On February 22, 2007, Smith Anderson lawyers Walter Rogers, Bill Nelson and Josh Bryant presented to the Charlotte chapter of the CPA Law Forum a seminar on Income Tax Issues for Real Estate Investors. The well-attended seminar provided practical guidance on how to achieve income tax objectives through proper real estate transaction planning. It reprised a similar seminar provided by Mr. Rogers, Mr. Nelson and Mr. Bryant for the Triangle chapter in June 2006.
A national educational and networking organization with chapters throughout the United States including the Triangle area, The CPA/Law Forum brings together professionals in the accounting, legal and financial industries.
Mr. Rogers represents diverse clients in matters involving federal, state and local taxation and in business transactions with tax implications. He regularly advises on tax planning for businesses, individuals, trust and estates; resolves tax controversies; and advises tax-exempt organizations in matters of formation and operation.
Mr. Nelson practices in the areas of federal, state and local tax planning and advocacy for businesses and tax-exempt entities. His diverse experience includes planning and structuring corporate acquisitions and tax-free reorganizations; tax planning for private equity funds, partnerships and limited liability companies; general tax planning for businesses; and international tax planning.
Mr. Bryant's practice includes advising on corporate and business law, tax law, and estate planning. Prior to attending law school, he became a Certified Public Accountant and worked as a tax consultant with the Raleigh office of Ernst & Young LLP where his practice focused on the federal tax treatment of pass-through entities.