Hale E. Sheppard, Esq.

With more than two decades of experience, Hale defends clients in tax audits, appeals, and Tax Court litigation, with a focus on tax disputes, international tax, employee retention credits, qualified opportunity zones, conservation easements, and captive insurance. Hale has a proven track record of success in the courtroom, with extensive experience litigating cases before the Tax Court, District Courts, and Federal Courts of Appeal. His deep understanding of tax law enables him to secure favorable rulings from the IRS National Office for his clients. When a private letter ruling is not required, Hale skillfully navigates other administrative remedies to achieve optimal tax outcomes. As a prolific tax writer, Hale has authored over 300 major articles in leading law reviews and tax journals. His work is frequently cited by peers in prestigious journals, legal briefs, and books, underscoring his authority in the field. In addition to his writing, Hale is a sought-after speaker, regularly lecturing at regional and national organizations on a wide array of tax topics.