Education & Admissions

  • Wake Forest University School of Law, J.D. (1983)
  • Wake Forest Law Review
  • Business Accounting, Appalachian State University, B.S., Cum Laude (1977)
  • North Carolina
  • U.S. Tax Court
  • U.S. Claims Court
  • U.S. Court of Appeals for the 4th Circuit


  • North Carolina Bar Association
  • North Carolina State Bar: Business Law Section, Tax Section - Tax Section Council (1993-1995), Tax Section Newsletter, Editor, (1991-1993)
  • Mecklenburg County Bar, Tax Section


"The Basics of Representation and Warranty Insurance"

The Proposed Deal Consider the following scenario:  You and your partners have spent years growing your business. Your professional advisors…

"Fundamental Considerations for Letters of Intent in M&A Transactions"

A Letter of Intent (“LOI”) – also called a term sheet or memorandum of understanding (“MOU”) – expresses the parties’…