AA Contact info

Kathy Barden
Phone: 919.821.6634
Fax: 919.821.6800
kbarden@smithlaw.com

Practice Areas

Bar & Court Admissions

  • North Carolina

Education

University of North Carolina, J.D., with honors, 1998

University of North Carolina, Master of Accounting, 1993

University of North Carolina, Bachelor of Science in Business Administration, 1993

Find Professionals
Photo of Kimberly Quarles Swintosky

Kimberly Quarles Swintosky

Partner
  • 150 Fayetteville Street, Suite 2300
    Raleigh, North Carolina 27601
  • Phone: 919.821.6736
  • Fax: 919.821.6800

Kim Swintosky practices tax, corporate and business law with an emphasis on private equity transactions and general representation of closely-held businesses and their owners. Before joining Smith Anderson, Kim worked as a tax consultant with Arthur Andersen, LLP. She is a North Carolina Certified Public Accountant (CPA).

Kim regularly advises privately-owned businesses and their owners with respect to business and individual taxation and other business-related legal needs. She assists business clients with respect to business strategy, internal governance and contracting, risk management and tax planning, as well as corporate finance, liquidity event and acquisition transaction structuring and negotiation. She has significant experience with tax pass-through entities.

Kim also regularly advises closely-held businesses, including professional services practices structured as S corporations and limited liability companies, with respect to a wide range of tax and business law matters, including formation, capitalization, interest transfers and redemptions, mergers, acquisitions and asset sales transactions, owner withdrawal transactions, liquidations, and dissolutions.

In addition to her business advisory practice, Kim regularly counsels individuals regarding personal tax planning, asset protection planning, succession planning and estate planning. Kim’s tax and accounting background allows her to assist business owners in formulating practical business strategies that are mindful of their tax implications including advice related to choice of entity matters, succession planning, mergers, acquisitions, divestitures and buy-sell arrangements.

Professional & Community Affiliations

  • American Institute of Certified Public Accountants
  • North Carolina Bar Association
    • Member, Tax Section Council (2012-2014)
    • Member, Tax Section
    • Member, Business Law Section
    • Member, Estate Planning and Fiduciary Law Section
  • North Carolina Association of Certified Public Accountants
  • Wake County/Tenth Judicial District Bar Association
  • Director, Boys & Girls Clubs of Wake County
    • Treasurer (2016)
    • Secretary (2015)
    • Co-chair Annual Campaign (2009 & 2013)  
  • Director, Carolina Ballet
  • Volunteer, Legal Aid of North Carolina, Volunteer Lawyers Program
  • Member, Planning Committee, UNC Tax Institute

Honors & Awards

  • The Best Lawyers in America©, Tax Law (2017)
  • Business Leader Magazine’s 2012 Top 50 Entrepreneur Award
  • Business Leader Magazine’s 2011 Women Extraordinaire Award
  • Business North Carolina's Legal Elite, Tax and Estate Planning
  • Triangle Business Journal’s 2008 “40 Under 40” Leadership Award
  • Graduate of the Greater Raleigh Chamber of Commerce Leadership Raleigh Program (Class 27)
  • Staff Member, Carolina Law Review

Experience

  • Represented private equity groups in making investments in closely-held businesses
  • Represented sellers in sales of closely-held businesses to private equity groups
  • Represented sellers in sales of closely-held businesses to public companies
  • Represented individuals making investments in closely-held businesses
  • Represented start-up businesses in connection with capital raises
  • Represented physicians in sales of practices to hospital system
  • Represented entrepreneurs with business start-up matters, including choice of entity analysis and drafting related tax driven agreements
  • Represented individuals and closely-held businesses in individual and business tax planning and structuring transactions, including succession and exit planning
  • Represented high net worth individuals in sophisticated transfer tax planning
  • Represented clients with respect to asset protection and estate planning
  • Represented clients with respect to compliance with North Carolina's Professional Corporation Act

Webinars

Events

  • Presenter, An Introduction to Profits Interests, UNC's Festival of Legal Learning, February 2016