| Donald F. Wood |
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Experience | Education | Recognition | Activities
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Biography
Don is the Administrative Partner of the firm's Austin office. His practice is focused on the resolution of tax controversies with the Internal Revenue Service, including litigation before the U.S. Tax Court and U.S. Court of Federal Claims, and personal income tax and estate planning. He has handled numerous income, estate, and gift tax cases before various IRS appeals offices. He deals extensively with the National Office of the IRS on the settlement of tax disputes, and also has litigated several tax cases in the U.S. Tax Court, U.S. District Court, and U.S. Court of Federal Claims. He has spoken frequently on the use of mediation to resolve tax disputes and is recognized as one of the country's experts in that area.
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Representative Experience
Tax Controversies
Case Citations | View All
- Serves as lead counsel in a U.S. Tax Court case involving the valuation of a closely held oil and gas company; the proposed value adjustment is approximately $10 million
- Serves as lead counsel to an estate claiming very significant valuation discounts of a thinly traded over-the-counter stock
- Successfully resolved at the Appeals level a proposed pension plan disqualification matter with no payment by the client and no disqualification of the plan
Personal Income Tax and Estate Planning
View All- Provide continuing tax representation for a husband and wife with an estate in excess of $400 million
- Provide continuing tax representation for a client with an estate in excess of $1.2 billion
- Provide continuing tax representation for a client with significant multi-generation planning and assets in excess of $150 million
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Results depend upon the facts of each case.
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Education and Professional Background
- Harvard Law School, J.D. cum laude, 1969
- Washington University, B.S.B.A. Accounting, 1966
- Admitted to practice: Texas, 1970; U.S. Tax Court; U.S. District Court; U.S. Court of Federal Claims
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| Professional Recognition |
Activities and Affiliations
View All
- Fellow: American College of Tax Counsel
- Member: Court Procedure Committee, American Bar Association; Section of Taxation, State Bar of Texas; Houston Bar Association; National Conference of Lawyers and CPAs
- Faculty member: numerous professional meetings, including the United States Tax Court Judicial Conferences and National Institute of Trial Advocacy Program on Tax Court Litigation
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