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
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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
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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.

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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
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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.

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Selected by his peers for inclusion in The Best Lawyers in America© in Litigation and Controversy-Tax, Non-Profit/Charities Law and Tax Law (2007-2019); Recognized as “Lawyer of the Year” in Greensboro for Non-Profit/Charities Law (2014) and Litigation and Controversy-Tax (2013, 2015, 2017, 2019)

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 

Speech, “Federal Trade Commission v. North Carolina Board of Dental Examiners: Antitrust Scrutiny of Occupational Licensing Boards and the Implications for Boards of Pharmacy,” Annual Meeting of MALTAGON (association of boards of pharmacy in southeastern states), October 2013

Speech, “Competition Issues Concerning Medical and Dental Boards,” Annual Meeting of the Antitrust and Complex Business Disputes Law Section, February 2012

Speech, “Federal Trade Commission v. North Carolina Board of Dental Examiners: Antitrust Scrutiny of Occupational Licensing Boards and the Implications for Regulation in North Carolina,” Annual Pharmacy Leaders Forum (meeting of state pharmacy regulators, pharmacists and pharmacy schools), September 2011

Speech,  "Licensing Board Cases and Contested Issues," Annual Meeting of the Administrative Law Section Annual Meeting, February 2010

Course planner and presenter, “Data Security and Privacy in the Age of Smartphones and Social Networking,” Annual Meeting of the Antitrust and Complex Business Disputes Law Section, February 2009

Another day, another chance to excel.

Recent Publications & Media

Speaking Engagements

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 recently recognized the firm’s attorneys who made significant contributions to pro...(read more)
The 2015 edition of The Best Lawyers in America© recognized 46 Brooks Pierce attorneys as industry...(read more)
Brooks, Pierce, McLendon, Humphrey & Leonard, LLP is pleased to announce that 46 lawyers were...(read more)
Brooks, Pierce, McLendon, Humphrey & Leonard, LLP is pleased to announce that 45 lawyers,...(read more)
Brooks, Pierce, McLendon, Humphrey & Leonard, LLP is pleased to announce that 34 lawyers,...(read more)

Recent Publications & Media