• Represented recreational vehicle dealership in sale to national firm
• Represented health care client in corporate compliance and finance matters
• Represented renewable energy company in business and tax restructuring
• Represented large estate in estate administration, corporate matters and tax planning
• Represented national cosmetic enhancement company in tax and business planning, structuring and complex business law matters

• North Carolina Bar Association
• ABA Business Law Section and Tax Section
• Chairman of the NCBA Tax Section Council Estate Planning Committee

Civic & Community Activities

• Room in the Inn; Myers Park United Methodist Church
• Reading Buddies; Sedgefield Elementary School
• Charlotte Men’s Homeless Shelter

Honors & Awards

• Recognized by Best Lawyers® in 2025 in America for Business Organizations (including LLCs and Partnerships), Tax Law
• Selected for inclusion in North Carolina Super Lawyers® List (2012-2021)
• Selected for inclusion The Best Lawyers in America®–Tax Law (2016-2021)
• Recognized as a Legal Elite, a list of the top 3% of lawyers in North Carolina compiled by Business North Carolina magazine, 2016

Engagements & Publications

Speaker

• Speaker (with William L. Mills, IV), “When a Seller Checks Out Early: Ins and Outs of Section 6166”and“ Other Post-Mortem Planning, The Right Way to Exit: Key Tax and Estate Planning Issues in Selling a Business,”North Carolina Bar Association, November17, 2016
• “Buy-Sell Agreements: Estate Planning and Ethical Considerations,” May 4, 2016
• “Estate Planning and Buy-Sell Agreements,” Current Developments in Estate Planning and Asset Protection, North Carolina Bar Tax Section, October 29, 2015 (Co-Program Planner)
• “Fundamentals of Estate and Asset Protection Planning,” March 31, 2015

Articles

Co-Author:

• “Long-Term Considerations: Some Key Legal Issues for Middle-Market Companies,” Charlotte Business Journal, March 20, 2015
• “Trust Us: Your Tax Bill is Going Up, Applying the Net Investment Income Tax to Trusts and Estates,” Tax Assessments, Vol. 33, No. 2, March 2014
• “How to Make Non-Competes Not Worth the Paper They Are Written On,” Southern Building Material Association, September 2015
• “Protecting Real Estate Developers: Expect the Unexpected in Drafting LLC Operating Agreements,” Notes Bearing Interest, Vol. 31, No. 4, June 2010
• “Banking on Appreciation: The Application of Securities Laws to ‘Landbanking’ Transactions,” Probate & Property, May/June 2009
• “LLC Managers Beware: N.C. Responsible Person Liability,” Tax Assessments, October 2013

Author:

• The New Era of Estate Planning
• Planning and Pitfalls Under the New Tax Act
• You Only Need to Get Rich Once