Education
  • University of North Carolina, J.D., with highest honors, 2007, Order of the Coif; Editor in Chief, North Carolina Law Review
  • University of North Carolina at Greensboro, M.F.A. in Creative Writing (Poetry), 2003
  • University of North Carolina at Chapel Hill, B.A. in Psychology with distinction, minor in Creative Writing, highest honors, 2001
Bar & Court Admissions
  • North Carolina
  • U.S. District Court, Middle District, North Carolina
  • U.S. Tax Court

Adam P.M. Tarleton

Photo of Adam P.M. Tarleton
Partner
2000 Renaissance Plaza
230 North Elm Street
Greensboro, NC 27401
T: (336) 271-3166
F: (336) 232-9066
E:

Adam focuses his practice on helping closely held businesses and their owners navigate the tax, corporate, and fiduciary aspects of transactions in each stage of the life of a business, from the initial organization and capitalization of a company to its sale and liquidation or the transfer of control to a new generation of owners and executives. He frequently helps business owners and executives prepare estate plans that fulfill their personal goals in a tax-efficient manner, and provides advice on establishing and maintaining family foundations or charitable trusts as a means of reducing income taxes while also fulfilling clients' philanthropic objectives. As a complement to his tax planning practice, Adam regularly represents taxpayers in disputes with the IRS and state and local taxing authorities, and represents and advises trustees and beneficiaries in fiduciary litigation.

Seminars & Publications

  • "Public Companies and Private Foundations: Tax Pitfalls For Insider Gifts," Tax Assessments, N.C. Bar Association, February 2013
  • "New Law Requires Department of Revenue to Adopt 'Rules' on Combined Reporting," Tax Assessments, N.C. Bar Association, September 2012
  • Presenter, Estate and Charitable Planning Opportunities in the Sale of a Business, UNC Festival of Legal Learning, February 2012
  • Panelist, Marketing, Financing and Legal Advice for Creative Businesses, Southern Entrepreneurship in the Arts Conference, UNC-Greensboro, February 2012
  • "North Carolina's New Forced Combination Statute," Tax Assessments, N.C. Bar Association, October 3, 2011
  • Presenter, "Choosing the Right Entity for Your New Practice," N.C. Bar Association Solo/Small Firm Conference, November 18, 2011
  • Presenter, "Charitable Giving Structures," Watauga County Community Foundation, September 23, 2011
  • "The Evolving Estate, Gift, and Generation-Skipping Transfer Tax System," Society of Financial Services Professionals, January 18, 2011
  • "Enforceability of Online Terms and Conditions Incorporated into a Written Contract," North Carolina Bar Association Business Law Section newsletter, April 2010
  • Seminar, "Legal Developments Affecting Green Building: From Cap-and-Trade to Stimulus Grants," Commercial Real Estate Sustainable Forum (Greensboro, 2010)
  • Co-author, Stock Purchase Agreement Form, N.C. Bar Association Business Law Section's Forms Project, 2009
  • In Search of the Welcome Mat: The Scope of Statutory Federal Question Jurisdiction After Grable & Sons Metal Products v. Darue Engineering & Manufacturing, 84 N.C. L. Rev. 1394, 2006

Honors & Awards

  • Recognized as a member of the "Legal Elite" in Tax and Estate Planning Law in Business North Carolina magazine (2014)
  • Recognized as a "Rising Star" by North Carolina Super Lawyers in Estate and Probate Law (2014)

Professional & Community Activities

  • Member, Board of Directors, Green Hill Center for North Carolina Art, 2011-present
  • Member, Board of Directors, Ten Thousand Villages of Greensboro, 2012-present
  • Volunteer, Greensboro Women's Resource Center Attorney Hotline
  • Assistant Poetry Editor, storySouth magazine
  • Sumner Elementary School Male Mentor Program, 2008-2010

News

Seminars & Speaking Engagements

Publications