably settled numerous complex tax cases for energy companies, other corporations and individuals.

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 & 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 and individuals facing IRS audits and tax disputes nationwide. Furthermore, our Litigation practice is among the largest in the Southwest, with trial experience across multiple industry sectors and in nearly all 50 states.

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.

February 15, 2024
Mentions

William Hornberger Featured in fDi Intelligence’s Analysis of US Relocation Trends

Jackson Walker partner William H. Hornberger was featured in fDi Intelligence’s publication, “Texas and Florida biggest winners from US relocations,” issued on January 29, 2024. The article highlights the significant appeal of Texas, which has managed to successfully allure close to a fifth of all U.S. company relocations over the past five years, reflecting companies’ strategic decisions of establishing operations in favorable business landscapes.

February 2, 2024
Speaking Engagements

Jessica Palvino and Alyca Garrison to Present at Tax Law in a Day Conference

Jackson Walker senior counsel Jessica B. Palvino and associate Alyca Garrison are scheduled to present during the Tax Law in a Day Conference, sharing key insights for tax lawyers advising on Equity Compensation Plans.

January 8, 2024
Insights

IRS Announces Voluntary Disclosure Program for Employee Retention Tax Credits

For those following the news reports, the IRS has identified rampant fraud (not all claims, of course) in the ERTC; the IRS is offering, through the Program, some especially generous alternatives for taxpayers who may be having second thoughts on having claimed the ERTC. Taxpayers must act quickly; participation in the Program is available only for a limited period of time.

By Aaron Pinegar

December 8, 2023
Speaking Engagements

Aaron Pinegar Presents “M&A Tax Primer” at Dallas Bar Association CLE

Jackson Walker partner Aaron P. Pinegar will be making a CLE presentation entitled “M&A Tax Primer” to the Mergers & Acquisitions Section of the Dallas Bar Association on Tuesday, December 12, 2023.

December 4, 2023
Attorney News

William Hornberger and Michael Taten Featured in ‘D CEO’ Dallas 500

Jackson Walker congratulates William H. Hornberger and Michael E. Taten for being recognized in D CEO Magazine’s 2024 edition of the Dallas 500 as two of the most significant and influential business leaders in North Texas.

2024 Best Law Firms announcement

November 2, 2023
Spotlight

Jackson Walker Earns 25 National and 134 Metro Rankings in 2024 Edition of “Best Law Firms”

Jackson Walker proudly announces the firm’s inclusion in the 2024 edition of Best Law Firms® by Best Lawyers. This year, Jackson Walker observed notable improvements in the national rankings, including the rise of Appellate Practice to Tier 1, Banking and Finance Law and Litigation – Labor and Employment to Tier 2, and the addition of Energy Law and Environmental Law in Tier 3.

October 27, 2023
Speaking Engagements

Aaron Pinegar to Present at Dallas Bar Association’s Tax Section CLE Program

Jackson Walker partner Aaron Pinegar will present “Tax Traps and War Stories in M&A” at the Dallas Bar Association’s Tax Section CLE at 12 p.m. on Monday, November 6.

October 3, 2023
Attorney News

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.

Flags flying at the Texas Capitol

September 19, 2023
Attorney News

Jackson Walker Congratulates Its “Texas Super Lawyers” of 2023

Each year, less than 5% of attorneys in Texas are named to the list. 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.