Greg Neilsen Email & Phone Number

St Petersburg, Florida, United States

Assist businesses & clients navigate the complexities of tax returns and tax planning to identify tax efficient opportunities and decisions.

Singapore, Singapore

- Provide business and tax counsel to international commodity trading company headquartered in Singapore for expansion in the United States covering operations, commercial transactions and entity structuring for domestic parent entity and operation specific subsidiary entities; covering contractual and logistical aspects of agricultural harvesting, cultivation, refinement, extraction, and distribution/warehousing of product throughout a multi-state supply chain- Draft, review, edit, and evaluate the following agreements; spot and term purchase/sale of goods (UCC), equipment sale-leasebacks and repurchase agreements, non-disclosure and noncircumvention agreements, asset-based financing agreements with variable put options, and manufacturing agreements.- Develop, implement and supervise companywide standard operating procedures for operations and tax/legal compliance, including KYC and risk management protocols

New York, United States

- Work one on one with clients, families, and business owners to effectively communicate the complexities of tax and legal jargon by boiling down concepts in a digestible way that allows the client to feel comfortable making an informed decision with someone they trust on complex commercial real estate and business transactions from formation, to exit, & estate planning.- Prepared, filed and reviewed client’s federal tax forms 706, 1040, 1041, 1065, 1120, 1120S, and 8886, including drafting memorandum of law and fact for Reportable Transaction Disclosures per I.R.C. § 6011 & Treas. Reg. § 1.6011-4.- Maintained sufficient organization, task prioritization and flexibility to manage a 25-30 open case load efficiently delegating, deferring, and utilizing my team to achieve our goals, meet deadlines and deliver the highest quality work product possible.- Represented individuals and small businesses during IRS audits, responding to IDRs, and securing “No-Change” results, negotiated and settled tax controversies with IRS Office of Appeals and Office of Chief Counsel for topics such as FBAR, underreporting, and, notably for the nuanced “Real Estate Professional” requirements of I.R.C. § 469 & treasury regulations for passive losses.-Drafted and assisted with negotiations of multi-million dollar asset purchase agreements, successful Chapter 11 Stalking Horse Bid and acquisition, multi-million dollar commercial, residential and mixed use real estate sales-Drafted and advised clients on initial drafting, annual amendments, and tax implications of revocable trusts, pour-over wills, grantor trusts, irrevocable life insurance trusts, charitable remainder unitrusts, intentionally defective grantor trusts, and other complex estate planning tools.

Charleston, South Carolina Area

-Researched and Drafted Memoranda on Business Matters Including, But Not Limited To;---State and Federal Tax Liability for Investors on Initial Contributions to Real Estate Joint Venture Structured as a Manager-Managed LLC ---Client Considerations for Sale-Leaseback Structuring in Real Estate Joint Venture, Arbitration Clause Enforceability and Triple-Net Commercial Lease Amendments---Physician-Pharmacy Private Equity Fund Compliance with State Physician Self-Referral Acts, Federal Stark Law and Anti-Kickback Statute Safe Harbors -Drafted Triple Net Lease Agreement for Commercial Property in Downtown Charleston, SC -Assisted in Initial Drafting of LLC Operating Agreements for Legal Restructuring of Crop Cultivation Business Focused on Creditor Protection and Liability Containment Provisions-Coordinated and Organized Successful Re-Zoning Application and Presentation to Board of Zoning Appeals for Property in Downtown Charleston Allowing for Commercial Use of Property -Drafted Supplemental Proceedings for Enforcement of Judgment and Assisted in Locating Assets, Negotiations and Successfully Recovering Full Judgment Amount for Client in Breach of Contract Claim

Charleston, South Carolina Area

- Advanced VITA/CTE Certification- Assisted individuals, families and small businesses with preparing and filing tax returns while ensuring compliance with the law and optimizing benefits to taxpayer

Charleston, South Carolina Area

-Edited Students' Legal Memoranda and Briefs for Grammatical and Citation Errors-Provided Students with Substantive Feedback on Legal Writing Techniques and Styles-Developed and Conducted Workshop for Students on How to Effectively Utilize Bloomberg Business Intelligence, Draft Analyzer and Deal Analytics in Legal Memoranda and Briefs

Wilmington, North Carolina Area

- Handled client intake and conducted initial client interviews- Compiled case logs, requested records and drafted client correspondence

Master Of Laws - Llm, Taxation

Activities and Societies: Graduate Tax Scholar

Juris Doctor (J.D.), Law

Activities and Societies: Public Speaking Society, Maritime Law Society, Charleston County Bar- Student Division, Federal Bar Student.

Bachelor Of Science (Bs), Political Science And Government

Activities and Societies: Deans List, Pi Sigma Alpha; National Political Science Honor Society, Student Ambassador, Pi Kappa Phi Fraternity