Josh has experience assisting fund sponsors of all sizes in forming a variety of investment funds, including private equity, credit, real estate, alternative asset, hedge funds, and fund-of-funds. His work includes advising on tax structure, drafting disclosure and organizational documents, and negotiating side letters with investors. He also counsels a variety of partnerships, including LLCs and real estate developers on complex, tax-related issues.

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As a former New York tax attorney, Josh is experienced in counseling clients through the federal income tax implications of a wide range of corporate transactions and complex tax issues. His experience includes working with asset managers in all stages of investment funds, assisting issuers and underwriters in capital market transactions, negotiating and structuring mergers and acquisitions, assisting in a variety of REIT transactions and compliance, and advising on complex cross-border transactions.

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Panelist, COVID-19 Legal Webinar Series, North Carolina Bar Association Continuing Legal Education Webinar, April 2020

Recent Publications & Media

Speaking Engagements

Recent Publications & Media

Coronavirus under microscope

Tax Incentives for Employers in the CARES Act

Insight
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April 6, 2020
Much of the focus of the attention generated by the CARES Act has been on the Payroll Protection Program (PPP) through the Small Business Association. Loans through the PPP have the potential to be forgiven on a tax-free basis. Please see our client...(read more)
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Brooks Pierce Hosts Webinar on Navigating the CARES Act

Firm News
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April 3, 2020
Brooks Pierce attorneys Sue Young, Melissa Weaver, Josh Lingerfelt and Steve LaSota recently presented a webinar on the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). The webinar focused on the new law and its provisions for...(read more)
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Employer Tax Relief Under COVID-19 Legislation

Insight
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March 18, 2020
Update: President Trump signed these Acts into law on March 18. They are expected to take effect no later than April 2. Much has been made of the cost to employers of the leave required by the Emergency Paid Sick Leave Act and the Emergency Family...(read more)