Exall Legal Advisors, PLLC

B. Jason Forshee

B. Jason Forshee

Member

B. Jason Forshee is a seasoned transaction attorney with more than 20 years of experience in both top-tier law firm and in-house environments representing clients in domestic and international corporate mergers, reorganizations, acquisitions and divestitures; joint ventures; securities offerings and other corporate finance transactions; business entity formations; and private equity and other investment fund formations. Jason also regularly counsels clients in everyday matters, including corporate governance, corporate and partnership/LLC law issues and commercial agreements.

In addition to his corporate law practice, Jason holds a Master of the Laws (LL.M.) degree from Georgetown University Law Center in Taxation and regularly advises clients on the federal, state and local and international tax aspects of various business transactions, including corporate mergers, reorganizations and acquisitions, formation of investment funds, acquisitions and dispositions of portfolio companies, partnership mergers and conversions, portfolio debt investments and workouts, choice of business entity and real estate transactions.

In addition, Jason has advised clients with regards to various tax controversy matters at the federal, state and local levels including redetermination hearings, dispute resolution conferences, offers in compromise, voluntary disclosures, and franchise tax refund litigation.

Prior to joining Exall, Jason was a corporate and tax partner in Egan Nelson LLP, Patton Boggs LLP and Strasburger & Price LLP and served as in-house Senior Tax Counsel at Dell Inc.

Education

  • Georgetown University Law Center, Washington, D.C., LL.M., 1999

    (Taxation), with distinction

  • University of Mississippi School of Law, University, Mississippi, J.D., 1997

    Executive Editor, Mississippi Law Journal

  • Mississippi College, Clinton, Mississippi, B.S., summa cum laude, 1994

Honors

    • Best Lawyers in Dallas (Tax), D Magazine (2016)
    • Texas Super Lawyers Rising Stars (Tax), Thomson Reuters (2005, 2006)
    • Strasburger Business Associate Award (2002-2004)

    Associations

    • State Bar of Texas
    • Dallas Bar Association
    • The Mississippi Bar

    Judicial Clerkships

    • Hon. James W. Smith, Jr., Chief Justice, Supreme Court of Mississippi, 1997-1998

    Presentations

    • Presenter, “Acquiring a Business: Stock Purchase v. Asset Purchase,” Strasburger’s Tax Symposium, San Antonio and Dallas, TX (2005)
    • Presenter, “The Partnership Disguised Sale Rules,” Strasburger’s Tax Symposium, San Antonio and Dallas, TX (2004)
    • Presenter, “Mergers with Disregarded Entities and Certain State and Local Tax Issues,” Strasburger’s Tax Symposium, Dallas, TX (2003)
    • Presenter, “Traps to Avoid in State and Local Taxation,” Strasburger’s Tax Symposium, San Antonio and Dallas, TX (2002)

    Publications

    • Co-Author, 1999 State and Local Tax Important Developments – Mississippi, The St. & Loc. Tax and Law., Vol. 5 (2000)
    • Author, Treasury Regulations Section 1.856-3(g) v. The Provisions of Subchapter K: Should Economic Effect Control the Determination of a REIT’s Gross Income from an Operating Partnership for Section 856 Income Testing, Georgetown University Law Center Graduate Tax Program Graduate Paper, Unpublished (1999)