Robert D. Lyerly Jr.: Lawyer with Nexsen Pruet, LLC

Robert D. Lyerly Jr.

Charlotte,  NC  U.S.A.

Peer Rating

Client Rating

Printer Friendly VersionEmail this PageDownload to My Outlook ContactsAdd lawyer to My FavoritesCompare this lawyer to other lawyers in your favorites

Experience & CredentialsOther Offices

Practice Areas

  • Estate Planning and Wealth Transfer Planning
  • Federal Taxation
  • Tax
  • Tax Exempt Organizations
University Pfeiffer University, A.B., Accounting, 1976; University of North Carolina at Chapel Hill, M.B.A.; Certified Public Accountant
Law SchoolUniversity of North Carolina at Chapel Hill, J.D., 1980
Admitted1980, North Carolina

Robert D. Lyerly Jr. practices in the firm's Tax and Estate Planning Groups. He advises clients on matters primarily related to taxation, estate planning, and wealth transfer.

Mr. Lyerly earned his A.B. Accounting degree, valedictorian, from Pfeiffer University and his M.B.A. and law degree from the University of North Carolina at Chapel Hill.

Prior to joining Nexsen Pruet he was a partner at PricewaterhouseCoopers in Charlotte and worked there for more than 20 years.

Mr. Lyerly and his wife, Sandy, live just south of Charlotte in Indian Trial. They have three adult children. Mr. Lyerly is active in church, community and charitable affairs in the Charlotte area.

Career Highlights

· Certified Public Accountant

· Personal Financial Specialist (PFS) - awarded designation in Personal Financial Planning

· Accredited Investment Fiduciary designation


Client Alert - IRS Special Relief Program for Small Charities that Have Not Filed the Form 990-N (e-Postcard)
The Internal Revenue Service is now offering a one-time special relief program for small charities that are at risk of losing tax-exempt status.

"Nexsen Pruet makes uptown office move"
The Friday, April 23rd edition of the Charlotte Business Journal features an article entitled "Nexsen Pruet makes uptown office move."

Experienced Tax Lawyer Joins Nexsen Pruet; Robert Lyerly Expands Tax Practice Group
Robert Lyerly has joined Nexsen Pruet as a member(partner).


Client Alert: Act Now or Pay More Taxes
Nexsen Pruet's Estate Planning and Wealth Transfer Planning team is encouraging clients to consider making a gift of part or all of their estate exclusions now, or risk paying much more in taxes in the future.

Client Alert: 2010 Tax Act Provides Portability to Reduce the Estate Taxes Paid by Couples
The IRS is offering a new way for surviving spouses to reduce their estate tax bill if their spouse passed away after December 31, 2010.

Client Alert: The Taxation Treatment of Employer-Provided Cell Phones
The Internal Revenue Service has issued long-awaited guidance that clarifies the taxation treatment of employer-provided cell phones or other similar telecommunications equipment.

Client Alert: A Low Cost Option to Voluntarily Reclassify Workers
In September, The IRS announced the Voluntary Classification Settlement Program (VCSP), a voluntary initiative allowing taxpayers the opportunity to change the prospective classification of their workers at a low cost. Taxpayers seeking to apply to the VCSP for the fourth quarter of 2011 must act quickly to meet the initial deadlines set by the IRS.

Employment Law Update - January 2011
Pregnancy discrimination claims are on the rise; and the NLRB proposes a mandatory pro-union poster for all employers.

Civic & Professional Memberships

· American Institute of CPAs

· North Carolina Association of CPAs

· North Carolina Bar Association

· Mecklenburg County Bar Association

· Charlotte Estate Planning Council, Past President

 (Also at Greensboro Office)

Profile Visibility
#667 in weekly profile views out of 6,491 lawyers in Charlotte, North Carolina
#111,830 in weekly profile views out of 1,616,736 total lawyers Overall

Office Information

Robert D. Lyerly Jr.

227 W. Trade St., Ste. 1550
CharlotteNC 28202


Professional Networking for Legal Professionals Only

Quickly and easily expand your professional
network - join the premier global network for legal professionals only. It's powered by the
Martindale-Hubbell database - over 1,000,000 lawyers strong.
Join Now