Navigating the Complexities of Tax Law to Maximize Opportunities
DarrowEverett’s tax attorneys work with a broad range of clients, including energy companies, real estate investors and developers, private equity firms, financial institutions, large privately held manufacturers, construction businesses, tax-exempt organizations and other non-profits, and high net worth individuals.
We provide federal, state, and local income tax planning advice on a wide variety of transactions. The DE Tax team also represents clients before the IRS and state departments of revenue in an array of matters. The team works closely with DarrowEverett’s other transactional practices to coordinate the tax and business aspects of every transaction. Because the tax laws are constantly changing, our tax attorneys also monitor proposed legislative and regulatory actions at the federal and state level to give our clients up-to-the-minute guidance.
DE’s Tax practice provides counsel and assistance on a variety of matters, including, but not limited to:
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Practice Leaders
Julie M. Bradlow - Partner
Overview
Julie M. Bradlow is the Chair of DarrowEverett’s Tax Practice Group, and a Practice Leader for its Government Investigations Practice Group. Her background encompasses federal, state, and international tax planning, tax controversy, employee benefits, executive compensation, corporate law, and regulatory matters. Together with an understanding of such broad-based subject matter, Julie brings practical experience to solving complex problems for her clients.
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Tel: (704) 672-0605
Keith E. Phillis - Partner
Overview
Keith E. Phillis is a Partner and the Chair of our Energy and Infrastructure Practice Group, and Practice Leader in our Private Wealth Services and Tax Practice Groups. Keith represents a wide range of clients, from individuals to large public and private business entities.
Keith’s private wealth planning representation includes advising individuals and businesses on estate planning, wealth and asset preservation planning, tax mitigation and business succession planning strategies. Keith routinely prepares estate planning, estate settlement,...
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Tel: (401) 453-1200
DE Insights
Our team wants you to stay informed about legal and regulatory developments that impact your business.
Client Insight
Blacklisted Condos: A Growing Crisis for Owners and Buyers
The blacklisting of condominium/condo associations by financial institutions and insurance providers has emerged as a pressing issue in the real estate finance and housing sector. This practice, which involves lenders or insurers refusing to provide services to specific condominium associations, has significant implications for property values, homeowner affordability, and overall market stability. The practice raises…
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Unlocking Tax-Free Gains: The Power of QSBS in Mergers & Acquisitions
Internal Revenue Code (IRC) Section 1202 offers a significant tax incentive for investors in qualified small business stock (QSBS). This provision allows eligible shareholders to exclude up to 100% of capital gains realized from the sale of QSBS, subject to certain limitations. This exclusion can result in substantial tax savings, making it highly attractive to…
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Less Red Tape, More Capital? SEC Clarifies 506(c) Verification Rules
On March 12, 2025, the Securities and Exchange Commission (“SEC”) issued a significant no-action letter clarifying the use of high minimum investment amounts as a method for verifying accredited investor status under Rule 506(c) of Regulation D (the “Letter”).[1] Background: Rule 506(c) and Accredited Investor Verification Rule 506(c), introduced under the Jumpstart Our Business Startups…
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