Our tax lawyers — one with a Masters of Law degree in taxation and another who is a licensed Certified Public Accountant — help minimize tax consequences from your transactions, investments and employment agreements, protect your assets, negotiate with tax authorities in audits, and represent you in tax disputes or other tax litigation. They have a thorough knowledge of both federal and North Carolina state tax law and have handled complex cases, such as those involving several layers of relationships, extensively detailed contracts, and conflicting tax law issues.

Upon client request, our tax attorneys work individually and with other attorneys in the firm to represent clients in various business transactions. By involving our tax attorneys early in the planning process, we are able to structure transactions in a tax efficient manner and avoid pitfalls that, if not discovered until later, may jeopardize the entire transaction or, at a minimum, require that the transaction be restructured with the attendant delays and increased costs that inevitably result. We provide tax advice in a broad range of corporate matters and transactions, including mergers and acquisitions, corporate stock redemptions, corporate dividend planning, pass-through Subchapter S corporation planning, corporate spin-offs and other business divisions, numerous forms of reorganizations, and corporate liquidations.

Typical Clients

• Business Organizations, Including Public and Private Corporations, Partnerships, and Limited Liability Companies
• Fiduciaries
• Individual Taxpayers
• Non-profit Organizations

We Can Help

We Provide Advice, Consultation and Representation in the Following Areas:

• Charitable Trusts
• Corporations, Partnerships and Limited Liability Companies
• Deferred Compensation Plans
• Employment Taxation
• Estate and Gift Tax
• Generation-skipping Transfer Taxation
• Income Taxation
• Private Foundations
• Property Taxation
• Retirement Plans and Welfare Benefit Plans
• Sales and Use Taxation
• State and Local Taxation
• Tax Controversies
• Tax Exempt Entities
• Tax Planning

The MWB Edge

Our tax attorneys are business attorneys who understand and appreciate a client's business, financial and accounting needs and assist in navigating a broad spectrum of tax matters. These professionals are integrated into the Corporate, Real Estate, and Estate Planning and Trusts Practice Groups. And within their respective specialties, they focus on developing innovative and practical solutions to the myriad of tax problems our clients face daily.