Dan G. Baucum

Special Tax Counsel
2500 Dallas Parkway
Suite 600
Plano, TX 75093
972.378.9111

Dan seamlessly merges business and legal acumen to aid his clients with tax planning, business issues and federal tax disputes. He also consults with legal and accounting professionals on federal tax matters and IRS practices. After establishing a successful law career in Dallas, Dan moved to Washington, D.C., when he was appointed Special Assistant to the IRS Assistant Chief Counsel (Passthroughs & Special Industries). He assisted with rulemaking and policy decisions affecting passthrough entity tax issues and estate and gift tax issues by drafting and reviewing proposed regulations, revenue rulings, private letter rulings and IRS Chief Counsel notices. Since returning to Dallas in 1997, he has advised clients on a full array of tax planning and business transactions.

Recognized for his deft, comprehensive knowledge of LLCs, limited partnerships, S corporations and other business entities, Dan advises clients with federal tax issues and structuring challenges commonly faced by closely held businesses, private equity firms, investors and startups. His experience lends itself to a wide variety of businesses and industries, including technology companies, real estate developers and investors, wholesale and retail outlets, logistics companies, service providers, professionals, private equity investors and family offices, to name just a few. Dan has taught classes as an Adjunct Professor at Georgetown Law’s Graduate Tax Law Program, SMU Law School and Baylor Law School. He speaks frequently before legal, accounting and tax professionals.

Practice Areas

Transactional Law

Admitted to Practice

State Bar of Texas
United States Supreme Court
United States Court of Appeals for the Fifth Circuit
United States District Court for the Northern District of Texas
United States Tax Court

Education

New York University, LL.M (Taxation)
Southern Methodist University, J.D.
Southern Methodist University, B.B.A.

Recognition, Honors, and Achievements

Chair Elect, State Bar of Texas Tax Section
Fellow, American College of Tax Counsel
Former Chair, Dallas Bar Tax Section
Woodward/White, Inc. – Best Lawyers in America, Texas’ Best Lawyers, Tax Law (2019, 2020, 2021)
D Magazine – Best Lawyers in Dallas, Taxation (2009, 2011, 2014)
Fort Worth Business Press – Power Lawyer (2014)
State Bar of Texas – Distinguished Service Award, Tax Section (2013, 2018)
Texas Lawyer – Five Top Notch Lawyers, Taxation (2012)

Presentations and Published Writings

Starr, Schmalz, Baucum, & Crnkovich, 725 T.M. [1st] Limited Liability Companies (BNA Tax Mgmt. Portfolio)
Dan G. Baucum & Peter K. Scott, “How to Survive a Large Case Audit Under Revised IRS Guidelines,” Journal of Taxation, August 1993
Visiting Adjunct Professor of Law, Baylor Law School Business Law Boot Camp (2020)
Speaker, “Target Allocations for the Rest of Us,” UT Law CLE, LLCs, LPs and Partnerships (2020)
Speaker, “Fixing Terminated S Corp Elections,” State Bar of Texas Advanced Tax Law Course (2019)
Speaker, “Carrying on About Carried Interests,” UT Law CLE, LLCs, LPs and Partnerships (2019)