Business Organizations (including LLCs and Partnerships) Tax Law
Keith A. Wood
Recognized in Best Lawyers since 2008 Awarded Practice Areas
Biography
Keith Wood is both an attorney and CPA with a special background in taxes. He also is a board-certified specialist in estate planning and probate law.
Keith’s practice is focused on business, tax and estate planning for a wide range of clients, including new startups, entrepreneurs and multigenerational family-owned businesses. He counsels these closely held enterprises in the unique challenges they face – from succession planning, tax planning and management structures to effective compensation strategies.
Keith frequently speaks to groups on tax and business succession topics and has been honored by the North Carolina Association of Certified Public Accountants with multiple “Outstanding Speaker” awards.
Overview
- The University of North Carolina at Chapel Hill, J.D., graduated 1991
- The University of North Carolina at Chapel Hill, graduated 1987
- North Carolina, 1991
- North Carolina Association of CPAs (NCACPA - Former Board Member
- American Institute of CPAs - Member
- Board Certified Specialist, Estate Planning and Probate Law - Member
- Certified Public Accountant - Member
- North Carolina Association of CPAs (NCACPA), 2013 NCACPA Annual Symposium Chair - Chair
- North Carolina Bar Association, Tax Section Chair, 2017-2018 - Chair
- North Carolina, 1991
- North Carolina Association of CPAs (NCACPA - Former Board Member
- American Institute of CPAs - Member
- Board Certified Specialist, Estate Planning and Probate Law - Member
- Certified Public Accountant - Member
- North Carolina Association of CPAs (NCACPA), 2013 NCACPA Annual Symposium Chair - Chair
- North Carolina Bar Association, Tax Section Chair, 2017-2018 - Chair
- The University of North Carolina at Chapel Hill, J.D., graduated 1991
- The University of North Carolina at Chapel Hill, graduated 1987
Client Testimonials
Awards & Focus
Named "Lawyer of the Year" by Best Lawyers® for:
- Tax Law, Triad (2021)
Recognized in The Best Lawyers in America® 2026 for work in:
- Business Organizations (including LLCs and Partnerships)
- Tax Law
Additional Areas of Practice:
- Corporate Law
Awards:
- North Carolina Journal of International Law and Commercial Regulation: Business Manager, 1991
Best Lawyers in America, 2008-2023
- Best Lawyers in America: Triad Tax Law "Lawyer of the Year," 2021
- Business North Carolina: Legal Elite, 2004-2021
Martindale-Hubbell AV Preeminent Peer Review Rated
- NCACPA Outstanding Conference Speaker Award, 2004, 2007, 2010
- NCACPA Outstanding Discussion Leader Award, 2003
- North Carolina Super Lawyers, 2006-2023
News & Media
Case History
Cases
- Representative Cases
- Helped the U.S. subsidiary of a multinational company implement and refinance a $100 million international line of credit.
- Represented a multistate healthcare business as it sold its operations to a national healthcare conglomerate in a tax advantaged manner.
- Helped a local food distributor secure a $15 million nonrecourse dividend recapitalization loan and a $10 million nonrecourse line of credit.
- Successfully structured and negotiated a series of related business acquisitions for a multistate distribution firm.
- Assisted several family businesses in transitioning ownership to successive generations in a way that minimized taxes.
- Successfully represented both businesses and individuals in federal and state tax audits and in appeals involving a wide range of issues – from reasonable compensation, sales tax matters and hobby losses to penalty abatements and passive vs. active loss analysis.
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