• Represented publicly traded, national developer/owner/operator of assisted living
  facilities, in the acquisition and development of more than 15 sites in North Carolina, South Carolina and Virginia
• Represented regional owner/developer in the acquisition, development and subsequent sales of multiple luxury townhome developments, including obtaining construction financing, preparing development plats, drafting declarations and restrictive covenants, forming homeowner’s associations and closing sales transactions
• Represented numerous owners/sellers in the structuring and implementation of multi-million-dollar, multi-faceted tax-deferred exchanges and involuntary conversions
• Represented and advised owner of Charlotte-based wholesale supply company in pre-transaction tax planning and sale/merger of operating business valued in excess of $45 million
• Represented and advised family-owned recreational vehicle dealership in sale to national firm in pre-transaction tax planning and sale valued in excess of $80 million
• Represented and advised family-owned Charlotte-based service company in the sale to an international company in transaction valued at over $425 million, including planning and implementation of large pre-sale charitable gift to family foundation
• Represented numerous business owners and wealthy individuals in various tax controversy matters, including IRS Appeals

• North Carolina Certified Public Accountant since 1984, Certificate #14796
• North Carolina Board Certified Specialist, Estate Planning and Probate Law since 1992

Honors & Awards

• Recognized by Best Lawyers® 2025 for Litigation – Trusts and Estates, Litigation and Controversy – Tax, Real Estate Law, Tax Law, Trusts and Estates
• Named Best Lawyers® 2021 Litigation and Controversy-Tax “Lawyer of the Year” in Charlotte
• Selected for inclusion in North Carolina Super Lawyers® (2006-2021) by Super Lawyers® magazine
• Recognized by Martindale Hubbell as one of the 2016 Preeminent Tax Lawyers in America
• Selected for inclusion in The Best Lawyers in America® in the area of Tax Law, Trusts and Estates, Litigation–Trusts and Estates, Litigation and Controversy–Tax, Real Estate Law (2008-2021)
• Named Best Lawyers® 2021 Charlotte Litigation and Controversy–Tax “Lawyer of the Year” in Charlotte
• Named Best Lawyers® 2019 Charlotte Litigation–Trusts and Estates “Lawyer of the Year” in Charlotte
• Named Best Lawyers® 2016 Charlotte Litigation and Controversy–Tax “Lawyer of the Year” in Charlotte
• Named Best Lawyers® 2015 Charlotte Litigation–Trusts and Estates “Lawyer of the Year” in Charlotte
• Named Best Lawyers® 2014 Charlotte Litigation and Controversy–Tax “Lawyer of the Year” in Charlotte
• Recognized as a Legal Elite, a list of the top 2.9% of lawyers in North Carolina compiled by Business North Carolina magazine (2008, 2010, 2012-2019, 2021)
• Selected as Five Star Wealth Manager (2009-2012)

Engagements & Publications:

• Co-Author (with Christian L. Perrin), “A Useful Tool in a Time of Need: A Brief Synopsis and Analysis of IRC § 6161 (b)(2),”Probate & Property, March/April 2010
• Co-Author (with William R. Culp, Jr.), “FLPs Are Still Viable to Save Transfer Taxes,”Business North Carolina, June 2006
• Co-Author (with Niles A. Elber), “Reverse Like-Kind Exchanges,” NCBA Tax Assessments,Vol. 20, No. 1, December 2000
• Co-Author (with Jonathan Gopman), “Planning Around Corporate Ownership of Life Insurance in a Closely Held Business,” NCBA The Will & The Way, Vol. 13, No. 2,February 1994
• Co-Author (with William R. Culp, Jr.), “IRS Pronouncements Clarify Status as a Partnership vs. an Association,” Journal of Partnership Taxation, Summer 1989
• “Recent Developments Regarding Limited Partnership Classification,” NCBA Notes Bearing Interest, April 1989