1065 East Morehead St.
Charlotte, NC 28204
Tel : 704.332.1181
Fax: 704.376.1628
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Johnston, Allison & Hord is a
proud member of Meritas
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Attorneys
Practice Areas
- Employee Benefits
- Business Law
- Mergers and Acquisitions
- Taxation
Representative Work
- Provides employee benefit plan and compensation consulting services related to plan design, plan restatement, plan termination and negotiation with Internal Revenue Service and Department of Labor related to plan compliance problems.
- Counsels clients in planning, negotiating and documenting mergers and acquisitions.
- Assists clients in all areas of general corporate, partnership and limited liability company formation and transactional matters.
- Assists clients in all areas of general tax matters.
- Represented local textile company in a reverse subsidiary merger with $60 million + purchase price.
- Represented closely-held retail chain in 275 million + asset sale of 80 + locations to publicly-traded acquirer, concentrating on retirement and welfare benefit issues relating to sale.
- Represented employer in negotiations with Internal Revenue Service regarding participation in a listed transaction and related penalties.
Education
- Appalachian State University (B.S.B.A. with major in accounting 1995)
- University of Tennessee College of Law (J.D., with honors, concentration in business transactions, 2003)
- Admitted to Tennessee Bar in 2003
- Admitted to North Carolina Bar in 2006
Professional Licenses
- Certified Public Accountant – Licensed in North Carolina in 1997
- Admitted to Tennessee Bar in 2003
- Admitted to North Carolina Bar in 2006
Professional Organization
- Member of a number of professional organizations, including the American Bar Association, (Employee Benefits Committee), the Southern Employee Benefits Conference, the Charlotte Benefits Forum and the American Institute of Certified Public Accountants
Publications and Presentations
- Presenting Speaker: "The Nuts and Bolts of IRAs, Roth IRAs, SIMPLEs, AND 401(k) Plans."
- Presenting Speaker: "Management and Operation of LLCs."
- Presenting Speaker: "ERISA Benefit Plans: Audit, Filing and Other Compliance Issues."
- Presenting Speaker: "Selected Items of Current Interest to Tax Practitioners."
- Presenting Speaker: "Audits of Employee Benefit Plans."
Community Involvement
- Has been or is active in a number of civic, social, and cultural organizations.
Personal
- Born in Vancouver, British Columbia in 1972
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