John George advises business owners throughout the life cycle of their companies —from formation and early planning through expansion, succession, and exit. His practice encompasses a wide range of business, tax, and transactional matters, including tax planning for businesses and individuals; mergers and acquisitions; securities offerings and compliance; corporate governance; regulatory matters; estate and wealth-transfer planning; and tax audits and controversies.
He counsels clients on sophisticated transactions and entity structures, and has experience working across specialized areas such as private equity, captive insurance companies, and nonprofit organizations. His work often requires coordinating legal, tax, and commercial considerations to develop structures that support clients’ operational objectives and long-term plans.
Before law school, John George studied accounting at the University of Mississippi and qualified to sit for the CPA examination. He received an LL.M. in Taxation from New York University School of Law, where he served as a Graduate Editor of the Tax Law Review, a faculty-edited journal recognized among the nation’s leading tax-law publications.
John George brings technical precision and a practical business perspective to each engagement. His background in law, taxation, and accounting enables him to address interconnected legal, tax, and financial issues and to collaborate effectively with clients and their other professional advisers.
Experience >
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Represented a regional waste-hauling and recycling company in a growth-capital investment by a private-equity sponsor.
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Advised buyers and sellers in middle-market mergers, acquisitions, and strategic transactions across multiple industries.
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Reorganized a multistate construction business to improve tax efficiency, simplify its organizational structure, and support anticipated growth.
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Advised startup and emerging-growth companies on entity formation, governance, and early-stage debt and equity financings.
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Counseled captive insurance companies and their owners on the tax and regulatory aspects of runoff, dissolution, and liquidation.
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Developed tax strategies addressing basis limitations, at-risk rules, and passive-activity-loss restrictions in connection with depreciation deductions.
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Advised high-net-worth individuals and families on estate, gift, and wealth-transfer plans designed to facilitate multigenerational transfers, tax efficiency, and asset protection.
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Counseled nonprofit boards regarding governance matters, conflicts of interest, and related-party transactions.
Memberships and Affiliations >
- Alabama State Bar, Sections of Business Law and Taxation
- American Bar Association, Sections of Taxation, Business Law and Mergers & Acquisitions
- Montgomery County Bar Association
- Montgomery Estate Planning Council
Education >
- LL.M. in Taxation, New York University, 2018
- J.D., University of Mississippi School of Law, 2017
- B.S. Economics, Auburn University, 2009
Accolades >
- Recognized (since 2024) in Best Lawyers: Ones to Watch® in America for: Business Organizations (including LLCs and Partnerships); Corporate Law; Mergers and Acquisitions Law; Tax Law; and Trusts and Estates
- Graduate Editor, Tax Law Review
- Leon G. Kozak Scholar in Tax Law (NYU)
- Executive Board, Mississippi Law Journal
Presentations and Publications >
- This SOX: Combating Public Charity Fraud with Sarbanes-Oxley, 85 Miss. L.J. 1395 (2017).
Related Practices
- Business & Corporate
- Trusts & Estates
- Nonprofits & Tax-Exempt Entities
- Taxation
- Employee Benefits & Executive Compensation
Bar Admissions
- Supreme Court of Alabama
- United States District Court, Middle & Southern Districts of Alabama
- United States Court of Appeals for the Eleventh Circuit
- United States Tax Court
Licensed In
- Alabama
- New York