Sale of veterinary practice and office building for $2 million transaction value

Dec 31, 2022

OUTCOME: Successful representation of selling doctor.

Reduced federal tax due, resulting in $121,187 refund from IRS

Dec 13, 2022

OUTCOME: Successful IRS tax due reduction of $121,187 (refund).

Reduced tax, penalties and interest, resulting in refund of $121,187 to high-net-worth individual via IRS Audit Reconsideration.

Buy-out of senior doctor for $500k in two-doctor practice via seller financing

Jul 30, 2022

OUTCOME: Successful representation of buy-in doctor.

NCDOR Sales and Use Tax Audit Defense

Apr 25, 2022

OUTCOME: Successfully minimized sales and use tax assessed.

Successfully defended and minimized tax assessed in six-year NCDOR Sales and Use Tax Audit of healthcare services company with no prior sales or use tax filings and significant record retention irregul ... arities.

Settled IRS debt of $506,749 for $116,000

Jan 03, 2022

OUTCOME: Successful IRS settlement.

Negotiated an IRS Offer in Compromise for business client and settled federal tax debt of $506,749 for $116,000 after four rounds of negotiations with the Internal Revenue Service.

Sale of business divisions

May 13, 2015

OUTCOME: Successful representation of seller

Represented a North Carolina corporation in the energy sector selling its business divisions in two separate transactions.

Restructuring of S corporation

Dec 01, 2014

OUTCOME: Successful representation of S corporation.

Assisted client with restructuring company to accommodate for more than 100 owners in an S corporation structure, including conversions and related requalification to do business.

Sale of environmental corporation to strategic buyer for $8 million

N/A

OUTCOME: Successful representation of seller