A 30+ year Texas attorney whose practice moves across commercial finance, federal tax credit finance, tax resolution, and estate planning — and who builds the infrastructure his firm runs on himself.
Norris Lozano founded Lozano Legal Advisors, PLLC in 2026 after more than three decades in commercial law, fund management, federal tax credit finance, tax resolution, and estate planning. He is admitted to the State Bar of Texas (Bar No. 12647700), the United States Tax Court, and the United States District Court for the Northern District of Texas, and is a member of the American Bar Association, Tax Division.
The practice focuses on six areas: tax resolution, tax credits, estate planning, real estate, business entities, and general corporate and partnership work. Each of those practice areas is informed by specific chapters of a career that began in institutional private practice in Dallas in the early 1980s.
Norris began his career in Dallas commercial private practice, where he spent eighteen years as a partner handling syndications, commercial finance, commercial real estate, title, tax, savings and loan, banking, mortgage lending, and regulatory work. That era of his practice represented many of the largest financial institutions in the state — the kind of file work that trains an attorney to operate across several domains at once rather than inside a single specialty.
From 2003 through 2007, Norris served as Chief Executive Officer, President, and General Counsel of the Portland Family of Funds — a $350 million public–private real estate development fund. He led the legal and drafting teams through the U.S. Treasury CDFI Fund's competitive New Markets Tax Credit application process, securing $180 million in allocation authority. Working alongside development partners, investors, and local agencies, he then structured and closed transactions exceeding $1.1 billion using those allocations and other layered tax credit structures.
In 2005, the Portland New Markets Fund — a $100 million fund he led — was named a semifinalist for the Harvard University Innovations in American Government Award, placing in the top fifty out of roughly 2,500 entries nationwide. In 2007, the Gerding Theater project he helped finance received the Urban Land Institute's Award for Excellence, The Americas — the ULI's annual recognition for the most distinguished urban development projects in North and South America — and received an Honorable Mention in the American Institute of Architects Committee on the Environment's Top Ten Green Projects for the same year.
Tax credit work continued through the following decade. At Urban Development and Finance in Los Angeles, Norris secured a further $22 million in New Markets Tax Credits from the Treasury for community-focused projects, and structured leveraged finance transactions combining NMTC with Low-Income Housing Tax Credits, Historic Tax Credits, and Opportunity Zones. At Pure Power Distribution and Zero Energy Contracting, he advised on and syndicated federal Renewable Energy Tax Credits — the Investment Tax Credit and Production Tax Credit — supporting solar, wind, and clean-energy projects for film and television studios, federal agencies, and private developers.
Returning to a more focused legal practice in 2023, Norris served as Chief Executive Officer and Senior Tax Attorney at Axelon Tax Solutions, as Senior Tax Attorney at the Dayes Law Firm, and as Senior Tax and Estate Planning Attorney at the Durfee Law Group in Arizona. In those roles he represented taxpayers before the Internal Revenue Service in audits, appeals, and United States Tax Court proceedings — advising on tax controversy, compliance, and resolution matters across federal and state law — and also handled the pass-through-entity and estate-planning tax structuring work those firms require.
In parallel, through Medicaid Filing Connections, he has advised Texas families on Medicaid-qualified estate preservation — restructuring finances so families can qualify for Medicaid within required income and asset limits while preserving family wealth for the next generation.
In 2026, Norris founded Lozano Legal Advisors, PLLC to combine this body of commercial, tax credit, tax resolution, and estate planning experience under a single Texas firm — and, unusually, to operate that firm on AI-augmented infrastructure he designs and builds himself. The firm is structured to handle matters most Dallas residents and businesses actually face: a notice from the IRS, a tax credit transaction, a will, a trust, a lease, an LLC formation, a corporate partnership agreement. Work that deserves a licensed Texas attorney of record — and shouldn't require the fee structure of a large national firm to obtain one.
For the Gerding Theater, Portland — the ULI's annual award for the most distinguished urban development projects in North and South America.
For the Gerding Theater, Portland — the AIA COTE's annual recognition for the most significant green building projects in the United States.
For the Portland New Markets Fund, a $100 million tax credit fund — named to the top fifty semifinalists from approximately 2,500 entries nationwide.
Recognized for leadership in green building and sustainable urban redevelopment finance in the Pacific Northwest.
Norris has formal training in artificial intelligence for business applications — Executive Education at the University of California, Berkeley — and his practice runs on AI-augmented drafting and research infrastructure that he designs and builds himself. He is the Attorney Developer of the firm's systems, not a subscriber to another company's legal-technology product.
This is a deliberate choice, and the positioning of the firm rests on it. At companies like LegalZoom and Rocket Lawyer, documents are generated by software based on a customer's answers to a questionnaire; attorney consultations are sold as a separate 30-minute product, and LegalZoom's own disclosure on every page of its site states that information provided to LegalZoom is not protected by attorney-client privilege. That is a meaningfully different model from this firm.
At Lozano Legal Advisors, every document is drafted, reviewed, and taken under the professional responsibility of a licensed Texas attorney. The attorney-client relationship and the privilege that attaches to it are established from the first conversation. AI accelerates the drafting workflow that sits beneath the attorney; it does not substitute for the attorney's judgment, and it is never the entity practicing law. That is also the reason a flat fee is possible for work that would otherwise require a traditional firm's hourly structure.
A single-file PDF of Norris Lozano's full curriculum vitae — bar admissions, education, representative professional experience, awards, and board service — formatted for professional reference.
Download CV (PDF)The $105 Transcript Analysis is the straightforward way for anyone with an IRS balance to find out where they stand. For other matters — an estate plan, a real estate closing, a tax credit transaction, a business formation — the right place to start is a direct conversation.
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