Representative Matters
Currently representing oil & gas service providers seeking refund of sales and use taxes paid on equipment used in saltwater disposal facilities.
Represents software service providers in disputes regarding the taxation of SaaS, and the line between the taxable sale of software and the nontaxable sale of software services performed on software not sold by the service provider.
Represents construction companies in audit and refund disputes related to sales and use tax.
Represents numerous restaurants, bars, nightclubs, hotels, restaurants and private clubs in audit disputes related to Texas mixed beverage taxes.
Resolved multi-million dollar audit and refund dispute for chemical manufacturer.
- Member, Texas Law Review
- Recipient, Robert S. Strauss Endowed Presidential Scholarship in Law
- Presenter, “Texas Mixed Beverage Audits”, Annual Convention, Texas Bar and Nightclub Alliance, 2015, 2017, 2018, 2019, 2021
- Presenter, “Recent Developments in Texas: Issues and Opportunities,” with Robert Topp of Deloitte Tax, LLP and Eric Hagenswold of SD&M, Council on State Taxation, West Regional State Tax Seminar, Houston, TX August 8, 2019
- Co-Author, “Hot Topics for Retailers,” IPT Annual Conference, San Antonio, TX, June 25, 2019
- Presenter, “National State Tax Cases and Issues,” with Ferdinand Hogroain of COST, Council on State Taxation Regional Seminar, Houston, TX, August 14, 2017
- Presenter, “State Tax Policy Update: Including the State Tax Implications of Federal Tax Reform,” with Doug Mazuir of KPMG, Council on State Taxation Regional Seminar, Houston, TX, August 14, 2017
- Co-Author, “Lonestar State Update,” presented by Curtis Osterloh of SD&M and Kirk Lyda of Jones Day, COST 2017 Sales Tax Conference
