Jason B. Freeman

Mr. Freeman, a dual-credentialed attorney-CPA, author, law professor, and trial attorney, is the firm’s founding and managing member. He represents clients in litigation and disputes, with a particular focus on federal and state tax controversies, as well as white-collar and financial disputes, both civil and criminal. He also advises and assists clients with tax and regulatory compliance, including domestic and international tax and regulatory reporting requirements.

Recent litigation experience includes serving as trial counsel in a criminal tax evasion and conspiracy jury trial in the Federal District Court for the United States Virgin Islands. In addition, Mr. Freeman represents clients in appellate matters, recently serving as lead appellate counsel, presenting oral argument in a case before the United States Court of Appeals for the Third Circuit.

Mr. Freeman has been recognized multiple times by D Magazine as one of the Best Lawyers in Dallas for tax law, and by Super Lawyers and Texas Monthly magazine as a Rising Star in tax law.  In recognition of his professional accomplishments, he was named the 2015 Young CPA of the Year in the State of Texas by the Texas Society of CPAs (TSCPA) (an award given to only one CPA in the state of Texas under 40) during the TSCPA’s centennial year.

Mr. Freeman serves on the law faculty at Southern Methodist University’s School of Law, where he teaches a course in the law of federal income taxation. He is a frequent public speaker across the country, presenting and educating on various legal topics. He is the President of the North Texas chapter of the American Academy of Attorney-CPAs, serves as a board member of the TSCPA’s Executive Board, and sits on the Board of Directors for the Dallas Society of CPAs. He is an editor on the TSCPA Editorial Board and serves as the Tax Topic Columnist for Today’s CPA Magazine. He is also very involved with the tax sections of the Texas State Bar and the American Bar Association.

Leveraging his CPA background, Mr. Freeman often represents clients in complex financial and regulatory matters that involve sophisticated forensic accounting analyses. He has handled more than a hundred IRS audits and other investigations, and has represented clients facing a broad array of tax and white-collar or financial-related charges, including tax evasion, bank fraud, money laundering, Bank Secrecy Act violations, securities fraud, computer intrusion and Medicare fraud, as well as clients in disputes with the Securities & Exchange Commission (SEC). He also represents clients in asset forfeiture cases.

Our Awards

Super Lawyers is a Thomson Reuters service.

D Magazine is a D Magazine Partner service.

  • J.D., High Honors and Order of the Coif, The University of Texas School of Law, 2009
    • Student Clerk, Justice Nathan L. Hecht, Texas Supreme Court
    • Articles and Notes Editor, Texas International Law Journal
    • Research Assistant, Professor Stanley M. Johanson
  • M.P.A., Accounting, The University of Texas, 2005
  • B.B.A., The University of Texas, 2005
  • State Bar of Texas
  • United States Supreme Court
  • United States District Court for the Western District of Texas
  • United States Tax Court
  • United States District Court for the Northern District of Texas
  • United States District Court for the Eastern District of Texas
  • United States District Court for the Southern District of Texas
  • United States District Court for the Northern District of Illinois
  • United States Court of Appeals, Third and Seventh Circuits
  • Best Lawyers in Dallas, D Magazine, 2016 Tax (As published by D Magazine, a D Magazine Partners service)
  • Best Lawyers in Dallas, D Magazine, 2015 Tax (As published by D Magazine, a D Magazine Partners service)
  • Super Lawyers Rising Stars 2016, Tax Law, Super Lawyers Magazine (Super Lawyers is a Thomson Reuters service)
  • Super Lawyers Rising Stars 2014, Tax Law, Super Lawyers Magazine (Super Lawyers is a Thomson Reuters service)
  • Young CPA of the Year Award, 2015, Texas Society of CPAs
  • Rising Star, 2014 Texas Society of CPAs
  • Committee Member of the Year, Dallas CPA Society, 2014
  • Member Spotlight:  AICPA’s Tax Section Feature Member, Dec. 2014
  • State Bar of Texas Tax Section Leadership Academy, 2014
  • TSCPA “A Day in the Life” Feature Member, Jan. 2015
      • American Bar Association Section of Taxation Criminal Justice Section
      • State Bar of Texas
        Section of Taxation
        Vice-Chairman of the Committee on Government Submissions
        Continuing Legal Education Committee (past member)
        State Bar of Texas Tax Section Leadership Academy (past graduate)
      • Dallas Bar Association
        Co-Chairman of the Bench Bar Conference Committee
        DBA Judiciary Committee (past member)
      • Dallas Association of Young Lawyers
        DAYL Judiciary Committee (past member)
        DAYL Leadership Class (past graduate)
      • American Institute of Certified Public Accountants
        Tax Practice & Procedures Committee
        Tax Legislation and Policy Committee (past member)
      • Texas Society of Certified Public Accountants
        Member of Executive Board of Directors (2016-2019)
        Director at Large (2014 – 2016)
        Editorial Board
        Federal Tax Policy Committee
        Comments Subcommittee
        Legislative Advisory Committee (2015-2016)
        Young CPAs and Emerging Professionals Committee
      • Dallas CPA Society
        Board of Directors
        Chairman CPE Committee
        Public Affairs Committee
        Board Member of Leadership Development Academy Task Force
        Graduate of Leadership Development Academy
        Young Professionals Group Committee (past)
      • American Association of Attorneys-Certified Public Accountants
        President of North Texas Chapter
      • Dallas Regional Chamber of Commerce
        DRC Young Professionals Board Member
        Co-Chair DRC Young Professionals Policy Committee
        Leadership Development Program (past graduate)
        DRC Economic Policy Committee
      • Dallas Margarita Society, d.b.a. Dallas Children’s Charities
        Member, 2015
      • Texas Exes
      • Dallas Museum of Arts Junior Circle Member (past member)
      • National Association of Criminal Defense Lawyers (NACDL)
        Graduate of NACDL’s 2012 White Collar Criminal Defense College
      • McCombs Alumni Network Dallas Chapter
        Past Board Member, Head of Corporate Relations
      • YMCA Volunteer
        Past Volunteer Teacher of Financial Empowerment Class
        Past Volunteer Teacher of Tax Credit Workshop
  • The Evolution of Partnerships and Partnership Audits, Today’s CPA, March 2016
  • The IRS Budget: Taking Stock, Today’s CPA, January 2016
  • The New Highway Trust Fund Bill Paves the Way for Major Tax Compliance and Return Due Date Changes, Today’s CPA Magazine, November 2015
  • The U.S. and BEPS: Hurry Up and Slow Down, Today’s CPA Magazine, September 2015
  • A Look Back at More than a Century:  The Federal Income Tax, Today’s CPA, July 2015
  • One Step Forward and Two Steps Back:  Identify Theft and Taxes, AICPA Tax Section, June 2015
  • Guiding Clients Through the Offshore Voluntary Disclosure Program, The Tax Advisor,  AICPA, April 2015
  • The Perfect Storm: Has the Tide Turned Against Offshore Tax Evasion?, The Texas Tax Lawyer, Winter 2015 Ed., Vol. 42, No. 2, Part 1, March 2015
  • The Taxpayer Advocate Service:  Taxpayers’ Voice at the IRS, AICPA Tax Section Newsletter, February 2015
  • The Perfect Storm: Has the Tide Turned Against Offshore Tax Evasion?, Today’s CPA, January 2015 (Cover Story)
  • Voluntary Disclosures and Streamlined Relief, Meadows Collier Newsletter, November 2014
  • Funding the Taxman—A Brief Foray Into the IRS Budget Debate, AICPA Tax Section Newsletter, October 2014
  • Uncle Sam Wants You—To Pay Your 3.8 Percent Tax On Net Investment Income! Meadows Collier Newsletter, December 2013
  • What Role Should the Guidelines Play in Sentencing White-Collar Offenders?, ABA White Collar Crime Newsletter, Winter 2013 Edition
  • Five Things (and Then Some) Every Lawyer Should Know About Tax Law, Texas Young Lawyers Association E-Newsletter, August 2013
  • Five Things Every Lawyer Should Know About Tax Law, Headnotes, Dallas Bar Association, August 2013
  • There’s a First Time for Everything: First-Time Penalty Abatements—What They Are and Why You Should Care, Texas Society of Certified Public Accountants E-Newsletter, July 2013
  • Time Sensitive: Preserving More Favorable Franchise Tax Deductions Through Protective Refund Claims, Meadows Collier Newsletter, March 2012
  • No Good Deed Goes Unpunished – The Limitations and Pitfalls of Tax Code Driven Investment in the U.S. Virgin Islands, Journal of Tax Practice & Procedure, February – March 2012
  • “Time to Pay the Piper: The New Partnership Audit Rules and the
    Impact on Entities of All Sizes” – IRS Nationwide Tax Forum, San
    Diego, California – September 15, 2016
  • “Time to Pay the Piper: The New Partnership Audit Rules and the
    Impact on Entities of All Sizes” – IRS Nationwide Tax Forum,
    Orlando, Florida – September 1, 2016
  • “Understanding the Stages & Strategies in a Criminal Tax Case” –
    AAA-CPA – August 30, 2016
  • “The Bank Secrecy Act & Beyond: Understanding Currency and
    Monetary Reporting Requirements” – CPA Academy – August 25,
    2016
  • “International Tax and Asset Reporting Compliance for the
    Everyday Client” – CPA Academy – August 7, 2016
  • “Tax-Related Identity Theft” – Fort Worth Tax Institute, Fort Worth
    CPA Society – August 4, 2016
  • “The Nuts & Bolts of a Criminal Tax Case” – Bloomberg BNA – July 27,
    2016
  • “International Tax, Metroplex Practice Group” – July 26, 2016
  • “Understanding the Stages & Strategies in a Criminal Tax Case” –
    AICPA – July 19, 2016
  • “Understanding the IRS’s Offshore Voluntary Disclosure Program” – CPA Academy – June 22, 2016
  • “International Tax and Asset Reporting Compliance for the
    Everyday Client” – CPA Academy – June 7, 2016
  • “Understanding the IRS’s Offshore Voluntary Disclosure Program” – CPA Academy – June 6, 2016
  • “Understanding the IRS’s Offshore Voluntary Disclosure Program” – CPA Academy – May 20, 2016
  • “The Offshore Voluntary Disclosure Program and Related
    Procedures” – San Angelo, Texas – San Angelo CPA Society – May
    12, 2016
  • “International Tax and Asset Reporting for the Small Tax
    Practitioner” – AICPA (American Institute of CPAs) – May 10, 2016
  • “International Tax and Asset Reporting Compliance for the
    Everyday Client” – CPA Academy – May 9, 2016
  • “International Tax and Asset Reporting Compliance for the
    Everyday Client” – CPA Academy – May 4, 2016
  • “The Evolution of a Criminal Tax Case” – Washington, DC – American Bar Association Symposium April 1, 2016
  • “Understanding the IRS’s Offshore Voluntary Disclosure Program” – CPA Academy – March 18, 2016
  • CPA Academy Webinar, “International Tax and Asset-Reporting Compliance for the Everyday Client” – February 26, 2016
  • CPA Academy Webinar, “Bank Secrecy Act & Beyond – Understanding Currency and Monetary Reporting Reqs” – February 12, 2016
  • CPE in conjunction with the 2016 TSCPA Mid-Year Board Meeting, “Offshore Voluntary Disclosure Program” – January 27, 2016
  • CPA Academy Webinar, “International Tax and Asset Reporting Compliance for the Every Day Client” – December 29, 2015
  • CPA Academy Webinar, “Bank Secrecy Act & Beyond: Understanding Currency and Monetary Reporting Requirements” – December 28, 2015
  • TSCPA CPE Expo, Houston, “International Tax and Asset Reporting Compliance for the Every Day Client” – December 11, 2015
  • TSCPA CPE Expo, San Antonio, “International Tax and Asset Reporting Compliance for the Every Day Client” – December 8, 2015
  • Dallas Bar Association Tax Section, Dallas, “The Offshore Voluntary Disclosure Program and Related Procedures” – December 7, 2015
  • TSCPA CPE Expo, Arlington, “International Tax and Asset Reporting Compliance for the Every Day Client” – December 3, 2015
  • Offshore Voluntary Disclosure Program, 2015 International Tax Symposium sponsored by the International Tax Committee of the Tax Section of the Texas Bar – November 12 (Dallas) and November 13 (Houston)
  • 17th Annual MC Taxation Conference, Dallas – November 3, 2015
  • Partnership Audits & Litigation (TEFRA), Advanced Tax Law Course sponsored by the Tax Section of the State Bar of Texas – October 29, 2015
  • Offshore Voluntary Disclosure Program: An Update, The Knowledge Group Live Webcast – October 28, 2015
  • The Bank Secrecy Act & Beyond, CPE Think Tank – August 26, 2015
  • International Tax and Asset Reporting Compliance for the Everyday Client, CPA Academy – August 25, 2015
  • The Bank Secrecy Act & Beyond:  Understanding Currency and Monetary Reporting Requirements, CPA Academy – August 13, 2015
  • The IRS’s Offshore Voluntary Disclosure Program and Related Procedures, CPE Think – July 29, 2015
  • Understanding the IRS’s Offshore Voluntary Disclosure Program, CPA Academy – July 27, 2015
  • International Tax for the Everyday Client, AICPA Webcast on the Voluntary Disclosure Program – July 23, 2015
  • International Tax and Asset-Reporting Compliance for the Everyday Client, CPA Academy Live Webinar – June 15, 2015
  • International Tax and Asset-Reporting Compliance for the Everyday Client, AICPA Practitioners Symposium & TECH Conference in partnership with the AAA Practice Management Conference & AAM Summit, Orlando, FL – June 10, 2015
  • Important Criminal Tax Developments, American Bar Association Section of Taxation May Meeting, Washington, DC – May 9, 2015
  • Initiating a New Client Engagement:  What Kinds of Ethical and Practice Standards Questions Arise for a New Client Representation, American Bar Association Section of Taxation May Meeting, Washington, DC – May 8, 2015
  • Report on Important Criminal Tax Developments, American Bar Association Section of Taxation Annual Midyear Meeting, Houston, TX – January 31, 2015
  • Anti-Money Laundering Compliance Programs and Audits, Dallas, TX – November 18, 2014
  • State Tax Controversies:  The Representation of Taxpayers in Texas Audits, Appeals and Litigation, National Business Institute, Dallas, TX – October 30, 2014
  • Employment Taxes and Business Compliance, Corpus Christi Chapter/TSCPA, Corpus Christi, TX – October 24, 2014
  • Report on Important Developments in Criminal Tax, American Bar Association Section of Taxation Meeting, Denver, CO – September 20, 2014
  • Practice Development Panel, Moderator, Texas Society of CPAs, Fort Worth, TX – June 6, 2014
  • The Foreign Tax Forms (and Law) You Should Know, Meadows Collier Breakfast Seminar, Dallas, TX – May 29, 2014
  • Employment Taxes and Compliance for Businesses, Central Texas Chapter/TSCPA, Waco, TX – May 22, 2014
  • Report on Important Developments in Criminal Tax, American Bar Association Section of Taxation Meeting, Washington, DC – May 10, 2014
  • Drafting and Implementing BSA Compliant Plans and Procedures, American Bar Association Section of Taxation Meeting, Washington, DC – May 9, 2014
  • Business & Regulatory Compliance, Employment Taxes, and Compensation Pitfalls, Southeast Texas Chapter/TSCPA, Beaumont, TX – March 20, 2014
  • The Bank Secrecy Act and Beyond:  Anti-Money Laundering Programs and Monetary Reporting, Southeast Texas Chapter/TSCPA Annual Chair Dinner with Bankers and Estate Planners, Beaumont, TX – February 6, 2014
  • Oil and Water: Mixing the Ambiguous Economic Substance Doctrine with the Onerous Economic Substance Penalty, American Bar Association Section of Taxation Annual Midyear Meeting, Phoenix, AZ – January 23, 2014
  • Important Criminal Tax Developments, American Bar Association Section of Taxation Annual Midyear Meeting, Phoenix, AZ – January 23, 2014
  • American Bar Association Section of Taxation Annual Midyear Meeting, Phoenix, AZ – January 23, 2014
    • 12th Annual MC Taxation Conference, Dallas – 10/26/10
    • Dallas CPA Society Member Appreciation CPE Series, Lt. Governor David Dewhurst Luncheon, Dallas – 11/17/10
    • IRS Highlights: Employee-Independent Contractors, Money Laundering, Penalty Abatement and Five Things To Do For Clients Before Year-End, 14th Annual MC Taxation Conference, Dallas, TX – October 30, 2012
    • Currency and Money Reporting Requirements Under the Bank Secrecy, PATRIOT, and Foreign Account Tax Compliance Acts, TSCPA Young and Emerging Professionals Conference, San Antonio – June 8, 2012
    • Approaching Penalty Abatements:  Strategies and Pitfalls, American Bar Association Section of Taxation May Meeting, Washington, DC – May 11, 2012
    • The Latest Chapter of the Offshore Problem, Dallas Bar Association Tax Section, Dallas, TX –  March 25, 2012