Successfully represented numerous companies in tax controversies involving coal excise tax disputes in United States District Court, United States Tax Court, and the Court of Federal Claims, resulting in substantial taxpayer recoveries
Represented numerous professional and other corporations in the design and implementation of qualified retirement plans and unqualified deferred compensation arrangements for key employees
Represented numerous corporations in the negotiation and implementation of mergers and other restructuring with transaction values in excess of $170 million
Serves as a Consultant of Corporate Capital Resources LLC, a wholly owned consulting subsidiary of Gentry Locke Rakes & Moore; established to provide fee-only business succession consulting services to owners of closely held companies
Represents over 100 public and private companies in the adoption and operation of Employee Stock Ownership Plans (ESOPs) and subsequent stock purchases from public and private shareholders
Structured and implemented numerous acquisitions of turbine and rotary aircraft for U.S. and foreign companies; oversees compliance with FAR Part 91 and Part 135 operations
Represents many individuals and families in the structuring and implementation of sophisticated estate plans, designed to minimize the negative impact of state and federal taxes