Loren R. Cook CEO
PRACTICE AREAS:
Personal & Business Asset Protection
Personal & Business Tax Planning
Personal Estate Planning
IRS Tax Controversy
Business Insurance Planning
w/ Alternative Risk Transfer
EDUCATION:
Texas Southern University, J.D. ,1996
New Mexico State University, M.A. Taxation, 1991
New Mexico State University, B.A. Accountancy, 1986
PROFESSIONAL LICENSES:
Bar Admission Texas
CPA Texas
Loren R. Cook CEO
Attorney, CPA
| Phone: | 713-341-2740 |
| Fax: | 713-341-2750 |
| Email: | lcook@cooklegalgroup.com |
The founding shareholder of the firm, Loren received his B.A. and M.A. in Accounting from New Mexico State University and a J.D. from Thurgood Marshall School of Law. His 20-plus years of international and domestic experience play a major role in our approach to tax and business consulting services. By using coordinated legal planning, tax planning, and business risk management solutions, Loren and his team can anticipate opportunities and develop innovative, flexible solutions for our clients.
Representative Matters:
- Represent high net-worth individuals in the structuring and restructuring of Operating business entities, Family Limited Partnerships and 501(c)(3) family foundations.
- Served as Counsel for a $360M 1035 Exchange of cash value between a Foreign Life Company and a Domestic Life Company.
- Successfully defended a Promoter claim against the IRS regarding client’s Captive Insurance.
- Successfully Defended multiple clients against the IRS in various Limited Partner tax transactions.
- Represented multiple clients with Alternative Business Risk Transfer transactions to lower their cost of property & casualty insurance.
- Counseled multiple clients with International business holdings and related cross-border transactions.
- Counseled several clients on redomiciling from the US to Puerto Rico for business and personal tax efficiency.
