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 (1993-2020)

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)

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Recent Publications & Media

Recent Publications & Media