Claude Wilson, Jr.
Of Counsel

I enjoy working with CPAs and other tax lawyers to help take their cases across the finish line in courts across the country. 

A Certified Public Accountant and a Board Certified Tax Law attorney certified by the Texas Board of Legal Specialization, Claude Wilson's extensive experience includes significant tax cases in courts throughout Texas and across the United States.

Claude represents all forms of business entities and individuals in both tax planning and tax controversy matters. This includes civil and criminal tax litigation, as well as administrative practice matters before the Internal Revenue Service (IRS). He also has expertise in accountant malpractice issues and representation of CPA's before the Texas State Board of Public Accountancy. He has handled state tax cases before the State Comptroller's office. For example, he got the Texas sales tax on movie theaters held unconstitutional and as a result, clients received $61 million. He has also successfully handled local property tax cases for numerous automobile dealers. 

Earlier in his career, Claude was the chief trial attorney for the IRS in Washington, D.C. In this position, he tried the IRS's largest tax cases wherever they were located in the United States. He was appointed to this position by Bobby Kennedy, President Kennedy's brother. In this position, he tried the IRS's largest tax cases wherever they were located in the United States. In addition to large dollar cases, Claude handled cases involving organized crime figures and other high profile individuals. He tried the tax case against the Communist Party of the United States in New York City and was successful in getting the CPA from the Communist Party of the USA to defect. For this case, he dealt with all of the former presidents and prime ministers for the Eastern European countries who were in power at the time they were taken over by the communists. He received guidance from the FBI, CIA, House Un-American Activities Committee of Congress and the US Secretary of State's office. Claude won this case and in fact, he never settled a case or lost a case for the IRS. 

In 1987, when The People's Republic of China was moving toward capitalism, they decided to study the tax systems of the United States, Switzerland and France. The Chinese government requested the American Bar Association's Section on Taxation to send representatives to their country. The ABA selected Claude as its ABA Tax Section Tax Controversy Specialist.

 As a CPA, he served as President of the Dallas CPA Society, President of the Texas Society of CPAs and as a member of the Tax Executive Committee of the American Institute of CPAs. As an attorney, he served as President of the Section of Taxation of the Dallas Bar Association. He also served as Chairman of the Appropriations and Taxes Committee of the Greater Dallas Chamber of Commerce, as well as having served as Chairman of the Dallas District Directors IRS Advisory Staff. Claude is active in various charitable and civic organizations, having served as a Trustee of St. Michael and All Angels Foundation, Treasurer of the St. Phillips School, as well as a member of its Board of Directors, Chairman of the Dallas Historical Society, a member of the Board of Governors of the Dallas Symphony Orchestra, member of the Finance Committee of the City of University Park, a member of the Finance Committee of the Dallas Arboretum and Botanical Society, and as a member of the Board of Trustees for the Utley Foundation.

Representative Experience
  • Texas State Tax – Successful in having Texas admission tax to movie theaters declared unconstitutional and recovering a refund of $62,000,000, which at the time was the largest refund ever paid.
  • Arkansas State Tax – Successful in getting Governor Bill Clinton having sales tax on film rental repealed.
  • Federal excise tax on diesel fuel successfully exempted for Texas RR.
  • Successful in reducing ad valorem tax on a large group of car dealers in Dallas County.
  • Successful in getting federal criminal indictment against oil man in Mississippi dismissed by proving to the IRS that their key witness was a tax cheat.
  • Succeeded in federal estate tax case for Texas rancher in proving that his land could not be partitioned.
  • Succeeded in California employment tax case by proving that public company was not liable for civil or criminal penalties for employing 360 illegal immigrants.
  • Succeeded in getting an acquittal of the president of a Texas bank who was charged with income tax fraud.
  • Succeeded in blocking a criminal customs case for a Texas wholesaler and in getting the civil case for fraud penalties reduced from $5,500,000 to $50,000.
  • While working for the IRS, never settled a case nor lost a case while representing the government in their largest and most sensitive cases.
  • Succeeded in a number of cases which he had won in the U.S. Tax Court in getting the court to require the IRS to pay attorney fees of the taxpayer.
  • Succeeded in blocking a potential criminal case by the IRS by proving that the money on which tax had not been paid had been embezzled by the company’s CFO.
Thought Leadership / News
Honors
  • AV Preeminent® rated, by Martindale-Hubbell (the highest peer reviewing rating Martindale-Hubbell offers)
  • Who’s Who in America (1998)
  • Who’s Who in American Law (1994 - 1995)
  • Who’s Who in the World (1993 - 1994)
Organizational Involvement

Professional Involvement, Memberships & Affiliations

  • North Dallas Chamber of Commerce
    • Former Board of Directors Member
  • Dallas Chamber of Commerce
    • Former Chairman, Tax and Financial Committee
    • Former Chairman, Appropriations and Taxes Committee
  • Dallas CPA Society
    • Former President 
  • Texas Society of CPA
    • Former President 
  • Dallas Bar Association
    • Former President, Tax Section

Community Involvement, Memberships & Affiliations

  • The City of University Park
    • Finance Committee 
  • Park Cities Rotary Club
  • Head Start of Greater Dallas 
    • Former Board of Directors Member
  • St. Phillips School & Community Center
    • Board of Directors, Former Treasurer
  • Dallas Symphony
    • Former Board of Governors Member
  • National Kidney Foundation - Dallas
    • Former Finance Committee Member
  • Dallas Arboretum and Botanical Society
    • Former Chairman, Finance Committee
  • Dallas Genealogical Commission
    • Former Board of Directors Member
  • Dallas Genealogical Society
    • Former Chairman
  • Sons of Republic of Texas
    • Former Dallas Chapter President
  • Dallas Opera
    • Fromer Chairman, Finance Committee
Education
  • J.D., Southern Methodist University Dedman School of Law (1956)
  • B.B.A., Southern Methodist University Cox School of Business (1954)
Bar Admission
  • Texas
Court Admissions
  • United States Supreme Court
  • United States Court of Appeals, D.C. Circuit
  • United States Court of Appeals, Fifth Circuit
  • United States Court of Appeals, Ninth Circuit
  • United States Court of Appeals, Eleventh Circuit
  • United States Court of Federal Claims
  • United States Tax Court
  • United States Court of Appeals, Federal Circuit
  • United States Court of International Trade
  • United States Military Court of Appeals
  • United States District Court, Northern District of Texas
  • United States District Court, Southern District of Texas
  • United States District Court, Eastern District of Texas
  • United States District Court, Southern District of New York
  • United States District Court, Southern District of Mississippi
  • United States District Court, Eastern District of Louisiana