• Share
  • Email
  • Print
  • Font Size

Jared D. Mobley

Partner
Charlotte
+1.704.331.7535
Fax +1..704.353.3235

Primary Practice

Secondary Practices

Education

  • LL.M., New York University School of Law, 1999, (Taxation)
  • J.D., University of South Carolina School of Law, 1998, (Order of the Wig and Robe, Arthur B. Custy Tax Award recipient)
  • B.S., University of South Carolina, 1995, (magna cum laude, Phi Beta Kappa)

Admissions

  • Bar of North Carolina
  • Bar of South Carolina
  • Biography Overview
  • Additional Background
  • Representative Work
Mr. Mobley is a partner in the Charlotte office and focuses his practice on complex aspects of federal, state and local taxation, including creating and implementing tax-efficient structures for the firm's clients. His practice covers many facets of tax law that are intertwined with the business activities of the firm's clients, including: advising clients on the tax aspects of private equity, mezzanine capital, venture capital and M&A transactions as well as financial product transactions; creating, implementing and analyzing executive compensation arrangements; and advising litigators and litigation clients on the tax aspects of lawsuit settlements and judgments. In addition, he works in conjunction with the estate planning practice group on tax matters relating to family business and estate planning and estate administration. Mr. Mobley frequently advises clients on the tax and business aspects of LLCs, "S" corporations and other flow-through entities.

Achievements

  • Charlotte Magazine, FIVE STAR: Best in Client Satisfaction Wealth Manager, Estate Planning, 2008, 2009 & 2011
  • Best Lawyers in America, Tax Law, 2010 & 2011
  • "Legal Elite", Business North Carolina Magazine, Tax Law, 2010 & 2011

Professional/Civic Activities

  • North Carolina Bar Association (Tax Section Council, 2003-2011; Vice Chair, 2011-2012)
  • South Carolina Bar Association (Tax Section)

  • Association for Corporate Growth – Charlotte Chapter (Board of Directors, 2007-2011; President, 2011)

Speaking Engagements

  • "Practical Tips to Serving as Tax Counsel in Lawsuit Settlements and Judgements," North Carolina/South Carolina Tax Workshops, May 2009
  • "Common Tax Pitfalls: Taxation of Earnouts, Escrows and Other Contingent/Deferred Payments," CLE presentation, December 2008
  • "Tax Considerations for Choice of Business Entity Decisions," CPE Presentation to Paralegals Division of NC Bar Association, November 2008
  • "Selected Tax Issues in M&A Transactions," CLE presentation with Kevin Coenen, August 2007 

Additional Information

 
  • Provided advice to private equity and mezzanine clients in connection with recapitalizations and sales of portfolio companies.  
  • Provided advice to private equity and mezzanine clients in connection with the structuring of equity and debt investments.  
  • Assisted clients in forming 501(c)(3) charitable organizations and on-going compliance.  
  • Assisted clients in North Carolina and South Carolina tax planning and compliance and in controversies with the applicable state Department of Revenue, as well as real and business personal property tax matters.  
  • Assisted clients with estate planning and estate administration matters, including formation of family LLCs and client representation in estate tax audits.  
  • Assisted corporations and limited liability companies with tax aspects of executive compensation arrangements, financing matters, restructuring transactions and business combination matters.
  • Assisted litigation clients in negotiating and drafting tax aspects of employment and other settlements.
© 2012 K&L Gates LLP. All Rights Reserved.  |