Robert has assisted a wide variety of closely-held business organizations with all aspects of their operations, including formation issues, merger and acquisition transactions, and business succession and family planning matters. Robert’s educational background in accounting and tax allows him to advise clients on a broad range of complex business and legal planning matters, and to understand and work, on a team approach, with his client’s other professional advisors. In addition to his business organization and commercial transaction work, Robert works extensively with all types of tax-exempt and non-profit organizations, including community foundations and private family foundations. This work includes both entity formation matters and the process of applying for and obtaining tax-exempt status.
Experience >
- Represented owner of national chain of restaurants on structuring and funding its growth with outside investors
- Represented owners and operators of assisted living facilities in acquisition and growth strategies
- Represented family-owned business in the restructuring of operations to address different priorities and goals of owners
- Represented franchisee in acquisition and financing of over one hundred locations across multiple states
Memberships and Affiliations >
- Montgomery County Bar Association
- American Bar Association (Member, Sections on Taxation, Real Property, Probate and Trust Law)
- Alabama State Bar (Member, Alabama Board of Bar Examiners, 1996-2000)
Education >
- B.S., University of Alabama at Birmingham, 1982
- J.D. (magna cum laude), Cumberland School of Law, Samford University, 1985
- LL.M. in Taxation, New York University, 1986
Accolades >
- The Best Lawyers in America©, Closely Held Companies & Family Business Law
- Member and Associate Editor, Cumberland Law Review, 1984-85
Presentations and Publications >
- “Change Alabama with Giving Alternatives,” Alabama Giving, a charitable gifting network, 2004
Related Practices
- Federal and State Tax Controversy
- Corporate and Securities
- Estate and Business Succession
- Tax
- Corporate Transparency Act
Bar Admissions
- Supreme Court of Alabama
- United States District Court, Middle District of Alabama
- United States Tax Court