Brian Bernhardt - Charlotte Tax Lawyer Reviews & Ratings

I am an advisor, a confidant, and a problem solver. I work with businesses and nonprofits, their owners and stakeholders, their senior management, officers, and directors, and other individuals to help them make the best decisions possible, to insure they satisfy their needs and exceed their goals, and to help overcome complications that arise along the way. As an AV rated lawyer, I help my clients in two ways. First, I represent companies, their owners, other individuals, and tax-exempt organizations in IRS tax controversies, helping them successfully maneuver their way through audits, appeals, refund claims, penalty abatement requests, collection matters, and other administrative matters. When necessary, I also appear in litigation against the IRS and the Department of Justice in the U.S. Tax Court, U.S. Court of Federal Claims, U.S. District Courts, and Federal Courts of Appeals.Second, I advise charities, private foundations, and other tax-exempt and nonprofit organizations on a variety of governance and tax matters. I provide advice to clients on issues such as entity formation, obtaining and maintaining tax exemptions, corporate governance, reclassifications, private inurement, intermediate sanctions, unrelated business income tax, tax reporting, tax disclosures, self-dealing, income distributions, investment restrictions, expenditure limitations, and other related tax and governance matters. I work with senior management, officers, and boards to make sure that the law helps them accomplish their missions and does not prevent them from doing so.Moreover, I work with over forty other talented lawyers and staff at Forrest Firm, P.C., a full service law firm that assists companies and individuals with a full menu of corporate, business, tax, litigation, and real estate needs. Together, our law firm can and will work with you to insure that your hopes and dreams become your reality.