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Jared D. Mobley
The 336(e) Election: Possible Deemed Asset Sale Treatment When a 338(h)(10) Election is Unavailable
4 November 2013
An Overview: The Taxation of Settlements and Judgments
South Carolina Damages, South Carolina Bar (2
K&L Gates Advises Hexagon AB on Pending Acquisition of MSC Software Corporation
Noteworthy Work, Press Releases
13 February 2017
Hedge Funds and Venture Funds
Private Clients, Trusts and Estates
LL.M., New York University School of Law, 1999, (Taxation)
J.D., University of South Carolina School of Law, 1998, (Arthur B. Custy Tax Award recipient)
B.S., University of South Carolina, 1995, (
magna cum laude
, Phi Beta Kappa)
Bar of North Carolina
Bar of South Carolina
Mr. Mobley is a partner in the Charlotte office and focuses his practice on complex aspects of U.S. federal, state and local taxation, including creating and implementing tax-efficient structures for the firm's clients. His practice covers many facets of tax law that are intertwined with the business activities of the firm’s clients, including: advising clients on the tax aspects of private equity, mezzanine capital, and M&A transactions as well as joint ventures and financial product transactions; creating, implementing and analyzing executive compensation arrangements; advising litigators and litigation clients on the tax aspects of lawsuit settlements and judgments; and assisting nonprofit entities in respect of organizational and operational matters. In addition, he works in conjunction with the estate planning practice group on tax matters relating to family business and estate planning and estate administration. Mr. Mobley frequently advises clients on the tax and business aspects of LLCs, “S” corporations and other flow-through entities.
Fellow, American College of Tax Counsel
Best Lawyers in America
, Tax Law, 2010 – 2017
Selected to the North Carolina Rising Stars list, Tax Law,
Super Lawyers Magazine
American Bar Association (Tax Section)
North Carolina Bar Association (Tax Section Council, 2003-2013; Chair, 2012-2013)
South Carolina Bar Association (Tax Section)
Association for Corporate Growth – Charlotte Chapter (President, 2010-2011)
“Current Issues for Private Investment Funds and Their Managers,” ABA Tax Section, September 2015
“Southeast Roundtable,” Paul J. Hartman State and Local Tax Forum, 2012 & 2013
“Tax Structuring Trends in the Lower/Middle Markets: Buying, Selling and Investing in S Corporations and LLCs,” CLE presentation with Rob Starin, July 2012
Advised Charlotte, North Carolina-based, Carousel Capital, a leading middle-market private equity firm, in the sale of HEPACO, LLC, a leading provider of critical environmental services on both an emergency response and planned basis in the Eastern United States, to San Francisco, California-based Gryphon Investors, a growth-focused middle market private equity firm.
Provided tax advice to mergers and acquisitions, private equity and mezzanine clients in connection with leveraged recapitalizations, sales, mergers and other exit strategies of portfolio companies.
Provided tax advice to mergers and acquisitions, private equity and mezzanine clients in connection with the structuring of equity and debt investments.
Assisted corporations and limited liability companies with tax aspects of executive compensation arrangements, financing matters, restructuring transactions, joint ventures and business combination matters.
Assisted clients in forming 501(c)(3) charitable organizations and on-going compliance.
Assisted clients in North Carolina tax planning and compliance and in controversies with the North Carolina Department of Revenue, as well as real and business personal property tax matters.
Assisted clients with succession planning and estate administration matters, including creation of will, trust and power of attorney documents, formation of family LLCs and client representation in estate tax audits.
Assisted litigation clients in negotiating and drafting tax aspects of employment and other litigation settlements.
Assisted clients in all aspects of federal tax credit and North Carolina and South Carolina state tax credit transactions, including historic tax credits and renewable energy tax credits.
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