Tax Law

At Roberts & Stevens, our Tax Law attorneys advise individuals, non-profits, and businesses on the tax implications of a broad range of transactions. We help clients navigate the tax ramifications of planning, structuring, negotiating and implementing transactions to yield the most efficient U.S. Federal and North Carolina State tax consequences.

Tax law considerations affect every aspect of business, investment, and individual income and wealth—and the practice of tax law requires innovation and creativity. Roberts & Stevens’ tax attorneys provide sophisticated advice in all areas of corporate, partnership, and real estate taxation; employee benefits; executive compensation; debt and equity financing; tax-exempt organizations; and estate planning and wealth transfer.

Based on our understanding of evolving and complex tax law, we are often able to design sophisticated transactions that are advantageous for our clients. Our attorneys also have substantial experience litigating tax-related cases at both the state and federal levels, including representing clients in U.S. Tax Court, U.S. Federal Courts, and North Carolina State Courts. We also routinely represent clients in audits, hearings and other matters before the North Carolina Department of Revenue and the Internal Revenue Service.

Because tax issues are integrated with virtually all areas of the firm’s practice, our tax attorneys are known for their ability to collaborate. Our tax attorneys regularly work with members of the business law, real estate law, labor and employment law, bankruptcy law, intellectual property, hospitality and tourism, and trusts and estates law practices to advise our clients in structuring transactions that comply with federal and state tax laws. They also advise clients concerning the taxation of amounts paid or received in litigation and in settlements.

Types of Services

  • Banking and finance transactions
  • Corporate mergers and acquisitions
  • Corporate tax
  • Employee benefits
  • Employee Stock Ownership Plans (ESOPs)
  • Estate planning
  • Executive compensation
  • Joint ventures
  • Limited liability companies, partnership agreements and S Corporations
  • Multigenerational wealth and business succession plans
  • Partnership taxation
  • Real Estate Tax
  • Section 1031 Like Kind Exchanges
  • Tax deferred exchanges
  • Taxation
  • Tax-Exempt Organizations

Types of Clients

  • 501(c)(3) charitable organizations
  • Arts organizations
  • Businesses, family-owned to public corporations
  • Chambers of commerce
  • Families
  • Foundations
  • Hospitals and medical centers
  • Individuals
  • Schools, colleges and universities
  • Start-up businesses
  • Tourist attractions