Brad serves as a trusted resource for clients facing complicated tax issues or a dispute with a taxing authority. Brad seeks to be a problem solver for his clients to assist in determining available options, making recommendations, and most importantly focusing on how a client can implement solutions to resolve a tax issue or dispute.
Over the past twelve years, Brad has spent significant time negotiating with government agencies (including the Internal Revenue Service and Department of Justice) through his federal tax controversy practice. Brad has guided taxpayers at all stages of the tax dispute process from the administrative audit to trial.
Brad served as lead counsel representing a publicly-traded corporation in settling an 18-month Tax Court dispute resulting in savings of $130 million of proposed interest assessments in a change-of-accounting method dispute. Brad sat second chair in a four-day Tax Court trial involving a multimillion-dollar transferee liability dispute. Brad also has served as second chair litigation counsel for a publicly traded company in a one-day federal district court trial involving excise taxes with over $10 million in dispute. To avoid the time and expense of trial, Brad has also assisted numerous clients reach positive settlements of income, estate and gift, and international tax disputes during administrative proceedings and before the IRS Office of Appeals.
In addition to his controversy practice, Brad has lead teams conducting tax due diligence on multiple M&A transactions, including addressing the impact of federal and state tax liens.
Brad also advises tax-exempt organizations on federal tax and governance issues. Brad has significant experience advising non-profit organizations, including public charities, colleges and universities, private foundations, and charitable trusts, regarding tax matters, including self-dealing, private benefit, excess benefit transactions, excess business holdings, required minimum distributions, and unrelated business tax rules.
Brad has an active pro bono practice including representing low-income taxpayers facing a Tax Court trial. He has helped more than 50 pro bono clients resolve their tax disputes. Brad also volunteers through the Richmond Bar Pro Bono Clearinghouse to provide pro bono representation to nonprofits seeking tax-exempt status and assistance resolving tax disputes.
Brad serves as the past president of the Board of Directors of the Community Tax Law Project, a low-income taxpayer clinic based in Richmond, Virginia. He also is the pro bono outside general counsel to Armed Services Arts Partnership (ASAP), a Virginia nonprofit that offers supportive, expressive arts programs at no cost to service members, veterans and military families. ASAP is known for its Comedy Bootcamp program.
Brad is a certified public accountant licensed in the Commonwealth of Virginia.
Member, American Bar Association
Member, Virginia Bar Association
Board Member, Community Tax Law Project
Board Member, iat4ss, 2015-2018
Board Member, Armed Services Arts Partnership, 2016-2017
Selected for inclusion in “Legal 500 United States,” Not-for-profit: Nonprofit and Tax-Exempt Organizations, 2022
Named to "Pro Bono Service Honor Roll," Virginia Access to Justice Commission, 2022
Selected for inclusion in The Best Lawyers in America, Litigation and Controversy - Tax, Woodward/White, Inc., 2017-2020
Named to "Virginia Rising Stars," Tax, Super Lawyers, Thomson Reuters, 2015-2019
Pro Bono Volunteer of the Year, Community Tax Law Project, 2010
McGuireWoods Attorneys Recognized in 2022 Edition of The Best Lawyers in America
August 19, 2021
Virginia Business Magazine Names 45 McGuireWoods Lawyers to Legal Elite
December 11, 2020
192 McGuireWoods Attorneys Recognized in 2021 Edition of The Best Lawyers in America
August 26, 2020