Brian A.  Clark, CPA
Associate

As a business lawyer and CPA, I can translate highly technical tax and legal concepts into relatable terms for my clients and serve as a true strategic advisor on the complex challenges they face throughout the life cycle of their businesses. 

With a unique background in business law and accounting, Brian Clark guides clients through a broad range of matters that impact their businesses, including tax planning and corporate transactions. He advises clients on the federal income tax consequences of a variety of transactions, including the acquisition and disposition of businesses and assets, structuring joint ventures and partnerships, and business succession planning.

Brian has assisted in structuring numerous private equity transactions, representing both buyers and sellers across several industries, ranging from payment-processing technology and software development to refinery contracting and energy services. He also has substantial experience providing tax and transactional advice to technology companies, as well as structuring joint ventures between for-profit and non-profit organizations.

In addition to his tax planning and transactional practice, Brian advises clients on a variety of corporate and commercial law matters, including corporate governance, choice of entity and asset protection. He also frequently handles Affordable Care Act controversies, including employer shared responsibility payment and penalty assessments.

Brian is licensed to practice law in Texas and Louisiana, and he previously worked as a CPA at a Big Four accounting firm. He is a regular speaker on federal income tax issues at events throughout Texas.

Representative Experience

M&A and Joint Venture

  • Counsel to industrial and environmental services provider in a $65 million acquisition of all of the equity securities of a competitor, including a partial equity rollover by certain founders into the acquirer and the restatement of term and revolving credit facilities in order to fund the acquisition
  • Counsel to owner of title insurance company in connection with sale of company to publicly traded title insurance and real estate services company
  • Counsel to developer of 500 unit multifamily project in its land acquisition, tax planning, development and construction matters, $50MM construction financing, and $35MM equity investment
  • Counsel to Tri-State Vacuum and Rental in connection with its acquisition of Key Energy's Haynesville shale waste water management division, and the financing of the acquisition provided via seller financing and an equity investment by CIC Partners, a Dallas-based private equity firm
  • Counsel to national pathology practice and laboratory in acquisition of New England dermatopathology practice and laboratory
  • Counsel to founders of software development company in $25 million sale of majority equity stake to a private equity fund
  • Counsel to sellers of payment processing companies in exit transaction with a national bank
  • Counsel to purchaser of IP holding company and execution of a subsequent joint venture with a tax-exempt private foundation
  • Counsel to founders of industrial maintenance company in $80 million sale to strategic buyer

Corporate and Transactional Work

  • Formation of corporations, LLCs, partnerships, and nonprofit entities
  • Drafting partnership and LLC agreements
  • 1031 exchanges
  • Obtaining IRS exemption determination letters

Tax Planning and Controversy

  • Federal income tax planning for businesses and owners
  • ACA controversy
  • Sales and use tax controversy
  • Providing advice for inbound and outbound transactions
  • Compensation planning
Thought Leadership / News
November 8, 2023 
 Speeches and Presentations
From Bricks & Mortar to Bits & Blocks: Real Estate’s Digital Evolution

Financial Executives International - Real Estate Special Interest Group - Dallas Chapter

August 23, 2022 
 Speeches and Presentations
Digital Asset, Foreign Account Reporting and Real Estate Tokenization Update

TXCPA Summit

Honors
  • Named a Rising Star by Texas Super Lawyers (a Thomson Reuters company) as published in Texas Monthly and Texas Super Lawyers magazines (2022 - 2023)
  • Selected by his peers for inclusion in Woodward/White, Inc.'s The Best Lawyers in America "Ones to Watch" in the field of Tax Law (2021 - 2024)
Organizational Involvement
  • State Bar of Texas Tax Section
  • Dallas Bar Association
  • Texas Society of CPAs
  • Dallas CPA Society
  • Louisiana State Bar Association
Education
  • LL.M., New York University School of Law (2018)
  • J.D., magna cum laude, Louisiana State University, Order of the Coif (2014)
  • M.A., Accounting, Texas Christian University (2006)
  • B.B.A., Accounting, Baylor University (2005)
Judicial Clerkships
  • Externship - Honorable Chief Judge Brian A. Jackson of the United States District Court for the Middle District of Louisiana

Bar Admissions
  • Texas
  • Louisiana
Court Admissions
  • United States Court of Appeals, Fifth Circuit
  • United States District Court, Eastern District of Louisiana