Bob helps all types of exempt organizations, including charities, trade associations, social welfare organizations and social clubs, in matters ranging from formation and operation to merger and dissolution. He serves as general counsel for exempt organizations and advises on tax and governance issues including intermediate sanctions, unrelated business income, and the use of for-profit subsidiaries and single member limited liability companies. 

Bob also represents exempt organizations in federal and state tax audits, and has significant experience as bond counsel, underwriter’s counsel, company counsel and authority counsel in tax-exempt financings. 

Recent representative clients include:

  • North Carolina Rural Center
  • Office of Mortgage Settlement Oversight
Learn more about this practice area

Bob counsels trade associations in a wide range of industries on tax matters related to formation, mergers and dissolution. He has served as general counsel to various chambers of commerce and industry trade groups. 

Representative clients include:

  • Chapel Hill Carrboro Chamber of Commerce
  • The International Lead Zinc Research Organization
Learn more about this practice area

Bob has an active estate planning practice with an emphasis on charitable giving with private foundations and donor advised funds. He has experience with the formation, merger, and dissolution of private foundations, and is experienced in the reclassification of private foundations as public charities. He has also advised and participated in seminars sponsored by various community foundations.

Learn more about this practice area

Bob advises companies that are seeking to operate as social enterprises in the Fourth Sector on a variety of governance and tax-related issues. He has participated in activities involving such organizations as the North Carolina Fourth Sector Cluster Initiative and has attended the national conferences for the Business Alliance for Local Living Economies (“BALLE”). Bob has advised farmers markets on entity formation and tax-exempt status issues. 

Recent representative Fourth Sector clients include:

  • PTA Thrift Shop, Inc. 
  • Partnership for a Sustainable Community
  • The North Carolina Business Law Council
  • Greensboro Farmers Market
Learn more about this practice area

Bob represents his clients on national, state and local tax controversy issues. Having previously worked at the IRS Office of Chief Counsel, Bob has an in-depth understanding of tax disputes and how to best serve clients’ needs throughout the complex legal process. He is the co-author for the North Carolina Chapter of the ABA Property Tax Handbook and the ABA Sales and Use Tax Handbook.

Learn more about this practice area

Selected by his peers for inclusion in The Best Lawyers in America© in Litigation and Controversy-Tax, Non-Profit/Charities Law and Tax Law (2007-2018); Recognized as “Lawyer of the Year” in Greensboro for Non-Profit/Charities Law (2014) and Litigation and Controversy-Tax (2013, 2015, 2017)

Board Chair, Chapel Hill-Carrboro Chamber of Commerce, 2015-present

Vice Chair, Board of Directors, Chapel Hill-Carrboro Chamber of Commerce 

Adjunct Lecturer of Nonprofit Law, University of North Carolina at Greensboro, 2006-present 

Chair, Nonprofit Organizations Committee of the North Carolina Business Law Council, North Carolina Bar Association, 2011-present

Member, Carrboro Economic Sustainability Commission, 2010-present

Member, Carrboro Arts Commission, 2009-2010

Leadership North Carolina Class XVI, 2008-2009

United Arts Council Representative - The Sternberger Commission, 2003-present

Board Secretary, Greensboro Public Library Foundation, 2002-present

Member, North Carolina Rules Review Commission, 2001-2007

Frequent lecturer on nonprofit matters at the N.C. Festival of Legal Learning 

Co-author of Business Law Section Newsletter Article, North Carolina Benefit Corporation Act: A Summary of Senate Bill 99 (April 23, 2013)

"What is the Fourth Sector?" Presentation to Business Law Institute, North Carolina Bar Association, February 2012

"Legal Issues Facing Fourth Sector Entities," Presentation to North Carolina Fourth Sector Cluster Initiative, March 2011

Co-author of the North Carolina Chapter, ABA Property Tax Handbook, (2003-2015)

Co-author of the North Carolina Chapter, ABA Sales and Use Tax Handbook (2003-2015)

Another day, another chance to excel.

Recent Publications & Media

Speaking Engagements

February 12, 2012

Seven Brooks Pierce Attorneys on Faculty for UNC CLE Festival

Wade Hargrove presented "Media Law in the Digital Age: The Rules Are Changing, Are You?" on February 11. Continuing change in the way news and information are communicated and received has undermined the business model of conventional news media companies causing public officials to reassess...Read more

Recent Publications & Media