Represented the selling shareholders of a wine distribution business classified as a ‘C’ corporation for federal income tax purposes. The buyer wanted to purchase assets, and the sellers wanted to sell stock and recognize capital gain without incurring corporate level tax. The transaction structured as an asset sale coupled with a sale of shareholder personal goodwill in order to achieve buyer and seller tax objectives.

Served as Tax counsel to a Houston-based company in connection with the creation of a pooled investment fund to acquire interests in hospitality, multi-family, office and retail properties across North America. The proposed $100 MM fund was directed to foreign nationals seeking to invest in U.S. and Canadian real estate opportunities, which created significant U.S. federal tax structuring and off shore tax structuring challenges. Our engagement included structure of the fund from U.S. federal income and state tax perspectives. 

Provided tax advice to a Dallas-based family office in restructuring and capitalization its limited partnership formed to acquire royalty and mineral interests. The engagement involved advising existing members regarding the tax aspects of their continued ownership and additional capital contributions and the tax effects to exiting members of the repurchase of  their limited partnership interests.

Represented real estate development and investment company in reorganizing their Texas asset portfolio through tax deferred like-kind exchanges of their properties into replacement properties through forward and reverse exchanges, joint ventures and entity restructuring.

Represented a manufacturer of wellhead products in its sale to a diversified, global private equity fund. The transaction involved, among other things, pre-sale target reorganization to facilitate tax-free rollover of equity. The deal won M&A Advisor's 2015 “Energy Deal of the Year” (up to $100 MM).