Joe’s practice focuses on federal and state tax planning and partnership and limited liability company law. He regularly advises clients with respect to business formations and mergers, acquisitions, and reorganizations. He also has experience representing taxpayers before the Internal Revenue Service and state taxing authorities.
Joe received a B.A. in English (literature concentration), summa cum laude, from the University of Tennessee, a J.D., summa cum laude, from the University of Tennessee, and an LL.M. in Taxation, summa cum laude, from the University of Alabama. While at the University of Tennessee, he was a member of the Tennessee Law Review and served as Executive Editor of Transactions: The Tennessee Journal of Business Law. Prior to joining the firm, Joe practiced in the corporate tax group at a large law firm in Nashville, Tennessee.
Joe is licensed to practice in North Carolina, Tennessee, and before the United States Tax Court.
- Advised large pharmaceutical company in connection with multiple venture capital fund investments
- Advised local business in acquisition of custom storage franchise
- Advised multinational biotechnology company in connection with venture capital fund investment
- Advised local client in acquisition of commercial printer business
Our Tax practice group provides a full range of services related to federal, state, and local taxation. Our team has the expertise and experience to provide the practical legal advice and specific service to meet the needs of our clients.
The Investment Funds practice group is an interdisciplinary team of attorneys who focus on formation and management of private investment funds, and representation of fund sponsors, managers, advisers, and investors. We provide legal counsel in all relevant areas, including fund structure, tax planning, securities laws, internal ownership and control, regulatory, and other legal matters.
Our Tax-Exempt Organizations practice area works with many kinds of nonprofit organizations including § 501(c)(3) charitable, religious and educational organizations, including churches, schools and hospitals, § 501(c)(6) trade associations and § 501(c)(7) social clubs and homeowner associations.
Mergers & Acquisitions
Our M&A practice group is composed of experienced transactional attorneys focused on handling the complexities of M&A transactions. We take pride in working closely with our clients at every stage of the process, from pre-transaction preparation and deal structuring in order to maximize value and minimize risk, through due diligence, to drafting and negotiating definitive agreements, and ultimately to closing and post-closing advice.
Employee Benefits & Executive Compensation
Our Employee Benefits & Executive Compensation practice group assists employers in managing their employee benefit programs, equity plans, and executive compensation programs. We represent corporations, partnerships, nonprofit and governmental entities, trustees, investment advisers, fiduciaries, and executives.