Overview
Robinson Bradshaw’s corporate and partnership tax practice is an integral part of the firm’s representation of business clients. We have broad experience in federal, state and international taxation, including the tax aspects of mergers and acquisitions, real estate ventures, LLCs and partnerships, financings, workouts, municipal bonds, and audits and tax litigation. We serve as tax counsel to individuals in a variety of businesses and professions and represent a large number of tax-exempt entities.
We assist clients in the following tax areas:
- Stock and asset acquisitions
- Structuring LLCs and partnerships
- Tax audits, litigation and other controversies
- Tax-free mergers and reorganizations
- Buyout, venture capital and other investment funds
- Solar energy investment funds
- Choice-of-entity analysis
- Real estate transactions
- Like-kind exchanges
- Structuring financings
- Financial instruments
- Debt workouts
- Executive compensation, including stock options, other incentive compensation and dealing with limitations on deductions
- State taxation
- Organizing and advising tax-exempt entities and obtaining 501(c)(3) determination rulings
- Tax-exempt bonds, including financings for governmental units, exempt hospitals and educational institutions, and exempt facilities
- International taxation
- Family partnerships, including gifting and valuation issues
- Obtaining private letter rulings
- Structuring litigation settlements
- General tax planning
Honors & Awards
- Chambers USA, tax, 2024
- Best Law Firms, Charlotte Tier 1 for tax law, 2011-12, 2016-18, 2022-25; Charlotte Tier 1 for litigation - tax, 2014-25
Experience
Represented individuals who changed their domiciles from North Carolina to Florida in their successful challenge to a North Carolina Department of Revenue determination they remained subject to tax in North Carolina on gain from the sale of their company. We represented the clients both at trial and before the North Carolina Court of Appeals.
Represented solar energy funds in numerous transactions involving North Carolina tax credits as one of the primary benefits of an investment in the funds.
Obtained several private letter rulings from the North Carolina Department of Revenue relating to North Carolina tax credits resulting from investments in renewable energy.
Advise large foundations on complicated tax rules applicable to private foundations and in the abatement of potential excise taxes.
Represented clients before IRS appeals officers that favorably resolved the issue of whether loans would be treated as true debt for tax purposes.
Advise private equity funds on many tax issues, including the handling of Section 704(c) issues on an aggregate basis and management fee waivers.
Represented numerous governmental and tax-exempt entities in successful resolution of IRS audits of tax-exempt bonds.
Obtained numerous determinations of exemption and other rulings from the IRS for tax-exempt entities.
News & Events
News
- Nov. 8, 2024
- Aug. 15, 2024
- June 6, 2024
- June 5, 2024
- Jan. 10, 2024
- Jan. 8, 2024
- Nov. 6, 2023
- Aug. 17, 2023
- July 12, 2023
- June 7, 2023
- June 6, 2023
- Jan. 12, 2023
- Nov. 4, 2022
- Aug. 23, 2022
- Jan. 6, 2022
- Nov. 22, 2021
- Nov. 18, 2021
- Aug. 26, 2021
- May 21, 2021
- March 18, 2021
- Jan. 5, 2021
- Jan. 4, 2021
- Nov. 5, 2020
- Aug. 20, 2020
- July 1, 2020
- April 30, 2020
- Nov. 21, 2019
- Nov. 1, 2019
- Aug. 15, 2019
- March 8, 2019
- March 1, 2019
- Feb. 26, 2019
- Jan. 2, 2019
- Nov. 1, 2018
- Oct. 24, 2018
- Aug. 15, 2018
- Aug. 8, 2018
- June 26, 2018
- June 25, 2018
- April 30, 2018
- April 24, 2018
- Jan. 3, 2018
- Nov. 2, 2017
- Oct. 25, 2017
- Eight Named “Lawyer of the Year”Aug. 16, 2017
- May 12, 2017
- Jan. 26, 2017
- Jan. 4, 2017
Events
UNC Charlotte Marriott Hotel & Conference Center
9041 Robert D. Snyder Road
Charlotte, NC 28262March 15, 2023Via webinar
Feb. 11, 2022North Carolina Bar Center
8000 Weston Parkway
Cary, NC 27513Feb. 9, 2018
Insights
- April 8, 2024Tax Notes Federal
- Feb. 5, 2024Private Fund Insights Blog
- Aug. 7, 2023Tax Notes Federal
- July 26, 2023Private Fund Insights Blog
- Aug. 18, 2021Robinson Bradshaw Publication
- Jan. 7, 2020Robinson Bradshaw Publication
- Dec. 31, 2019NC Bar Blog
- March 21, 2019Charlotte Business Journal
- Jan. 17, 2019NC Bar Blog
- Nov. 6, 2018NC Bar Blog
- Oct. 11, 2018NC Bar Blog
- Jan. 22, 2018L3: Long Leaf Law, North Carolina Bar Association blog
- Oct. 21, 2013Tax Notes (October 21, 2013), at 295 (with Gregg D. Polsky)
- Aug. 7, 2013Robinson Bradshaw Publication
- May 2013NCBA Tax Assessments
- Oct. 8, 2012Robinson Bradshaw Publication