Tax and Family Wealth
Since the founding of the firm 70 years ago, McAfee & Taft attorneys have been helping individuals, families, businesses and tax-exempt organizations achieve their financial goals through highly skillful and knowledgeable tax planning, counseling and transactional work.
McAfee & Taft’s Tax and Family Wealth Group consists of some of the region’s most highly experienced tax attorneys, many of whom either hold advanced legal degrees in taxation or have previous career experience working as certified public accountants. Several have received nationwide recognition by their inclusion in the prestigious The Best Lawyers in America and the Chambers USA Guide to America’s Leading Lawyers for Business.
Tax and Family Wealth Group members provide expert advice and assistance in connection with all forms of tax, business and family wealth planning matters. Because of the breadth of business, investment and family matters affected by tax issues, as well as the substantive complexity of the statutory, regulatory, administrative and judicial authorities that must be considered, our Tax and Family Wealth Group is organized into the five broad practice areas listed on the right.
Articles
Oklahoma Tax Commission, IRS grant relief due to severe winter storms
McAfee & Taft LINC | March 10, 2021IRS provides further guidance regarding deductibility of business expenses paid with PPP loan funds
McAfee & Taft LINC | November 30, 2020IRS disallows deductions in conjunction with Paycheck Protection Program loan forgiveness
McAfee & Taft LINC | May 4, 2020IRS provides further filing and payment extensions due to COVID-19
McAfee & Taft LINC | April 15, 2020IRS temporarily accepting scanned signatures and allowing e-mail transmission for certain documents
McAfee & Taft LINC | April 3, 2020Employer tax withholding responsibilities under the Families First Coronavirus Response Act
McAfee & Taft LINC | April 2, 2020IRS announces temporary relief for taxpayers within its tax collection and audit functions
McAfee & Taft LINC | March 26, 2020 [Updated]Does your personal preparedness plan include a durable power of attorney?
McAfee & Taft LINC | March 26, 2020CARES Act stimulus package to provide relief to taxpayers, businesses
McAfee & Taft LINC | March 26, 2020 [Updated]Oklahoma ad valorem tax payment deadline extended due to COVID-19
Council on State Taxation | March 25, 2020Curbside sales of packaged beer and wine by Oklahoma restaurants permitted, subjected to state and local taxes
Council on State Taxation | March 24, 2020Oklahoma income tax filing dates delayed due to COVID-19
McAfee & Taft LINC Alert | March 20, 2020 [Updated]Oklahoma Tax Commission defers tax payments due to COVID-19
McAfee & Taft LINC Alert | March 20, 2020New Oklahoma Remote Seller Requirements Effective November 1
McAfee & Taft State and Local Taxation Update | November 14, 2019Proposed IRS regulations will limit valuation discounts for family-held entities
Tax & Family Wealth Update | August 16, 2016Practical advice for planned giving to nonprofit organizations
Oklahoma Bar Journal - Volume 83, No.14 | May 19, 2012Businesses with misclassified workers may find relief under new IRS settlement program
McAfee & Taft EmployerLINC | September 26, 2011Diagnosis and Treatment: Understanding and Preparing for the New Investment Income Tax
CPAFOCUS | May 1, 2010At The Podium
2021 Tax Update and Tax Challenges for Employers with Remote Employees
2021 Tax Update and Tax Challenges for Employers with Remote Employees
Individual Income Tax (3-Hour Course)
University of Oklahoma College of Law | 2021 Fall SemesterOklahoma Tax Update
Oklahoma Tax Update
Tax Equity Investment—Past, Present & Future
Mineral Lawyers Society of Oklahoma City | May 20, 2020Sales and Use Taxes in Oklahoma: What taxes nonprofits need to be charging and paying
Oil & Gas Taxation (2-Hour Course)
Oklahoma City University School of Law | 2020 Spring SemesterHot and Emerging State and Local Tax Issues
Hot and Emerging State and Local Tax Issues
Plan for the Worst, Hope for the Best: Premarital Agreements, Tax Law and Estate Planning Tools
Estate Planning Tips
Tax Increment Financing (TIF)
Estate Planning and Probate in Oklahoma
Tax Incentives After Tax Reform
Discounting Transfer Tax Values of Interests in Family-Owned Entities
Exit Planning for Closely Held Businesses: Favorite Top Ten Tax Planning Techniques
Buying, Selling or Just Restructuring? Tax tips and pitfalls everyone should know
Four Things Every Oil and Gas Lawyer Should Know About Tax
Mineral Lawyers Society of Oklahoma City | May 21, 2015Legal Update: Trust Preferred Securities
Succession Planning for Family-Owned Businesses
An Inconvenient Tax and the Equal Sharing of Miseries
Basics of Tax Classification — Public Charities, Private Foundations, Supporting Organizations
Estate Planning and Probate Update
Estate Planning and Probate Update
Practice Group Leader
Practice Areas
Business Taxation Family Wealth Tax Controversy and Procedure Tax-Advantaged Activities Transaction TaxationIn The News
Chambers USA 2020 honors McAfee & Taft as top-ranked firm, 32 attorneys singled out for individual honors
April 23, 2020Former Oklahoma Tax Commission executive director Tony Mastin joins McAfee & Taft
September 17, 2019Charles Machine Works to be acquired by Toro for $700 million
February 18, 2019Tax reform act is creating incentives in low-income ‘Opportunity Zones’
The Oklahoman | February 15, 2018Tax attorney Lacey Stevenson joins McAfee & Taft
April 28, 2016Family business: Communication key to succession planning, panelists say
The Journal Record | March 4, 2015Susan Shields named 2013 president of Oklahoma Bar Foundation
January 31, 2013Corporate attorney Richard Johnson joins firm
January 9, 2013McAfee & Taft to host webinar on the rising costs of misclassifying independent contractors
November 13, 2012Tax attorney Jeremy Black joins McAfee & Taft
November 6, 2012Attorney Susan Shields Joins McAfee & Taft
April 4, 2008Seminar to Focus on Tax-Deferred Property Exchanges
July 13, 2006Alan Holloway quoted in Oklahoman on forthcoming IRS audit of S Corporations
The Oklahoman | August 3, 2005Richard Craig to Speak at OBA Seminar in Ardmore
May 13, 2005Media
