Marcus Brooks is a member of Winstead's Taxation, Employee Benefits & Private Business Practice Group. Marcus focuses primarily on tax controversy and tax litigation. He has represented clients in both income tax and estate tax matters at audit, before the IRS Appeals Office, before the U.S. Tax Court, in the U.S. District Court, and before the Fifth Circuit Court of Appeals. He has served as lead counsel in tax cases involving million dollar adjustments in both the U.S. Tax Court and U.S. District Court. Marcus has also represented clients in contested matters with state and local taxing authorities. In addition, Marcus routinely advises clients on federal and state tax planning matters.
Marcus has advised a broad range of taxpayersâ€"including private and publicly-held companies, estates, and individualsâ€"on a wide array of tax issues including complex partnership tax matters, corporate tax issues, international taxation and transfer pricing strategies, ERISA and qualified plan issues, nonqualified deferred compensation plan issues, state tax implications of interstate business activity in various states, exemption issues, and criminal tax matters.
After law school Marcus served as a law clerk for The Honorable James L. Dennis of the United States Court of Appeals for the Fifth Circuit.
Marcus also serves as an adjunct professor at Baylor University Law School, where he teaches a course covering federal taxation of closely held business entities, and in Baylor University's Masters of Taxation Program, where he teaches a course on federal tax research and procedure.
AREAS OF PRACTICE:
U.S. Tax Court
U.S. District Court Western District of Texas
U.S. District Court Southern District of Texas
U.S. Court of Appeals 5th Circuit
The University of Texas School of Law, Austin, Texas
J.D., with Highest Honors - 2003
Honors: Vice Chancellor of 2003 Class
Honors: Order of the Coif
Law Review: Texas Law Review
PROFESSIONAL ASSOCIATIONS AND MEMBERSHIPS:
B.B.A in Accounting, 2000
Honors: Beta Gamma Sigma
American Bar Association
HONORS AND AWARDS:
State Bar of Texas
Waco-McLennan County Bar Association
Dr. Pepper Museum (Board Member, 2013-present)
Heart of Texas Estate Planning Council, Board Member, 2009 - Present
Waco Crime Stoppers, Inc., Secretary, 2009 - 2012
Pro Bono College for the State Bar of Texas, Member, 2007 - Present
First Baptist Church of Waco, Budget & Finance Committee, 2010-2012
First Baptist Church of Waco, Trustee, 2010-2012
Board Certified in Tax Law, Texas Board of Legal Specialization
Texas Rising Star, Texas Monthly, 2010-2013