Tax and Family Wealth

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  • Team

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.

Michael K. Avery
Of Counsel
(405) 270-6012
Jeremy M. Black
(405) 552-2289
T. Michael Blake
(405) 552-2317
Blaine W. Brewer
(405) 552-2312
Jennifer H. Callahan
Shareholder, Director, Industry Group Leader
(405) 552-2225
Steven P. Cole
(405) 552-2230
Richard D. Craig
Shareholder, Practice Group Leader
(405) 552-2349
Bonner J. Gonzalez
Shareholder, Practice Group Leader, Industry Group Leader
(405) 552-2347
Allison Meinders Harvey
(405) 552-2338
Matthew B. Hickey
Of Counsel
(405) 552-2264
Frank D. Hill
Of Counsel
(405) 552-2259
Alan G. Holloway
(405) 552-2344
Richard D. Johnson
(405) 552-2204
Tony Mastin
Of Counsel
(405) 552-2353
Dee A. Replogle, Jr.
Of Counsel
(405) 552-2261
Christopher M. Scaperlanda
(405) 552-2356
John N. Schaefer
Of Counsel
(405) 235-9621
Susan B. Shields
(405) 552-2311
Joel D. Stafford
Of Counsel
(405) 552-2350
Jeff L. Todd
Of Counsel
(405) 552-2269


Shawn Hester
(405) 228-7674


Business person signing a contract
Snow plow on a city street during winter storm
Person reviewing tax documents
U.S. Capitol Building
U.S. Capitol Building

Maintaining Oklahoma tax incentives after COVID-19

McAfee & Taft LINC |

IRS provides further filing and payment extensions due to COVID-19

McAfee & Taft LINC |

Sales Tax Relief from Liability in Oklahoma

Council on State Taxation |

IRS temporarily accepting scanned signatures and allowing e-mail transmission for certain documents

McAfee & Taft LINC |

Employer tax withholding responsibilities under the Families First Coronavirus Response Act

McAfee & Taft LINC |

CARES Act expands COVID-19 Economic Injury Disaster Loan Program

McAfee & Taft LINC |

CARES Act impact on Oklahoma tax code

McAfee & Taft LINC |

IRS announces temporary relief for taxpayers within its tax collection and audit functions

McAfee & Taft LINC |

Does your personal preparedness plan include a durable power of attorney?

McAfee & Taft LINC |

CARES Act stimulus package to provide relief to taxpayers, businesses

McAfee & Taft LINC |

Oklahoma ad valorem tax payment deadline extended due to COVID-19

Council on State Taxation |

Curbside sales of packaged beer and wine by Oklahoma restaurants permitted, subjected to state and local taxes

Council on State Taxation |

COVID-19: Fast Facts on the Tax Front

McAfee & Taft LINC Alert |

Oklahoma income tax filing dates delayed due to COVID-19

McAfee & Taft LINC Alert |

Oklahoma Tax Commission defers tax payments due to COVID-19

McAfee & Taft LINC Alert |

Tax credits under new coronavirus (COVID-19) law

McAfee & Taft LINC Alert |

Sales and Use Tax Treatment of Delivery Charges

Council On State Taxation |

New Oklahoma Remote Seller Requirements Effective November 1

McAfee & Taft State and Local Taxation Update |

Every action has a reaction, even in the tax world

The Journal Record |

States to benefit from collection of online sales taxes

The Journal Record |

Proposed IRS regulations will limit valuation discounts for family-held entities

Tax & Family Wealth Update |

Significant changes in tax rates in store for 2013 and beyond

McAfee & Taft AgLINC |

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


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 |

At The Podium

Oklahoma Tax Update

OSCPA's 2022 Oklahoma Tax Institute
Norman, OK | December 2, 2022

Oklahoma Tax and Legislative Update

OSCPA - Oklahoma City Chapter Fall Seminar
Oklahoma City, OK | September 22, 2022

Oklahoma State Update

TXCPA CPE Summit 2022
Irving, TX | August 23, 2022

2021 Tax Update and Tax Challenges for Employers with Remote Employees

2021 Corporate Counsel Seminar
Oklahoma City, OK | December 2, 2021

2021 Tax Update and Tax Challenges for Employers with Remote Employees

2021 Corporate Counsel Seminar
Tulsa, OK | December 1, 2021

Individual Income Tax (3-Hour Course)

University of Oklahoma College of Law | 2021 Fall Semester

Oklahoma Tax Update

Oklahoma Tax Institute
Norman, OK | December 3, 2020

Oklahoma Tax Update

Small Firms Summit
Oklahoma City, OK | October 23, 2020

Tax Equity Investment—Past, Present & Future

Mineral Lawyers Society of Oklahoma City | May 20, 2020

Sales and Use Taxes in Oklahoma: What taxes nonprofits need to be charging and paying

Oklahoma Association of Community Action Agencies' 2020 Spring Conference
Oklahoma City, OK | March 5, 2020

Oil & Gas Taxation (2-Hour Course)

Oklahoma City University School of Law | 2020 Spring Semester

Hot and Emerging State and Local Tax Issues

2019 Corporate Counsel Seminar
Oklahoma City, OK | December 5, 2019

Hot and Emerging State and Local Tax Issues

2019 Corporate Counsel Seminar
Tulsa, OK | December 4, 2019

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

Four Things Every Oil and Gas Lawyer Should Know About Tax

Mineral Lawyers Society of Oklahoma City | May 21, 2015

Legal Update: Trust Preferred Securities

Oklahoma Bankers Association Leadership Forum and Annual Convention
Oklahoma City, OK | May 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

Practice Group Leader


In The News

Best Lawyers names 14 McAfee & Taft attorneys 2023 ‘Lawyers of the Year’ in 16 practice areas

August 25, 2022

McAfee & Taft, Susan Shields top-ranked by Chambers High Net Worth 2022

July 14, 2022

Joel Stafford returns to McAfee & Taft’s Tax & Family Wealth Group

March 21, 2022

Matthew Hickey joins McAfee & Taft’s top-ranked Tax & Family Wealth Group

March 8, 2022

McAfee & Taft, Susan Shields top-ranked by Chambers High Net Worth 2021

July 23, 2021

Baker Hughes donates Energy Innovation Center to Oklahoma State University

August 3, 2020

McAfee & Taft, Susan Shields top-ranked by Chambers High Net Worth 2020

July 9, 2020

COVID-19 puts business tax incentives at risk

The Oklahoman | May 15, 2020

Chambers USA 2020 honors McAfee & Taft as top-ranked firm, 32 attorneys singled out for individual honors

April 23, 2020

Tax collection requirements change for remote sellers

The Oklahoman | December 10, 2019

McAfee & Taft’s Corporate Counsel 2019 Seminar draws hundreds of in-house lawyers

December 9, 2019

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

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