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Jared D. Mobley

Jared Mobley is a partner in the Charlotte office and focuses his practice on complex aspects of U.S. 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, and M&A transactions as well as joint ventures and financial product transactions; creating, implementing and analyzing executive compensation arrangements; advising litigators and litigation clients on the tax aspects of lawsuit settlements and judgments; and assisting nonprofit entities in respect of organizational and operational matters. In addition, he works in conjunction with the private clients practice group on tax matters relating to family offices, family businesses, and estate planning and estate administration. Jared frequently advises clients on the tax and business aspects of LLCs, “S” corporations and other flow-through entities.

  • Fellow, American College of Tax Counsel
  • Best Lawyers in America, Tax Law, 2010 – 2020
  • American Bar Association (Tax Section)
  • North Carolina Bar Association (Tax Section Council, 2003-2013; Chair, 2012-2013)
  • South Carolina Bar Association (Tax Section)
  • Association for Corporate Growth – Charlotte Chapter (President, 2010-2011)
  • “Tax Reform Considerations for Private Equity,” Panelist along with representatives from PNC Business Credit, Pamlico Capital, and Dixon Hughes Goodman, ACG Charlotte Deal Crawl Conference, September 2018
  • “Private Equity Trends & Strategies after the 2017 Tax Act,” Joint Event with K&L Gates, U.S. Trust, Bank of America Merrill Lynch, and Marsh & McLennan, November 2018
  • “Recent & Developing Tax Trends in U.S. M&A Transactions,” Tax Executives Institute - New Jersey Chapter, November 2018
  • “State & Local Tax Issues for Private Equity Funds,” IEN Private Equity Tax Practices, December 2018
  • “An Overview: The Taxation of Settlements and Judgments,” South Carolina Damages, South Carolina Bar (2nd edition, 2009) and (Supplement, 2017)
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