People

Rob focuses his practice on representing entities and individuals in complex tax matters. Specifically, he advises clients on matters related to federal and state tax laws and how to minimize the impact of taxes on transactions and transfers. He advocates on behalf of clients before the Internal Revenue Service and state departments of revenue, including audits and appeals from audit determinations, compliance, collections, and U.S. Tax Court matters.

In addition, Rob advises individual clients with estate and tax planning matters, including succession issues for closely held businesses and preparation of estate planning and succession documents. He also counsels clients on issues related to tax-exemptions and represents businesses and individuals in business dealings, including structuring, acquisitions, and entity selection matters.  Rob regularly advises tax-exempt organizations on questions of policies and procedures, corporate governance, private inurement, fundraising, and development.

Rob is a frequent lecturer on topics related to taxation and corporate governance and serves as an Adjunct Professor of Law at Wake Forest University School of Law.

Published Work and Lectures

Affiliations

Honors and Distinctions

People
Perspectives
Work
Firm
Vision
To navigate our site
To search our site

Welcome to our new site

Click anywhere to enter