Cross Refined Coal LLC, Fidelity Investments, Schneider Electric And AJ Gallagher’s Win A Tax Case Before The US Tax Court


Mayer Brown Tax Controversy lawyers achieved a victory for Cross Refined Coal LLC and its partners, Fidelity Investments, Schneider Electric and AJ Gallagher, in the US Tax Court.

The US Internal Revenue Service had challenged the partnership’s allocation of refined coal production tax credits and related business deductions.

Following the week-plus long trial, the court issued a bench opinion—a rare event in large corporate tax cases—and ruled in favor of the taxpayer on all issues.

The case was led by partner Brian Kittle (Picture) and the trial team included partners Joel Williamson (Chicago) and Geoffrey Collins (New York) and associates John Horne (Washington DC) and Maria Critelli (Chicago).

Involved fees earner: Geoffrey Collins – Mayer Brown; Maria Critelli – Mayer Brown; John Horne – Mayer Brown; Brian Kittle – Mayer Brown; Joel Williamson – Mayer Brown;

Law Firms: Mayer Brown;

Clients: AJ Gallagher; Cross Refined Coal; Fidelity Investments; Schneider Electric;