Attorney – Tax Law

James Morrison is an Attorney at Lexara specializing in tax law, estate planning, and business succession strategies. With extensive experience advising individuals, families, and businesses on complex tax matters, he focuses on delivering strategic, results-driven legal solutions that minimize tax exposure while protecting client assets.

He has successfully handled a wide range of tax matters, including IRS disputes, tax compliance, charitable planning, and cross-border tax issues. Known for his analytical precision and deep understanding of federal and state tax codes, James combines technical expertise with practical planning to achieve favorable outcomes for his clients.

Practice Focus

• Federal & State Tax Planning

• IRS Disputes & Audits

• Business Succession Planning

• Charitable Giving Strategies

• Cross-Border Tax Compliance

Strong legal strategy is built on preparation, clarity, and understanding the real-world impact on clients.

Professional Approach

James believes effective tax counsel is not only about preparing returns but also about identifying opportunities for legitimate tax reduction and long-term wealth preservation. He works closely with clients to assess their financial situation, develop proactive tax strategies, and pursue outcomes that align with personal and business goals while maintaining full compliance.

Experience Highlights

• Successfully resolved complex IRS audits and tax disputes for individuals

• Advised high-net-worth families on tax-efficient wealth transfer strategies

• Structured charitable giving plans to maximize tax benefits

• Guided business owners through succession planning

• Represented clients in cross-border tax matters and foreign account