Bob’s practice is focused primarily on individual and business tax and corporate planning, real estate joint ventures and financing, and mergers and acquisitions. Over the past several years, significant representative transactions that give a feel for his clients and his work include:

• Representing the developer in a $100 million re-development of an affordable housing project in Baltimore City utilizing a combination of public and private financing, including the syndication of low-income housing tax credits;
• Representing the joint venture purchaser of a satellite phone system from a bankrupt seller;
• Representing management in the roll up of over Twenty (20) commercial real estate properties into a master partnership; and,
• Representing local and national real estate developers in numerous joint ventures, financings, and acquisitions and sales (including, 1031 like-kind exchanges).

In addition to Bob’s outstanding legal training, he adds significant value to every corporate matter by being both a Certified Public Accountant (CPA) and a University of Pennsylvania Wharton Business School graduate.

As a result of practicing at the very highest levels in the legal profession, Bob has consistently been recognized by his peers, as one of Maryland’s SuperLawyers®, as well as one of the nations Best Lawyers in America®.

REPRESENTATIVE TRANSACTIONS

Individual and Business Tax Planning

• Income tax planning for individuals, limited liability companies, partnerships and corporations
• Formation of and advice with respect to limited liability companies, partnerships, joint ventures, corporations, business trusts, charitable organizations and other business entities
• Formation of and advice with respect to family limited partnerships and limited liability companies for estate and financial planning purposes
• Advice on compliance and audit issues involving federal, state and local taxes

Real Estate Joint Ventures, Acquisitions, Sales and Financing

• Representation of developers and investors in complex and sophisticated real estate limited liability company and partnership joint ventures
• Representation of sponsors and developers with respect to low income tax credit and new market tax credit syndications
• Advice and representation with respect to like-kind exchanges, including reverse exchanges and acting as a Qualified Intermediary
• Representation of buyers, sellers and investors in connection with the purchase and sale of commercial real estate, including transfer and recordation tax planning
• Representation of borrowers in connection with real estate financing, including securitized loans and bond financing

Mergers and Acquisitions

• Tax planning for the sale, purchase and reorganization of a business, including mergers, spin-offs, split-ups and other tax-advantaged techniques
• Representation of buyers, sellers and investors in connection with the sale and purchase of assets, corporate stock and LLC/partnership interests in the sale and purchase of a business

Corporate Planning

• Complex tax planning for corporate business owners
• Preparation of buy-sell agreements, shareholder agreements, employment agreements and other contracts
• Advice on various business, regulatory and legal issues involving corporations and businesses

PUBLICATIONS & PRESENTATIONS

publications

Co-author of the Maryland Limited Liability Company Forms and Practice Manual

Presentations

HONORS & AWARDS

The Best Lawyers in America, Tax Law (2001-2010)

ADMITTED TO PRACTICE

State of Maryland

U.S. Tax Court

U.S. Supreme Court

U.S. District Courts:

District Court of Maryland

EDUCATION

B.S., University of Pennsylvania, Wharton School of Business

J.D., University of Maryland School of Law

Certified Public Accountant (CPA), Maryland

PROFESSIONAL ORGANIZATIONS

Baltimore City Bar Association

Maryland State Bar Association

Section council member and former Chairman, of the Maryland State Bar Association Tax Section and chairs the partnership committee of the MSBA Business Law Section

COMMUNITY SERVICE

PROFESSIONAL BACKGROUND

Prior to NQGRG, Bob was a partner at Venable, as well as Frank, Bernstein, Conaway and Goldman