Aaron Borden

About Aaron Borden

Aaron Borden leads Grant Thornton’s Private Wealth Services practice in Dallas and serves clients nationally. Aaron has 20 years of experience finding solutions to complex tax problems for entrepreneurs, business owners, and family offices. Aaron works directly with principals in asset management and private equity firms to proactively address their personal income, estate, and gift tax issues. This work often involves taking advantage of the carried interest provisions and other tax rules designed to incentivize the asset management and private equity industries. Aaron also works with real estate developers, owners, and investors to take advantage of the special tax rules related to real estate. His planning and consulting in this area includes accelerating deductions, offsetting suspended losses, and taking advantage of transfer tax rules to minimize estate and gift taxes. Aaron has also helped distribution and service company owners with stock compensation planning, charitable giving strategies, and retirement planning. Similarly, he has helped distribution and manufacturing clients with a range of complex trust, S-corporation, and partnership issues. Aaron often works with multidisciplinary teams of attorneys and financial advisors to assist business owners and family offices in achieving their desired legacy and succession planning goals. His work in this area often involves advising on estate plans, asset protection, multi-generational planning, and other matters. In recent years, this works has involved foreign and domestic trust issues, family limited partnerships, private annuity transactions, like-kind exchanges, opportunity zone investments, private foundations, charitable trusts, conservation easements, family office structures, and cross-border issues. Prior to joining Grant Thornton, Aaron practiced as a tax lawyer in a Dallas-based law firm where his work also involved resolving tax disputes and obtaining court-ordered modification and interpretation of trusts. His work on these engagements took him to probate court, the State Office of Administrative Hearings, the United States Tax Court, and federal district courts where he tried multiple cases to a verdict. In his role as a tax lawyer, Aaron also obtained complete waiver and abatement of significant penalties, obtained complete IRS concession in multiple cases involving ACA penalties, innocent spouse relief, and trust fund recovery penalties. In addition, Aaron represented multiple clients in no-change IRS audits.

Experience

1. Tax Partner

   Grant Thornton (US)

   Aug 2022 — Present · Dallas-Fort Worth, TX, US

Education

• The University of Texas School of Law

  Doctor of Law (JD), Law

  2010 — 2013

• Wayland Baptist University

  B.S., Accounting, Chemistry

  1997 — 2004

Skills

• Tax Law
• Affordable Care Act
• Criminal Tax Defense
• Accounting
• White Collar Criminal Defense
• Tax
• Tax Controversy