Bert concentrates his practice in the areas of business/tax planning and dispute resolution, mergers and acquisitions, healthcare, estate planning, federal tax disputes and state and local tax.
Bert assists clients at every stage of the business life cycle, from formation and raising capital through ongoing operations and growth strategies, including acquisitions, mergers and reorganizations. He regularly consults with clients concerning operational matters such as owner disputes, employment agreements, non-compete agreements, aircraft acquisitions and operations, tax structuring of real estate transactions and operations tax planning.
In healthcare, Bert works extensively on business transactions and regulatory issues for health care providers and has experience working with physicians, physician groups, ancillary service providers and other healthcare entities. He frequently represents healthcare clients in drafting and negotiating contracts and regulatory issues.
Bert also assists clients in managing state and federal estate tax issues and a variety of federal tax disputes.
Additionally, he provides representation in state and local tax disputes for publicly and privately owned corporations, partnerships, nonprofit organizations and individuals in an effort to reduce tax burdens. Bert regularly negotiates with tax officials, obtains tax rulings and represents clients in audit and litigation matters including, among others, property taxes, sales taxes, franchise taxes and excise taxes.
Awards & Recognitions
· The Best Lawyers in America, Corporate Law, Tax Law, 2003-2012; Memphis Tax Lawyer of the Year, 2012
Professional Associations & Memberships
· American Bar Association, Taxation Section
· American Institute of Certified Public Accountants
· Memphis Bar Association
· Tennessee Bar Association
· Tennessee Society of Certified Public Accountants
Civic Involvement
· Anshei-Sphard Beth El Emeth Congregation, Counsel
· Coalition for a Better Memphis, Counsel
· Jewish Family Service, Director
· Memphis Jewish Home, Counsel
· United Way of the MidSouth, Secretary, Counsel, Director
News & Publications
News
10.13.11, Twelve Husch Blackwell Attorneys Named "Lawyers of the Year" by Best Lawyers
9.6.11, More Than 100 Husch Blackwell Attorneys Named to Best Lawyers 2012
Publications
5.13.11, Will the 3% contractor withholding tax ever go into effect?
8.20.10, DOT Revised the Standard Industry Fare Level (SIFL) for Last Six Months of 2010