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.

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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.

Treasury Department building with Jackson Walker logo

May 20, 2021
Insights

Beware September 10th Deadline for Certain “Qualified Opportunity Fund” Investments

By Argyrios Saccopoulos & Brian Dethrow

The upcoming deadline to make a “capital gain rollover” investment into a “qualified opportunity fund” with respect to certain 2020 pass-through gains is September 10, 2021.

D Magazine Best Lawyers in Dallas 2021 (May 2021)

April 28, 2021
Attorney News

‘D Magazine’ Names 23 Jackson Walker Attorneys Among “Best Lawyers in Dallas” for 2021

Jackson Walker congratulates the 23 attorneys recognized among D Magazine’s list of the “Best Lawyers in Dallas” for 2021.

The White House in Washington DC with JW logo

April 5, 2021
Insights

Tax Advice for a New Administration

After the unprecedented year that was 2020, many are looking for signs of a brighter 2021 and financial opportunities that may lie ahead. But there is one constant theme that cuts across both years: change. And with a shift in political control over the executive and legislative branches, significant federal income tax modifications may be on the way for individuals and businesses.

Willie Hornberger with Jackson Walker logo

March 24, 2021
Insights

Life, Death, and Taxes | CLOSLER

By Willie Hornberger | As a patient who’s a lawyer, I’ve learned that lawyers and doctors have more in common than you might think. Finding a professional who is humble, kind, and trustworthy can make all the difference in your experience with law and medicine.

Ashley Withers with Jackson Walker logo

March 23, 2021
Attorney News

SMU Women in Law Honors Ashley Withers With Distinguished Alumna Award

In honor of her commitment to uplifting women in the law and serving the Dallas Association of Young Lawyers, Ashley P. Withers will be presented with the 2021 Distinguished Alumna Award by SMU Women in Law during the Annual Spring Brunch on Wednesday, April 7.

Tax deduction business planning

February 24, 2021
Insights

IRS Extends Federal Tax Deadlines for Texas Due to Winter Storms

The IRS announced that it has extended certain tax return and payment deadlines for those impacted by the Texas winter storms. Texas residents and businesses now have until June 15 to file and pay federal tax returns that would have normally been due on or after February 11.

Treasury Department building with Jackson Walker logo

January 25, 2021
Insights

Qualified Opportunity Zones COVID-19 Relief Extended

On January 20, the Treasury Department published Notice 2021-10, extending COVID-19 relief for qualified opportunity funds (QOFs) and their investors.

Steve Moore with Jackson Walker logo

January 21, 2021
Mentions

Texas to Adopt Franchise Tax Rule on Apportionment | Bloomberg Tax

“I believe the Comptroller is trying to provide guidance for 2021 knowing that if the Texas Supreme Court takes the Sirius case it is likely to take months or even a year or more before a decision is issued,” said Steve Moore, an Austin-based partner at Jackson Walker LLP.

Treasury Department building with Jackson Walker logo

January 12, 2021
Insights

Tax Planning for a Biden Presidency

In this article, we outline selected tax law changes that President Joe Biden has proposed, both in speaking engagements and on his campaign website, some or all of which could be enacted in 2021 or future years.

Tax deduction business planning

January 8, 2021
Insights

Employment Tax Credit Incentives Added to Encourage Employers to Provide Relief to Employees

The Consolidated Appropriations Act of 2021 amended many provisions related to paid family and medical leave and employee retention tax credits to encourage employers to provide relief to employees in 2021.

More Tax News


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