Tax Law

Complex Laws. Straightforward Results.

Tax Planning
The tax laws are frequently changing and can present a wide range of complicated legal issues for clients. Tax issues can arise from most all types of business and financial activities and require careful planning in order to effect the most advantageous tax strategies. In today’s environment, consideration of tax issues is an important part of any business or economic plan and can lead to more informed financial decisions and efficient use of resources. Experienced tax representation is critical in order to identify the obstacles and opportunities arising from federal, state, and local tax issues. Burr & Forman is committed to providing top quality service and working with clients to develop innovative and practical solutions to tax issues.

Experience And Expertise
Our multidisciplinary practice team provides experienced tax representation to all types of entities, including corporations, limited liability companies, general and limited partnerships, trusts and estates, and various nonprofit organizations. Our tax attorneys also represent individuals on personal tax matters, such as investments in businesses, employment and benefits issues, wealth management and transfer issues, business succession planning, asset protection issues, and estate and gift planning.

Our attorneys have extensive experience on state and local tax issues, such as tax incentives, negotiations with government entities on matters relating to business and industry expansions and relocations, as well as other state and local concerns. We have members of our tax team who are licensed in Alabama, Tennessee, Mississippi, Georgia, and Florida.

The experience background of our tax attorneys contribute to their expertise and broad range of capabilities. The firm’s tax group is composed of a number of attorneys with specialized degrees in taxation and former practicing Certified Public Accountants. Our attorneys have frequently taught law school classes on various tax and financial matters, including federal income tax and business planning. Additionally, members of our tax team routinely write and speak on issues related to taxation and economic development.

Our Services

We provide services on a variety of federal, state and local tax issues, including the following matters:

  • Mergers and acquisitions
  • Real estate transactions
  • Corporate, partnership, and limited liability company organization and planning
  • State and local tax planning
  • Securities offerings
  • Liquidations and sales
  • Tax exempt entity organization and planning
  • Employee benefits, retirements plans, and related matters
  • Trusts and estates
  • Tax controversy matters involving federal, state and local taxes
  • Legislation and regulation
  • Tax opinions

Our tax attorneys work to develop and implement substantive and practical tax advice and strategies for our clients in all of the above areas, while at the same time, we assist our clients in evaluating other business and legal issues involved. Utilizing the resources from other practice groups within Burr, such as our Business, Litigation, Financial Services and Real Estate groups, we deliver the seamless legal services needed by our clients.

For more information please contact one of the members of our tax group.

Our Attorneys

Louis Anders
Retired Partner ~ Birmingham, Alabama|
(205) 458-5275
(205) 244-5600
C. Reid Barrineau
Associate ~ Atlanta, Georgia|
(404) 685-4311
(404) 214-7399
C. Reid
Kathryn Bouchillon
Partner ~ Atlanta, Georgia|
(404) 685-4280
(404) 214-7383
Edward Brown
Partner ~ Atlanta, Georgia|
(404) 685-4292
(404) 214-7947
Joshua Ehrenfeld
Counsel ~ Nashville, Tennessee|
(615) 724-3232
(615) 724-3332
Bryan Glover
Partner ~ Atlanta, Georgia|
(404) 685-4252
(404) 214-7395
C. Logan Hinkle
Partner ~ Birmingham, Alabama|
(205) 458-5154
(205) 244-5659
C. Logan
Chester "Chet" Hosch
Partner ~ Atlanta, Georgia|
(404) 685-4279
(404) 214-7979
Ingu Hwang
Counsel ~ Birmingham, Alabama|
(205) 458-5313
(205) 244-5684
Debra Mackey
Counsel ~ Birmingham, Alabama|
(205) 458-5484
(205) 244-5751
Warren Matthews
Partner ~ Montgomery, Alabama|
(334) 241-7000
(334) 262-0020
James McCarten
Partner ~ Atlanta, Georgia|Nashville, Tennessee|
(404) 532-7236
(404) 817-3244
William McKenzie
Partner ~ Atlanta, Georgia|
(404) 685-4312
(404) 214-7396
Norman Orr
Partner ~ Birmingham, Alabama|
(205) 458-5142
(205) 224-9453
Bruce Rawls
Partner ~ Birmingham, Alabama|
(205) 458-5247
(205) 244-5700
Allen Sullivan Jr.
Partner ~ Birmingham, Alabama|
(205) 458-5108
(205) 244-5717
William Thuston
Managing Partner ~ Birmingham, Alabama|
(205) 458-5143
(205) 244-5712
Brian Watson
Counsel ~ Orlando, Florida|
(407) 540-6629
(321) 249-0529

Experience Matters

Brief sentence defining representative matters.

  • Internal Revenue Code Compliance, Section 409A

    Retained by publicly traded company to assist in bringing its Non-Qualified Deferred Compensation Plans into compliance with Section 409A of the Internal Revenue Code.
  • Restructure of Real Estate Development Loans

    Limited partners has invested over $50 million in four separate private placements sponsored by our developer client to acquire approximately 8000 acres of unimproved land for development; Lead bank provided credit for development loans of over $50 million for four separate developments with different owners, most of which were in the form of tax-free Improvement District Bonds; handled all acquisition and financing transactions. 2009-to present - Negotiated global settlement with lead bank involving all properties and entities. Services included tax planning in connection with restructure of ownership of the properties; evaluation of fiduciary duties of developer to investor partners; negotiation of global settlement with bank; tax planning on the forgiveness of part of the debt; refinancing transactions, and negotiation of subordination of bank debt in connection with future development. Business and tax planning in restructure of several syndicated limited partnerships with different sets of investors to accommodate loan restructure and loan cancellation with principal bank lender; negotiate settlement agreement with lender.
  • Loan Refinance

    Represented large corporation in refinancing of loan in the approximate amount of $40 million secured by senior residential facility located in Mobile, Alabama. Involved conversion of approximately $20 Million of loan amount into preferred equity contribution in a newly formed LLC that acquired the facility and refinanced approximately one-half of the corporation's outstanding loan. Scope of work involved advice as to structure of equity investment; and negotiating equity contribution agreement and operating agreement for newly formed limited liability company.
  • Sale of Stock

    Represented the stockholders of VI Prewett & Sons in the sale of its stock to Gildan Activewear, Ltd., a Toronto-based manufacturer of clothing and sportswear with operations in twelve countries. The transaction was preceded by the bundling of sixteen subsidiary corporate entities into a single entity for sale to Gildan. Terms of the deal included post-closing escrows and earnout provisions as well as agreements with various officers and affiliates. The firm is continuing to work with the Shareholder Representatives in completing post-closing matters.
  • Company Restructure

    Represented client Budgetext Corporation, a distributor of educational materials having sales in excess of $100,000,000 annually, with the recapitalization and restructuring of the Company in connection with the offering of shares to third party investors. Work included negotiation of contracts, analysis, review and preparation of due diligence materials and offering materials, advice on tax matters, and review of structuring issues. Proposed transaction included sale of subsidiaries in Puerto Rico and Panama.


September 17, 2014
Jim McCarten to Speak at the Cumberland Chapter of Tennessee Society of CPAs