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
April 25, 2025
Attorney News
Jackson Walker Congratulates 21 Attorneys Named Among 2025 “Best Lawyers in Dallas” List
Jackson Walker congratulates the 21 attorneys recognized among D Magazine’s list of the “Best Lawyers in Dallas” 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 (“USMCA”) could enter the United States duty free until April 2, 2025.
March 5, 2025
Insights
U.S. Imposes 25% Duty on Imports from Mexico and Canada Effective March 4, 2025
By Robert L. Soza, Jr., Cameron A. Secord, and Sherry Mathews
Pursuant to Notices issued by Department of Homeland Security Secretary on Monday, March 3, 2025, United States Customs and Border Protection (“CBP”) will begin collecting a duty of 25% on most products of Mexico and Canada (“First CAMX Tariffs”) imported into the United States.
January 27, 2025
Attorney News
Marcus Brooks Joins Jackson Walker’s Tax Practice
Jackson Walker is pleased to announce the addition of Marcus Brooks as a partner in the Tax practice group.
January 6, 2025
Attorney News
D Magazine Lists Five Jackson Walker Attorneys Among “Best Lawyers Under 40” for 2025
Jackson Walker congratulates Dallas attorneys Erik Allison, Vienna Flores Anaya, Lamar Dowling, David Schlottman, and Ashley P. Withers on their inclusion in D Magazine’s 2025 “Best Lawyers Under 40” list recognizing outstanding young attorneys in the North Texas area.
November 7, 2024
Spotlight
Jackson Walker Earns 26 National and 140 Metropolitan Rankings in 2025 Edition of “Best Law Firms”
Jackson Walker proudly announces its inclusion in the 2025 edition of Best Law Firms® by Best Lawyers. This year, Jackson Walker observed notable improvements in the national rankings, including the rise of Real Estate to Tier 1, Commercial Litigation, Energy Law, and Trusts and Estates to Tier 2, and the addition of Litigation – Regulatory Enforcement (SEC, Telecom, Energy) in Tier 3.
