Tax and Family Wealth

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  • Overview
  • Team

Since the founding of the firm more than 65 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.

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Michael K. Avery
Shareholder
(405) 270-6012
Jeremy M. Black
Shareholder
(405) 552-2289
T. Michael Blake
Shareholder
(405) 552-2317
Emily Wilson Bunting
Shareholder
(405) 552-2312
Eleanor C. Burg
Associate
(405) 270-6058
Jennifer H. Callahan
Shareholder, Director, Industry Group Leader
(405) 552-2225
Steven P. Cole
Shareholder
(405) 552-2230
Richard D. Craig
Shareholder, Practice Group Leader
(405) 552-2349
Bonner J. Gonzalez
Shareholder
(405) 552-2347
Frank D. Hill
Shareholder
(405) 552-2259
Alan G. Holloway
Shareholder
(405) 552-2344
Richard D. Johnson
Shareholder
(405) 552-2204
Andrew M. King
Associate
(918) 574-3081
Barbara Klepper
Associate
(405) 552-2249
Mark W. Malone
Shareholder
(405) 552-2274
Tony Mastin
Of Counsel
(405) 552-2353
James C. Prince
Of Counsel
(405) 552-2309
Dee A. Replogle, Jr.
Shareholder
(405) 552-2261
Reid E. Robison
Of Counsel
(405) 235-9621
John N. Schaefer
Of Counsel
(405) 235-9621
Susan B. Shields
Shareholder
(405) 552-2311
Joshua D. Smith
Shareholder, Practice Group Leader, Industry Group Leader
(405) 552-2301
Lacey Stevenson
Associate
(405) 552-2282
Jeff L. Todd
Shareholder, Industry Group Leader
(405) 552-2269

Paralegals

Yanira Sanchez
Paralegal
(405) 270-6024
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Articles

Online shopping

States to benefit from collection of online sales taxes

The Journal Record |

Counting on you

Oklahoma Bar Journal, Vol. 83, No. 33 |

Practical advice for planned giving to nonprofit organizations

Oklahoma Bar Journal - Volume 83, No.14 |

Businesses with misclassified workers may find relief under new IRS settlement program

McAfee & Taft EmployerLINC |

2010 year-end estate planning opportunity

McAfee & Taft Tax Bulletin |

Oklahoma’s Nontestamentary Transfer of Property Act

McAfee & Taft AgLINC |

Diagnosis and Treatment: Understanding and Preparing for the New Investment Income Tax

CPAFOCUS |

Do you need to update your estate plan?

McAfee & Taft AgLINC |

Estate tax uncertainty in 2010

McAfee & Taft Tax & Family Wealth Update |

Fixing Oklahoma’s insurable interest laws

Oklahoma Bar Journal - Volume 78, No. 14 |
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At The Podium

Plan for the Worst, Hope for the Best: Premarital Agreements, Tax Law and Estate Planning Tools

Oklahoma Bar Association CLE Seminar
Oklahoma City, OK | September 27, 2019

Estate Planning Tips

2019 OBA Solo & Small Firm Conference
Tulsa, OK | June 21, 2019

Tax Increment Financing (TIF)

Oklahoma Department of Commerce’s 2018 Connect Conference and Workshop
Oklahoma City, OK | December 4, 2018

Estate Planning and Probate in Oklahoma

Texas Bar CLE 42nd Annual Advanced Estate Planning & Probate Seminar
Dallas, TX | June 12, 2018

Tax Incentives After Tax Reform

Commercial Real Estate Women Tax Reform Panel
Oklahoma City, Oklahoma | February 22, 2018

Discounting Transfer Tax Values of Interests in Family-Owned Entities

2016 Corporate Counsel Seminar
Oklahoma City, Oklahoma | December 8, 2016

Exit Planning for Closely Held Businesses: Favorite Top Ten Tax Planning Techniques

OSCPA’s Oklahoma Tax Institute
Tulsa, Oklahoma | December 4, 2015

Buying, Selling or Just Restructuring? Tax tips and pitfalls everyone should know

2015 Corporate Counsel Seminar
Oklahoma City, Oklahoma | December 3, 2015

Succession Planning for Family-Owned Businesses

Tulsa Family Business Forum
Tulsa, Oklahoma | March 2, 2015

An Inconvenient Tax and the Equal Sharing of Miseries

Oklahoma Tax Institute
Tulsa, Oklahoma | December 5, 2013

Basics of Tax Classification — Public Charities, Private Foundations, Supporting Organizations

New Challenges for Nonprofit Organizations seminar presented by the Oklahoma Bar Association and Oklahoma Center for Nonprofits
Oklahoma City, Oklahoma | September 26, 2013

Estate Planning and Probate Update

Oklahoma Bar Association Recent Developments 2012
Oklahoma City, Oklahoma | December 14, 2012

Estate Planning and Probate Update

Oklahoma Bar Association Annual Meeting
Oklahoma City, Oklahoma | November 14, 2012
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Practice Group Leader

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In The News

Former Oklahoma Tax Commission executive director Tony Mastin joins McAfee & Taft

September 17, 2019

McAfee & Taft, Susan Shields top-ranked by Chambers High Net Worth 2019

July 15, 2019

Charles Machine Works to be acquired by Toro for $700 million

February 18, 2019

Barbara Klepper accepted into ACTEC Heart of America Fellows Institute

October 29, 2018

McAfee & Taft, Susan Shields top-ranked by Chambers High Net Worth 2018

July 20, 2018

Tax reform act is creating incentives in low-income ‘Opportunity Zones’

The Oklahoman | February 15, 2018

Tax amnesty program implemented to encourage compliance

The Oklahoman | May 31, 2017

McAfee & Taft adds tax paralegal Yanira Sanchez

May 22, 2017

Shields wins Journal Record Award

The Journal Record | May 2, 2016

Tax attorney Lacey Stevenson joins McAfee & Taft

April 28, 2016

Separation of shop talk and supper

The Journal Record | May 5, 2015

Employers get IRS advice, fee cut on fixing retirement plan errors

The Oklahoman | April 10, 2015

Family business: Communication key to succession planning, panelists say

The Journal Record | March 4, 2015

Planning ahead: Family businesses need to prepare for change

The Journal Record | May 6, 2014

Susan Shields named 2013 president of Oklahoma Bar Foundation

January 31, 2013

Corporate attorney Richard Johnson joins firm

January 9, 2013

McAfee & Taft to host webinar on the rising costs of misclassifying independent contractors

November 13, 2012

Tax attorney Jeremy Black joins McAfee & Taft

November 6, 2012

Big lottery win could easily be followed by big loss

USA Today | March 30, 2012

What to do after you hit the Mega Millions jackpot

Associated Press | March 29, 2012

Health care reform may affect taxes

The Oklahoman | April 18, 2010

Proper estate planning can help families prevent costly disputes

The Oklahoman | February 26, 2010

Will offers courts direction in how final affairs are handled

The Oklahoman | August 21, 2009

Attorney Susan Shields Joins McAfee & Taft

April 4, 2008

Old school vs. business casual

The Journal Record | February 21, 2008

Seminar to Focus on Tax-Deferred Property Exchanges

July 13, 2006

Richard Craig quoted in article on lottery jackpot winnings

The Oklahoman | October 23, 2005

Blake quoted in Forbes article on S Corps audits

Forbes | August 18, 2005

Alan Holloway quoted in Oklahoman on forthcoming IRS audit of S Corporations

The Oklahoman | August 3, 2005

Richard Craig to Speak at OBA Seminar in Ardmore

May 13, 2005

Alan Holloway quoted in Oklahoman article

The Oklahoman | November 16, 2004
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Media

Veteran tax policy expert Tony Mastin

Welcome, Tony Mastin!

September 16, 2019