Top Rated Tax Attorney in Baton Rouge, LA

Honors/Awards

• Previously Listed in A.M Best's Directory of Recommended Insurance Attorneys & Adjusters, None
• Martindale-Hubbell Rating: AV

Educational Background

• Louisiana State University, Baton Rouge, Louisiana, B.S. in Accounting, 1977
• Georgetown University Law Center, Washington, District of Columbia, LL.M. in Taxation, 1981

Scholarly Lectures/Writings

• Advanced LLC Issues in Louisiana-Ethical Considerations and Mastering Estate Planning Issues, National Business Institute, Baton Rouge, LA, February 25, 2005
• Limited Liability Companies in Louisiana, National Business Institute, New Orleans, October 12, 2001
• Considerations in Buying and Selling a Business in Louisiana-"Partnerships: Tax Considerations", National Business Institute, December 12, 1997
• Medical Malpractice in Louisiana, National Business Institute, January 14, 1992
• Advising Small Business Start Ups and Larger Companies in Louisiana-Choice of Entity and Initial Considerations, Lorman Education Services, Baton Rouge, December 5, 2005
• §1031 Exchanges of Investment Properties in Louisiana, National Business Institute, December 3, 2001
• The Legal Structures of Business Organizations in Louisiana, Louisiana Notary Association., May 1, 1998
• Louisiana Sales and Use Tax for Manufacturers, National Business Institute, May 20, 1992
• Advising Small Business Start Ups and Larger Companies in Louisiana-Ethical Considerations in Formation of Limited Liability Companies, Lorman Education Services, Baton Rouge, December 5, 2005
• Louisiana State Bar Association Tax Section Baton Rouge Technical Meeting on Ethics and Professionalism, December 13, 2001
• Limited Liability Companies in Louisiana, National Business Institute, May 14, 1998
• 1992 Annual Convention - "A View From the Bench", Louisiana Trial Lawyers Association, October 16, 1992 - October 17, 1992
• Advising Small Business Start Ups and Larger Companies in Louisiana-Tax Considerations, Lorman Education Services, Baton Rouge, December 5, 2005
• Limited Liability Companies Recent Developments, Baton Rouge Bar Association, December 27, 2001
• Recent Developments & Practical Operating Procedures for Louisiana Limited Liability Corporations, Louisiana Bankers Association, November 12, 1998
• Planning Opportunities With Living Trusts in Louisiana, National Business Institute's Law Review Series, October 29, 1992
• Advanced LLC Issues in Louisiana-Advanced Tax Issues, National Business Institute, New Orleans, LA, February 24, 2005
• Advising Small Business Start Ups and Larger Companies in Louisiana-LLC Recent Developments and Designing The LLC Under the Louisiana Statute, Lorman Education Services, Baton Rouge, December 5, 2005
• 2002 Bankruptcy Law / Tax Issues Inherent in the Chapter 11 Confirmation Process, LSU Paul M. Hebert Law Center, October 24, 2002
• Recent Developments & Practical Operating Procedures for Louisiana Limited Liability Corporations, Louisiana Bankers Association, November 13, 1998
• 51st Institute on Federal Taxation, New York University, November 8, 1992 - November 13, 1992
• 1992 Annual Legal Section Seminar - American Council of Life Insurance, Building Strength Through Commitment, November 15, 1992 - November 18, 1992
• Professionalism and Ethics, Baton Rouge Bar Association CLE
• 1031 Exchanges in Louisiana-1031 Exchanges - Exchange Strategies, National Business Institute, Baton Rouge, December 6, 2005
• 52nd Tulane Tax Institute Seminar, Tulane Tax Institute, October 30, 2002
• Limited Liability Companies in Louisiana, National Business Institute
• 5th Tulane Corporate Law Institute, Tulane Law School, March 11, 1993 - March 12, 1993
• Taxation of Life Insurance Products, LSBA Section on Taxation at Baton Rouge, 1989
• 1031 Exchanges in Louisiana-1031 Exchange - Important Exchange Issues, National Business Institute, Baton Rouge, December 6, 2005
• Estate Planning, Professionalism, Pass Through Taxation, Louisiana State Bar Association Tax Section, Annual Mardi Gras Meeting, February 26, 2003
• §1031 Exchanges of Investment Properties in Louisiana, National Business Institute, June 10, 1999
• Lawyering: Professionalism in the 90's, Louisiana State Bar Association, December 10, 1993
• Net Operating Loss Carryover Limits Under IRS Sections 382 and 383, LSBA Section on Taxation at Baton Rouge Monthly Technical Meeting, 1987
• 1031 Exchanges in Louisiana-1031 Exchanges - Ethical Considerations, National Business Institute, Baton Rouge, December 6, 2005
• 53rd Tulane Tax Institute Seminar, Tulane Tax Institute, October 29, 2003
• Limited Liability Companies in Louisiana, National Business Institute, November 2, 1999
• Louisiana Medicaid Law & Estate Planning Issues for the Elderly & Disabled, Professional Education Systems, Inc., April 29, 1994
• IRC § 6701 Penalties for Aiding and Abetting Understatement of Tax Liability, LSBA Section on Taxation Baton Rouge Monthly Technical Meeting, 1990
• Is an LLC Right for You?-Overview of LLC's & Other Entity Options, National Business Institute, Baton Rouge, August 17, 2006
• A Boost from the IRS, Section 1031-Tax Deferred Exchanges & Tenancy in Common, American Bar Association, April 14, 2004
• CLE by the Hour: Choice of Business Entity, Baton Rouge Bar Association, December 29, 1999
• Managing Multiple Projects, objectives and Deadlines, Skill Path Seminars, August 1, 1993
• Update on § 382 NOL Limitations - Emphasis on Bankruptcy Exception, LSBA Section on Taxation Baton Rouge Monthly Technical Meeting, 1992
• Is an LLC Right for You?-Tax Advantages & Considerations, National Business Institute, Baton Rouge, August 17, 2006
• First American Title - 2004 Louisiana Underwriting Seminar, October 11, 2004
• Drafting Limited Liability Company Operating Agreements Under Louisiana LLC Law, Louisiana Notary Association
• §1031 Exchanges of Investment Properties in Louisiana, National Business Institute, December 5, 2000
• Corporate Taxation in Louisiana, National Business Institute, Inc., October 26, 1994
• Basic Corporate Law In Louisiana-Included Lectures on Initial Considerations (Selection of Entity & Tax Considerations), National Business Institute's Law Review Series, April 30, 1993
• Is an LLC Right for You?-Compliance Under State Law, National Business Institute, Baton Rouge, August 17, 2006
• Tulane Tax Institute 2004, Tulane Law Institute, October 20, 2004 - October 22, 2004
• Limited Liability Companies in Louisiana, National Business Institute, (Baton Rouge), October 11, 2001
• 53rd Institute on Federal Taxation, New York University, School of Continuing Education., November 13, 1994 - November 18, 1994
• Operating a Corporation, National Business Institute's Law Review Series, April 30, 1993
• Is an LLC Right for You?-Overview of LLC's & Other Entity Options, National Business Institute, New Orleans, August 18, 2006
• Barrister Bowl - Inns of Court, October 28, 2004
• Hearing Committee Workshop, Louisiana Attorney Disciplinary Board, January 28, 2005
• Limited Liability Companies in Louisiana, National Business Institute, (New Orleans), October 12, 2001
• 45th Annual Tulane Tax Institute, Tulane University, New Orleans, LA., October 18, 1995 - October 20, 1995
• Partnerships and Limited Partnerships (Tax Considerations, Formation & Financing), National Business Institute's Law Review Series, April 30, 1993
• Is an LLC Right for You?-Tax Advantages & Considerations, National Business Institute, New Orleans, August 18, 2006
• Winning Depositions Before Trial, LSU Law School, April 8, 2005
• §1031 Exchanges of Investment Properties in Louisiana, National Business Institute, December 3, 2001
• Practice and Procedure in the U.S. Middle District, Baton Rouge Bar Association., November 3, 1995
• Limited Liability Companies - The Entity of Choice in Louisiana, National Business Institute's Law Review Series, September 14, 1993
• Is an LLC Right for You?-Compliance Under State Law, National Business Institute, New Orleans, August 18, 2006
• 2005 Bankruptcy Abuse, Prevention and Consumer Protection Act, LSU Law School, May 27, 2005
• Limited Liability Companies Recent Developments, Baton Rouge Bar Association, December 27, 2001
• The Cutting Edge: Advanced Courtroom Techniques, Tulane Law School, December 8, 1995
• Advantages of the Limited Liability Company and the Registered Limited Liability Partnership for Professional and Service Businesses, National Business Institute's Law Review Series, September 14, 1993
• Helping Your Client Select the Best Entity Option, Understanding General Partnerships and Joint Ventures, National Business Institute, January 25, 2007
• First Look at Bankruptcy, Baton Rouge Bar Association, June 20, 2005
• 2002 Bankruptcy Law/Tax Issues Inherent in the Chapter 11 Confirmation Process, LSU Paul M. Hebert Law Center, October 24, 2002 - October 25, 2002
• La. Board of Tax Appeals - "A View from the Inside", Louisiana State Bar Association, Tax Section Legal Section Seminar, February 23, 1997 - February 25, 1997
• Limited Liability Companies in Louisiana- Advantageous Uses of Limited Liability Companies Including Use by Professional Organizations, Professional Education Systems, Inc., May 2, 1994
• Helping Your Client Select the Best Entity Option, Building an Ethical Foundation, National Business Institute, January 25, 2007
• 2005 Bankruptcy Law / 11th Annual Bankruptcy Law Seminar, LSU Paul M. Hebert Law Center, October 7, 2005
• Limited Liability Companies in Louisiana-, National Business Institute ((New Orleans & Baton Rouge), May 29, 2003 - May 30, 2003
• 1997 - 27th Annual Estate Planning Seminar, Louisiana State University Law Center, September 26, 1997 - September 27, 1997
• Limited Liability Companies in Louisiana-Ethical Considerations, Professional Education Systems, Inc., May 2, 1994
• Advanced Bankruptcy Issues, Tax Issues, National Business Institute, January 30, 2007
• Advanced LLC Issues, Current Updates and Emerging Trends, National Business Institute, April 24, 2007
• Advising Small Business Startups, Lorman Education Services, Baton Rouge, December 5, 2005
• LLCs: Advising Small Business Start-Ups and Larger Companies in Louisiana, Lorman Education Services, Baton Rouge, December 18, 2003
• 47th Annual Tulane Tax Institute, Tulane Law School, October 22, 1997 - October 24, 1997
• Employee/Independent Contractor and Compensation Issues, Louisiana State Bar Association, Tax Section, September 30, 1994
• Advanced LLC Issues, Advanced Tax Issues for LLCs., National Business Institute, April 24, 2007
• 1031 Exchanges in Louisiana, National Business Institute, Baton Rouge, December 6, 2005
• LLCs: Advising Small Business Start-Ups and Larger Companies in Louisiana, Lorman Education Services, Baton Rouge, December 18, 2003
• 1998 Insurance and the Law - A Lawyers Perspective, American Council of Life Insurance, February 8, 1998 - February 9, 1998
• Choice of Business Entity (A Nuts & Bolts Approach)-Non-Tax Factors Important in Choosing a Business Entity, Professional Education Systems, Inc.
• Chapter 9 of Louisiana's New Commercial Code: Secured Transactions, LSU Law Center, September 9, 1988
• Is an LLC Right for You?, National Business Institute, Baton Rouge, August 17, 2006 - August 18, 2006
• Limited Liability Companies in Louisiana, Nation Business Institute, (New Orleans & Baton Rouge), May 5, 2004 - May 7, 2004
• A Review of Possible 1998 State Tax Legislation, Louisiana State Bar Association, February 16, 1998
• Limited Liability Companies-Ethical Considerations in Representation of LLC's, National Business Institute, Inc.
• Tulane Tax Institute, Tulane Law School, September 26, 1988
• Is an LLC Right for You?, National Business Institute, New Orleans, August 18, 2006
• Advising Small Business Start Ups and Larger Companies in Louisiana, Choice of Entity and Initial Considerations, Lorman Education Services, Baton Rouge, December 1, 2004
• Internal Revenue Service Restructuring & Reform, Louisiana State Bar Association, August 25, 1998
• Tax, Bankruptcy and Estate Planning, Southern University Law Center, October 16, 1998
• 1989 American Council of Life Insurance, Legal Section Seminar, February 19, 1989 - February 23, 1989
• Helping Your Client Select the Best Entity Option, National Business Institute, Baton Rouge, January 25, 2007
• Advising Small Business Start Ups and Larger Companies in Louisiana, Ethical Considerations in Formation of Limited Liability Companies, Lorman Education Services, Baton Rouge, December 1, 2004
• Life Insurance Company Products, ALI-ABA 16th Annual Conference, October 22, 1998 - October 23, 1998
• Choice of Business Entity (A Nuts & Bolts Approach)-Securities Law Considerations, Professional Education Systems, Inc.
• Bankruptcy Law Seminar-Bankruptcy Tax Issues, LSU Law Center, October 6, 1995 - October 7, 1995
• "Legal Problems Unique to Life Insurance Companies"
• Advanced Bankruptcy Issues, National Business Institute, January 30, 2007
• Advising Small Business Start Ups and Larger Companies in Louisiana, Tax Considerations, Lorman Education Services, Baton Rouge, December 1, 2004
• LBA Bank Counsel Conference, Louisiana Bankers Association
• Choice of Business Entity from a Louisiana Business Law Perspective-Representing the Small Business, LSU Law Center, December 8, 1995
• 48th Annual Institute on Federal Taxation, New York University, November 12, 1989
• Real Estate Law: Advanced Issues and Answers
• Advising Small Business Start Ups and Larger Companies in Louisiana, LLC Recent Developments and Designing The LLC Under the Louisiana Statute, Lorman Education Services, Baton Rouge, December 1, 2004
• Limited Liability Companies in Louisiana, National Business Institute, May 20, 1999 - May 21, 1999
• Limited Liability Companies-"Ethical Considerations", National Business Institute, May 29, 1996
• 1990 American Council of Life Insurance, Legal Section Seminar, February 18, 1990 - February 21, 1990
• Advanced LLC Issues, National Business Institute, April 24, 2007
• Advanced LLC Issues in Louisiana-Understanding Choice of Entity Issues, National Business Institute, New Orleans, LA, February 24, 2005
• §1031 Exchanges of Investment Properties in Louisiana, National Business Institute, June 10, 1999 - June 11, 1999
• Limited Liability Companies in Louisiana, National Business Institute, November 2, 1999
• Limited Liability Companies-“Advantageous Uses", National Business Institute, May 29, 1996
• New Rules: Lawyer Disciplinary Enforcement, Tulane Law School, April 21, 1990
• Advanced LLC Issues in Louisiana-Effective Drafting Strategies, National Business Institute, New Orleans, LA, February 24, 2005
• CLE by the Hour: Professionalism, Louisiana State Bar Association, December 8, 1999
• Limited Liability Companies-"Choice of Entity", National Business Institute, May 29, 1996
• Retainer to Verdict, Louisiana Trial Lawyers Association, May 25, 1990
• Advanced LLC Issues in Louisiana-The World of Minority Rights and Fiduciary Obligations, National Business Institute, New Orleans, LA, February 24, 2005
• Choice of Business Entity, Louisiana State Bar Association, December 29, 1999
• Limited Liability Companies-"Securities Considerations", National Business Institute, May 29, 1996
• Forming the Small Business: Critical Issues Outside the Corporation Statute, LSU Law School, May 3, 1991
• Advanced LLC Issues in Louisiana-Ethical Considerations and Mastering Estate Planning Issues, National Business Institute, New Orleans, LA, February 25, 2005
• Limiting Lease Liability in Louisiana, Lorman Education Services, January 14, 2000
• Choice of Business Entity From a Louisiana Business Law Perspective-"Corporate Formation for Paralegals - Louisiana", Professional Education Systems, Inc., April 24, 1997
• Damages Alert! Seminar, Louisiana Trial Lawyers Association, May 17, 1991
• Advanced LLC Issues in Louisiana-Understanding Choice of Entity Issues, National Business Institute, Baton Rouge, LA, February 25, 2005
• §1031 Exchanges of Investment Properties in Louisiana, National Business Institute, December 5, 2000
• Choice of Business Entity From a Louisiana Business Law Perspective-"Corporate Formation for Paralegals - Louisiana", Professional Education Systems, Inc., April 25, 1997
• Louisiana Advanced Tax Workshop, Society of Louisiana CPA's, August 23, 1991
• Advanced LLC Issues in Louisiana-Effective Drafting Strategies, National Business Institute, Baton Rouge, LA, February 25, 2005
• Advanced LLC Issues in Louisiana-Advanced Tax Issues, National Business Institute, Baton Rouge, LA, February 25, 2005
• Louisiana Tax Amnesty Program, LSBA Tax Section, September 28, 2001
• Considerations in Buying and Selling a Business in Louisiana-"Financing Strategies", National Business Institute, December 12, 1997
• Consideration in Buying or Sell a Business in Louisiana, National Business Institute, September 20, 1991
• Advanced LLC Issues in Louisiana-The World of Minority Rights and Fiduciary Obligations, National Business Institute, Baton Rouge, LA, February 25, 2005
• Limited Liability Companies in Louisiana, National Business Institute, Baton Rouge, October 11, 2001
• Considerations in Buying and Selling a Business in Louisiana-"Corporations: Tax Considerations", National Business Institute, December 12, 1997
• Bankruptcy Practice and the Louisiana Attorney: Selected Issues and Problems, LSU Law School, October 4, 1991 - October 5, 1991

Bar/Professional Activity

• U.S. District Court Middle District of Louisiana, 1983
• Subcommittee on Limited Liability Companies, American Bar Association
• U.S. District Court District of Colorado
• Member, Section on Corporate Law, Louisiana State Bar Association
• Admitted pro hac vice in the U.S. Bankruptcy Court Southern District of New York
• Former Member, Louisiana Trial Lawyers Association
• Member, American Inns of Court Member Dean Henry George McMahon Inn of Court Past President, Dean Henry George McMahon Inn of Court
• U.S. Court of Appeals 5th Circuit
• Member, Section on Taxation, American Bar Association
• Member Louisiana State Bar Association
• Committee, Partnerships & Unincorporated Business Organizations, American Bar Association
• U.S. District Court Western District of Louisiana, 1983
• Member, Section on Taxation, Louisiana State Bar Association
• Previously admitted pro hac vice in the U.S. Bankruptcy Court Delaware
• Former Member, American Association for Justice
• Previously admitted pro hac vice in the U.S. Bankruptcy Court Northern District of Georgia
• Member, Bar Association of the 5th Federal Circuit
• Former Hearing Committee Member, Louisiana State Bar Association Disciplinary Board
• Admitted to Practice in the U.S. Tax Court
• Committee on Partnerships & Unincorporated Business Organizations, American Bar Association
• U.S. District Court Eastern District of Louisiana, 1983
• Committee on Negotiated Acquisitions, American Bar Association
• Previously admitted pro hac vice in the U.S. District Court Northern District of Texas
• Member, Baton Rouge Bar Association
• U.S. Bankruptcy Court Southern District of Florida
• Member, Federal Bar Association
• Former Advisory Board Member, LSU Paralegal Studies Program
• Previously admitted pro hac vice in the Supreme Court of Georgia
• Membership, Section of Business Law, American Bar Association

Representative Clients

• Sale of WAFB-TV, Baton Rouge, Louisiana, 1986
• Corporate Reorganization of Builders Center, Inc. into Builders Center Holding Company, Inc., Builders Center Real Estate Co., LLC and Builders Center Supply Co., LLC
• All Star Floor Covering, Inc. v. Stitt, 2000-2049 (La.App. 1 Cir. 11/14/01), 804 So.2d 705 (La.App.1 Cir.), 2001
• Regions Bank
• Acquisition of KJIN/KCIL AM/FM, Houma, Louisiana, 1990
• Sale of Aquafilm, LLC, [$11 Million Asset Sale of manufacturing plant in Tampa, Fl.], 2004
• Kimberly Cooper Powell v. Todd David Chambers, 69 F.Supp. 854 (M.D. La), 1999
• Hermitage Insurance Company
• Acquisition of WFPR(AM)/WHMD(FM), Hammond, Louisiana, 1997
• Sale of KCIL (FM), KJIN (AM), KBZZ (FM), KXOR (FM), Houma, LA
• Muriel Land Corporation
• Foundation Health Services, Inc.
• Liquidation of Baton Rouge Bancshares, Inc.
• Louis V. De La Vergne v. Wayne C. Ducote
• Guaranty Income Life Insurance Company
• Southern Radiology Associates, LLC
• Sale of Convent Marine Co., Inc., 1998
• Doucet v. Dentist Health Plans Management Corp, 412 S.2d 1383 (La.), 1982
• The Former National Security Life and Accident Insurance Company of TX
• Guaranty Corporation "Going Private" Transaction cashing out over 4,000 public stockholders, 1985
• Sale of WBEX(AM)/WKKJ(FM), Chillicothe, Ohio, 1999
• Du-Mar Marine Service, Inc. v. State Bk. & Tr. Co. of Golden Meadow, LA, et al, 63 AFTR 2d 89-1306 (697 F.Supp. 929)
• Hancock Bank
• Acquisition of KATD-(FM) of San Jose, California, 1990
• Sale of WHMD(FM)/WFPR(AM), 2003
• In Re: Goldberg, 277 B.R. 251, Bkrtcy.M.D.La., 2002
• Convent Marine Companies, Inc.
• Acquisition of WZRH(FM), Slidell, Louisiana, 1997
• Sale of Cycle World of Louisiana, Inc., 2004
• Builders Center Real Estate Company, LLC
• United States of America (United States Marshall Service)
• Acquisition of WTGE(FM), Baton Rouge, Louisiana, 1996
• Served as Tax Counsel to Exchange Accommodation Title Holder in Reverse Exchange for acquisition of Premier Tower in Baton Rouge - $35 million transaction
• Guaranty Corporation
• GHB, LLC d/b/a Whataburger®
• Sale of Ancro Industries, Inc. Fort Payne, AL, 1998
• Commonwealth Life Ins. Co. v. Davidge, 559 So.2d 2 (La.App. 1 Cir.), 1990
• The Former People's Security Life Insurance Company
• Sale of WKSY (FM), Picayune, MS, 2005
• Sale of TLC Mobile Medical (Mobile X-Ray Business in LA., MS, and AL), 1999
• Chellapan, SellamuthuG. and Hilda J., 1988 PH TC #88,208
• Martin Terminal, Inc.
• Merger of Intracostal Oilfields Fluids with Sanifill Inc., 1990
• Sale of Martin Terminal, Inc., Baton Rouge, La, 2000
• Southern Healthcare Systems, Inc. v. Health Care Capital Consolidated, Inc., 273 Ga. 834, 545 S.E.2d 882 (Ga. Sup. Ct.), 2002
• Guaranty Broadcasting Company, LLC
• Acquisition of WBEX(AM)WKKJ-(FM), Chillicothe, Ohio, 1990
• Sale of Cast Films Europe, Ltd. [$14.6 Million Stock Sale of manufacturing facility in Birmingham, England], 2004
• Builders Center Holding Company, Inc.
• No Fault Sport Group, LLC
• Acquisition of WBBU(FM), Baton Rouge, Louisiana, 1998
• Served as Exchange Accommodation Title Holder for $11 million Reverse/Build to Suit §1031 Exchange of oil & gas production properties
• The Former Providian Corporation
• Southern Healthcare Systems, Inc.
• Acquisition of KXOR(FM), Thibodeaux, Louisiana, 1998
• In Re: RDR Systems Development, Inc., (EIN 72-0875017) 57 B.R. 540 (Bkrtcy.M.D.La.), 1986
• Pearl Broadcasting, Inc.
• Acquisition of KMRC(AM)/KFXY(FM), Morgan City, Louisiana, 1999
• Guaranty Income Life Ins. Co. v. Prepaid Dental Marketing Systems, Inc., 551 So.2d 769 (La.App.1 Cir.), 1989
• The Former Commonwealth Life Insurance Company of Kentucky

Special Licenses/Certifications

• LSBA Certified as a Specialist in the Field of Tax Law, 1984