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
September 30, 2024
Attorney News
Jackson Walker Welcomes 2024 New Fall Associates
This year, the firm proudly welcomes 23 new associates to expand our Corporate & Securities, Labor & Employment, Real Estate, Tax, Trial & Appellate Litigation, and Trusts & Estates practices.
September 17, 2024
Attorney News
Jackson Walker Congratulates Its “Texas Super Lawyers” of 2024
Jackson Walker proudly announces the selection of 71 attorneys to Thomson Reuters’ 2024 “Texas Super Lawyers” list.
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.
September 5, 2024
Insights
Employee Retention Credit Worries?: IRS Voluntary Disclosure Program Reopened through November 22
The IRS is offering a second chance for employers to give back funds received from improper Employee Retention Credit (“ERC”) claims. What’s more is that the IRS is offering a 15% discount on the amount to be returned, plus a full waiver of civil penalties and interest and no pursuit of an ERC audit.
August 15, 2024
Attorney News
‘The Best Lawyers in America’ Features 306 Jackson Walker Attorneys in 2025 Edition, Including 9 “Lawyers of the Year” and 75 “Ones to Watch”
The Best Lawyers in America has recognized 306 Jackson Walker attorneys across 81 specialty practice areas in its 2025 edition, including 9 Lawyers of the Year and 75 Ones to Watch. In this year’s guide, Jackson Walker saw the largest number of attorneys in the areas of Commercial Litigation (75 attorneys) and Real Estate Law (55 attorneys) and the addition of 27 attorneys as Best Lawyers.
July 11, 2024
Attorney News
‘Austin Monthly’ Lists 21 Jackson Walker Attorneys Among “Austin’s Top Attorneys” of 2024
Jackson Walker congratulates the 21 attorneys recognized among Austin Monthly’s list of “Austin’s Top Attorneys” for 2024. For recognition in the list, Austin attorneys must be nominated by their peers on the basis that they offer experienced counsel in one of 39 categories.
June 28, 2024
Attorney News
Seven Jackson Walker Attorneys Named to Lawdragon’s List of 500 Next-Generation Lawyers
Jackson Walker is pleased to announce the selection of Edwin Buffmire, Art Cavazos, Amanda Crouch, Brian Oates, Manny Schoenhuber, Bethany Pickett Shah, and Ashley Withers to the “Lawdragon 500 X – The Next Generation” list for 2024.
