Tax

Baker Botts Tax lawyers offer individuals and corporations a wealth of experience in addressing complex tax needs. Our Tax lawyers work closely with other transactional lawyers to develop plans and structures that help our clients with their business objectives, while minimizing the impact of state, federal and international taxes.

We are experienced at providing the requisite tax advice to clients in transactions involving investments in projects, mergers, acquisitions, restructurings and financings, including asset leasing.

We have particular experience advising clients in global tax services in the following industries:

Our work in tax planning cuts across the spectrum of business activities and investments. For example, Baker Botts Tax lawyers have been actively involved with master limited partnerships (MLPs) since the early 1980s, and our experience in this area is nationally renowned. We have represented both issuers and underwriters in MLP initial public offerings, as well as sellers and purchasers in merger and acquisition transactions.

We also have a substantial practice in employee benefits and executive compensation, assisting clients with all aspects of compensation and benefit plans and programs under the Internal Revenue Code and ERISA, and with the myriad of legal issues that impact employee benefits under federal labor and securities laws and state laws.

Our team is also experienced in every facet of tax controversy and tax litigation matters, and includes former senior IRS management and IRS lawyers. We are nationally recognized for our experience in representing taxpayers in estate and gift tax controversies, especially those involving difficult-to-value assets, such as interests in closely held businesses, family limited partnerships and limited liability companies. We have received favorable taxpayer outcomes in some of the most significant estate and gift tax controversies in the last twenty years.

Our Tax lawyers have extensive experience in advising and representing clients on state and local tax matters, including income tax, franchise tax, property tax and sales tax, whether the issues arise in states where our offices are located, or elsewhere in the United States.

In addition, we counsel individuals, families and entrepreneurs on wealth transfer, succession planning and other estate tax issues.

Contacts

Related Experience

News

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Big Oil faces mixed bag in 'America First' tax plan

Buffalo News, The

Buffalo News, The

Thought Leadership

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IRS Audits

Speeches & Presentations

State Bar of Texas, Advanced Estate Planning and Probate Conference 2021

Innovation in E-Discovery Conference

Speeches & Presentations

Panelist, Technology - The Future is Now; Strategies to Control the Cost of Litigation and Investigations; and Data Protection, GDPR, and Privacy - What's Next?

New Section 83(i) Deferral Opportunity: A New Hope or Just Hype?

External Article

New Section 83(i) Deferral Opportunity: A New Hope or Just Hype? 18th Annual Oregon Tax Institute, June 2018

For a copy of this article, click the title link below.

New Section 83(i) Deferral Opportunity: A New Hope or Just Hype?

 

Preparing for Mergers, Acquisitions and Spin-Offs

Speeches & Presentations

Preparing for Mergers, Acquisitions and Spin-Offs, Silicon Valley NASPP meeting, September 2017

The IPO’s Return from Hiatus!

Speeches & Presentations

The IPO’s Return from Hiatus! Solium Synergy Conference, May 2017

Taxation of IP

Speeches & Presentations

2017 ABA Business Law Section Spring Meeting

Taxable Acquisitions in Light of Tax Reform

Co-presenter, DC Bar Association Speeches & Presentations

Events

Upcoming

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Recent

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Baker Botts Inaugural Event for Women in Tax

Please join the women in tax at Baker Botts LLP for the first of our networking events designed for women in-house tax professionals on March 4 at 10:30 a.m. CT.

Tax Executive Institute's Monthly Meeting

Baker Botts Partner Ron Scharnberg and Justin Berutich of Euclid Transactional will be presenting at TEI’s Monthly Meeting Thursday, January 28 from 12:00 PM to 1:00 PM CT on Tax Insurance 101.

Kayo Women's Virtual Energy Summit

Baker Botts is a proud supporter of the 2020 Kayo Women's Virtual Energy Summit September 8-11.

TEI Houston Chapter Tax School

Baker Botts is a sponsor of the 2020 TEI Houston Chapter Tax School taking place February 24, 2020 - February 28, 2020 at the Hyatt Regency Houston.

2020 Houston Board of Directors Forum

The third annual Houston Board of Directors Forum is a half day event that will address hot topics and critical issues affecting Boards and Corporate Directors in 2020.

2018 Texas Federal Tax Institute

Baker Botts is a sponsor of the 2018 Texas Federal Tax Institute in San Antonio, Texas on June 6-8, 2018.

MLP Annual Investor Conference

Baker Botts is a sponsor of the Master Limited Partnership Association's (MLPA) 2018 MLP & Energy Infrastructure Conference.

Tax Reform's Impact on Executive Pay Webcast

Baker Botts will provide further insight into the executive compensation elements of recently released Congressional proposals for a tax reform plan – the Tax Cuts and Jobs Act.

Global War on Terror Memorial Foundation

Baker Botts is proud to support and sponsor the Global War on Terror Memorial Foundation’s inaugural fundraising event on Tuesday, September 12, 2017 in Washington, DC.

Practices

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Industries

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Public Comment Letters on Carbon Capture Tax Credit Filed in Response to Proposed Regulations Under Section 45Q

Tax Brochure

To access the firm's current Tax brochure, please click the cover image above.