Bill has an active private equity practice. He regularly assists funds with their portfolio company investments, acquisitions and fund formation matters. Bill has worked with a wide variety of investors, from small closely-held companies to large companies with international investments and funds worth hundreds of millions of dollars. He also counsels a variety of partnerships, including LLCs and real estate developers on complex, tax-related issues.

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Bill counsels businesses through complex tax saving strategies and represents clients in cases related to mergers, acquisitions, and dispositions of businesses. Bill takes an integrated approach to his practice, and often counsels on a variety of other legal issues, such as securities and environmental matters, that arise during his representation.

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Bill helps families efficiently transfer control of their businesses to the next generation of owners as it relates to income, gift and estate taxes. He also counsels foundations and the families that own them on tax-related issues that are unique to foundations.

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Bill represents his clients on evaluation disputes related to estates and gifts. An experienced litigator, he represents clients before the Internal Revenue Service, the Tax Court, the United States District Court, the United States Fourth Circuit of Appeals, and the United States Supreme Court.

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Selected by his peers for inclusion in The Best Lawyers in America© in Tax Law and Trusts & Estates Law (1993-2019)

Recognized by his peers for inclusion in Business North Carolina's "Legal Elite" in Tax/Estate Planning Law (2002, 2005-2007, 2009-2010, 2013-2014) and Business Law (2003, 2011)

Recognized in North Carolina Super Lawyers (Thomson Reuters) in Tax Law (2006-2014)

Presenter, Business North Carolina Cybersecurity Roundtable, Raleigh, NC, November 2018. 

Presenter, "A Wrench in the Gears: How to Prevent a Data Breach from Disrupting Your Operations & Customer Relationships," mfgCON 2018, Durham, NC, November 14, 2018. 

Presenter, "Data Breaches & Cybersecurity," 2018 CFO/CPA Risk Management Conference, Greensboro, NC, October 16, 2018

Presenter, "Data Privacy - A Legal Assessment," CFO Roundtable event, High Point, NC, August 16, 2018

Co-presenter, "You've Been Breached: What Next?," Business North Carolina CEO Summit, Pinehurst, NC, March 27, 2018

Panelist on cybersecurity concerns for entrepreneurs, Greater Women's Business Council's POP Too! Conference, Raleigh, NC, March 9, 2017

Co-presenter (with Thomas Varnum), "Digital Marketing Blues," Raleigh Social Media Marketing Meetup, Raleigh, NC, January 18, 2017

Co-presenter (with Thomas Varnum), "Digital Marketing Blues," Internet Summit, Raleigh, NC, November 16, 2016

Presenter, “Digital Media and Marketing,” UNC Festival of Legal Learning, February 14, 2015

Presenter, “Responding to a Data Breach,” Banking Security Summit, North Carolina Bankers Association, October 16, 2014

Presenter, Digital Legal & Compliance 101 Panel Discussion, North Carolina Association of Broadcasters, June 24, 2014

Presenter, “Tax Consequences of Lobbying and Political Advocacy,” North Carolina Association of Certified Public Accountants, May 2014

Panelist, Representing Your Local Broadcaster, ABA Forum on Communications Law, April 2014

Co-author, “Commercial Free TV and Aereo:  What Lies Ahead for Content Owners in the Wake of the Ninth Circuit’s AutoHop Decision,” Communications Lawyer, November 2013

Co-author, “Prior Restraint 2.0: A Framework for Applying Section 230 to Online Journalism,” 1 Wake Forest J.L.& Pol'y 75, May 2011

Co-author, “Supreme Court Rocks Campaign Finance Boat,” Triad Business Journal, 2010

Moderator, “Recent Developments in Election Law,” North Carolina Professional Lobbyists Association, October 2013

Panelist, “Copyright and the Internet: Giving Broadcasters the Cold Shoulder?” American Bar Association, Representing Your Local Broadcaster, April 2013

Presenter, “Citizens United and Corporate Political Speech: New Opportunities and Obstacles,” North Carolina Professional Lobbyists Association, October 2010

Presenter, “Indemnification, Attorneys’ Fees and Arbitration Provisions in Contracts,” North Carolina Bar Association, Business Law Section Annual Meeting, February 2010

If you have a complicated problem that no one else can solve, you need to get in touch with us.

Recent Publications & Media

Speaking Engagements

August 24, 2018

Charles Marshall Speaks on Data Privacy At CFO Roundtable

Brooks Pierce partner Charles Marshall spoke at the quarterly CFO Roundtable sponsored by Parker & Lynch, DMJ Accounting and Scott Insurance in High Point on Aug. 16. In his presentation, entitled “Data Privacy—A Legal Assessment,” Marshall discussed the importance of collaboration between a...Read more

Recognitions

The 2019 edition of The Best Lawyers in America © recognized 55 Brooks Pierce attorneys as industry...(read more)
The 2018 edition of The Best Lawyers in America © recognized 54 Brooks Pierce attorneys as industry...(read more)
The 2017 edition of The Best Lawyers in America © recognized 50 Brooks Pierce attorneys as industry...(read more)
The 2016 edition of The Best Lawyers in America © recognized 48 Brooks Pierce attorneys as industry...(read more)
Brooks Pierce is pleased to announce that 27 of the firm’s attorneys have been named to the 2014...(read more)
The 2015 edition of The Best Lawyers in America© recognized 46 Brooks Pierce attorneys as industry...(read more)
Business North Carolina magazine publishes annually the “Legal Elite,” lawyers throughout the state...(read more)
Brooks Pierce is pleased to announce that 39 lawyers, representing 46% of the firm’s attorneys,...(read more)
Brooks, Pierce, McLendon, Humphrey & Leonard, LLP is pleased to announce that 46 lawyers were...(read more)
Business North Carolina magazine publishes annually the "Legal Elite," lawyers throughout the state...(read more)
Brooks, Pierce, McLendon, Humphrey & Leonard, LLP is pleased to announce that 45 lawyers,...(read more)
Brooks Pierce is pleased to announce that 38 lawyers, representing 43% of the firm’s attorneys,...(read more)
Brooks, Pierce, McLendon, Humphrey & Leonard, LLP is pleased to announce that 34 lawyers,...(read more)
Business North Carolina Business North Carolina magazine publishes annually the " Legal Elite " -...(read more)
The Best Lawyers in America Brooks, Pierce, McLendon, Humphrey & Leonard, LLP is pleased to...(read more)
Business North Carolina magazine publishes annually the "Legal Elite" - lawyers throughout the...(read more)
Nine Brooks Pierce attorneys were selected by their peers to North Carolina's Legal Elite 2009 ,...(read more)
Eighteen Brooks Pierce Attorneys Named as North Carolina Super Lawyers Brooks, Pierce, McLendon,...(read more)
Three attorneys recognized in "Top 100" North Carolina Super Lawyers Brooks Pierce is pleased to...(read more)

Recent Publications & Media