Tax Law

Tax law affects everyone — individuals, nonprofits, and businesses — and our tax law attorneys are here to advise you in planning, structuring, negotiating and implementing your transactions and investments to yield the most efficient federal and North Carolina state tax consequences.

Our tax law team has a deep understanding of evolving and complex tax law, and we are often able to design sophisticated transactions that are advantageous for our clients. Using innovation and creativity, we provide 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.

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
  • Families
  • Foundations
  • Hospitals and medical centers
  • Individuals
  • Schools, colleges and universities
  • Start-up businesses
  • Tourist attractions

Update Regarding COVID-19

To our clients, colleagues, and friends: The safety and well-being of our community is our highest priority. Like many of you, we are closely monitoring the outbreak of the coronavirus (COVID-19) and the impact it is having on everyone in our community and around the world. As the level of concern surrounding the virus heightens, we feel a strong responsibility to minimize any potential risk within the community. To that end, we are following guidelines recommended by the CDC – from implementing and maintaining diligent sanitation and custodial practices to minimizing person-to-person contact – while ensuring that all of your legal needs continue to be met with the same client service you are accustomed to receiving from Roberts & Stevens. At this time, our offices remain open, with many of us connected remotely. However, in support of social distancing, we are asking clients, if at all possible, to schedule phone conferences instead of coming to the office. Thank you for your support and cooperation. Let us know if you need us. We are here.