Bob Jackson is leader of the Tax, Employee Benefits, and Trust & Estates practice, a group he established when he joined the firm in 1969. He develops strategies with businesses, individuals, and non-profit entities to maximize their resources, sustain profitable growth, and reduce tax obligations.

Bob counsels all types of businesses on compliance issues, including audits, ruling requests, and enforced collections of tax delinquencies. He is well-versed in IRS procedures and methodically and persistently uses that knowledge to sort out tax liability issues. In one example, he managed and successfully settled one client’s federal estate tax audit involving more than $20 million in disputed taxes.

For clients who wish to protect themselves in the event of an audit, Bob issues tax opinion letters to assist them in operating according to tax law. His insights have been instrumental in advice for an underwriter who wanted to ensure that interest on securities would be deductible and for a client who enjoyed a rental deduction due to REIT rules.

Not-for-profit organizations that contend daily with maintaining and managing their tax-exempt status look to Bob for assistance in applying for 501(c)(3) exemptions and in preparing annual Form 990 returns. He also counsels them during audits to help preserve exemptions and provide peace of mind.

Bob handles individuals’ personal legal needs including advice and transactions related to taxes, trusts, estate plans, probate avoidance, and other personal affairs. And when the unexpected or unplanned occurs, he uses post-mortem techniques and tools to increase the amount passed to the decedent’s surviving family.