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Warren is a partner in the business law department and focuses on matters relating to limited liability companies, partnerships, and other unincorporated entities and the taxation of those entities. His practice emphasizes venture capital and private equity financings, strategic alliances and joint ventures, and organizing and advising private equity funds and their investors and management. In addition, Warren is involved with mergers and acquisitions; organizing and advising real estate ventures, advising emerging and other closely-held businesses; and corporate finance. His clients rely on his abilities as both a business and a tax lawyer to be two advisors in one. Warren frequently lectures on his areas of practice and is chair of the Model Operating Agreement Drafting Subcommittee of the Partnerships and the Unincorporated Business Organizations Committee and the past chair of the Tax Committee of the American Bar Association's Business Law Section.
Representative Matters
Represented venture capital, private equity, and merchant banking firms in negotiating, structuring, and closing the purchase or financing of a variety of companies and, in unrelated transactions, represented the companies themselves and their owners and management in the sale, financing or refinancing of their businesses.
Represented companies in mergers and other combinations involving limited liability companies and other merger & acquisition transactions.
Represented large and small companies in negotiating, structuring, and closing joint ventures and other strategic alliances.
Represented real estate developers in negotiating, structuring, and closing real estate investment and development projects.
Organized private equity, real estate and compensation funds.
Represented clients in tax controversies involving the North Carolina Department Revenue and the Internal Revenue Service.
Devised tax-efficient structures in a broad range of commercial transactions.
Publications, Presentations and Awards
North Carolina Super Lawyers, Business/Corporate, 2007-2008
Best Lawyers in America, Tax Law, 2007-2008
"M&A Transactions Involving Partnerships and LLCs (Conversions, Mergers and Divisions)," Practising Law Institute's Tax Planning for Domestic and Foreign Partnerships, LLCs, Joint Ventures and Other Strategic Alliances; and Practising Law Institute's Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings, 2004, 2005, 2006, and 2007
"A Partner's Interest in the Partnership for Purposes of Section 704(b)," Practising Law Institute's Tax Planning for Domestic and Foreign Partnerships, LLCs, Joint Ventures and Other Strategic Alliances, 2000, 2001, 2002, 2003, 2004, 2005, 2006, and 2007
"LLCs and Operating Agreements: Introducing Draft of the ABA Model Operating Agreements," 6th Annual North Carolina/South Carolina Tax Section Workshops, May 2007
"LLCs and Operating Agreements: Introducing Draft of the ABA Model Opperating Aggrement," Business Law Section and Corporate Counsel Section Joint Annual Meetings, February 2007
Business North Carolina Magazine, Legal Elite, Tax Law
"Tax Accounting and Planning for Partnership Liabilities," presentation at the 67th Annual Symposium of the North Carolina Association of CPA's, November, 2006
"Partnership Mergers and Acquisitions," presentation at the Southeast Tax Institute 2006: Tax Planning For Business Transactions, May 18, 2006
"Federal and State Tax Issues Routinely Confronted by Business Lawyers (Including Recent Developments) - Part 3: M & A," America Bar Association Annual Meeting, Chicago, 2005
"Federal and State Tax Issues Routinely Confronted by Business Lawyers (Including Recent Developments) - Part 2: Operations, Distributions, Divisions and Liquidations," Nashville, 2005
Professional, Civic and Community Involvement
Professional: North Carolina Bar Association, Business Law Section and Taxation Section, Chair of the Joint Legislaton Task Force to consider the adoption by North Carolina of the Revised Uniform Limited Liability Company Act
American Bar Association, Business Law Section, Chair of the Joint Task Force on Model Operating Agreements of the LLCs, Partnerships and Unincorporated Entities Committee and the Taxation Committee
American Bar Association, Business Law Section, Taxation Committee, Immediate Past Chair
Civic/Community: Charlotte Rotary Club, Member. |
