Forrest Firm, P.C.
About
Forrest Firm, P.C., founded in 1997 and located in Charlotte, NC, is a highly-rated, full-service law firm dedicated to providing top-notch legal services. The firm caters to businesses, nonprofits, and individuals, offering expert advice and representation in IRS tax controversies and governance matters. Their experienced team of professionals also provides guidance in entity formation, tax-reporting, and corporate governance among other areas. With a strong commitment to client success, Forrest Firm, P.C. ensures you can navigate any legal complexities that may arise in your business journey.
Specialties
Family members involved
Self, Siblings, Parents, Husband / Wife (domestic partner), Children, Grandparents, Extended family
Area of law
Child custody / child support, Divorce or legal separation, Prenuptial agreement, Domestic violence, Adoption and surrogacy, Spousal Support or Alimony, Other family matters
Location and hours
Forrest Firm, P.C.
521 E Morehead St Ste 405
Charlotte, NC 28202-2617
Fri
Sat
Sun
Mon
Tue
Wed
Thu
8:30 AM – 5:00 PM
Closed
Closed
8:30 AM – 5:00 PM
8:30 AM – 5:00 PM
8:30 AM – 5:00 PM
8:30 AM – 5:00 PM
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Resume
Work Experience
Attorney
Forrest Firm, P.C.
2019 - Present
Partner
Milazzo Webb Law, PLLC
2018 - 2018
Shareholder
Bernhardt and Strawser, P.A.
2013 - 2018
Attorney
Bernhardt and Strawser, P.A.
2009 - 2012
Partner
McGuireWoods LLP
2007 - 2009
Associate
McGuireWoods LLP
2004 - 2006
Associate
Raymond & Prokop, PC
1999 - 2003
Trial Attorney
Internal Revenue Service Office Of Chief Counsel
1998 - 1999
Associate
Sutherland Asbill & Brennan, LLP (now Eversheds Sutherland)
1997 - 1998
owner
Jamie Lisa Forbes
2011 - Present
Education
The College of William and Mary
1977
Wake Forest University School of Law
Brown University
1994
University of North Carolina
2012
University of Michigan Law School
1997
University of North Carolina
2001
University of Michigan Law School
Law
1997
Brown University
1994
University of Virginia School of Law
University of North Carolina
Law
1981
University of North Carolina
1976
University of North Carolina At Chapel Hill
2001
The College of William and Mary
1977
Wake Forest University School of Law
University of North Carolina, Chapel Hill
2005
Gustavus Adolphus College
2004
University of North Carolina
Law
2001
North Carolina Central University School of Law
Associations & Affiliations
North Carolina State Bar
Member
Publications
Lawyers Mutual Put Into Practice Newsletter
2017
ABA Probate & Property Magazine
2009
ABA Probate & Property Magazine
2009
Wealth Management Business Magazine
Tax Return Preparer Penalties: The New Rules of IRC Section 6694
2009
Practical U.S./International Tax Strategies
IRS Identifies New “Transaction of Interest” Requiring Disclosure by Taxpayers and Material Advisors: Subpart F Income Partnership Blocker
2008
Practical U.S./Domestic Tax Strategies
IRS Identifies Tier III Issues for Industry Issue Focus Program
2008
ABA Probate & Property Magazine
2008
Practical U.S./Domestic Tax Strategies
IRS Proposes to Add Patented Transactions as New Reportable Transaction Subject to Disclosure Rules
2007
Practical U.S./International Tax Strategies
IRS Identifies Loss Importation Transaction as Prohibited Listed Transaction
2007
Practical US/Domestic Tax Strategies
IRS Releases Informal Memoranda on FIN 48
2007
Washington Legal Times
Is This Tax Law Unconstitutional?
2007
Practical U.S./Domestic Tax Strategies
IRS Develops Formal Instructions for Field Personnel To Resolve Key Compliance Issues
2007
Practical U.S./Domestic Tax Strategies
IRS Announces Sweeping Settlement Initiative for Abusive Transactions
2005
The Community Tax Law Report
The Effective Tax Administration Offer in Compromise
2004
Michigan Tax Lawyer
The Internal Revenue Manual as Protector of Constitutional Rights: A Sixth Circuit Limitation on Criminal Investigations Disguised as Civil Examinations
2002
Michigan Tax Lawyer
Computer Software: Finally a Clear Sales and Use Tax Rule?
2000
Speaking Engagements
NC Furniture Manufacturers’ Credit Association Education Conference
10 Easy Steps to Protect Your Business When Extending Credit
2017
National Association of Tax Professionals National Conference
Tax Return Preparer Penalties: The New Rules of Section 6694
2009
The University of Virginia Annual Conference on Federal Taxation
The New Form 990
2009
Virginia Horse Council Annual Meeting
Is Your Horse-Related Business “Really” a Business? The IRS May Not Think So…
2009
Strafford Publications Tax Teleconference
Revised Internal Revenue Code Section 6694
2009
McGuireWoods Teleconference
Goin' Fishin' with the IRS: Observations, Decisions, and Consequences of the IRS Compliance Questionnaire for Colleges and Universities
2009
Virginia Bar Association Annual Meeting
Tax Issues and Opportunities For Health Care Providers and Payors and Their Business Partners, Including the New Form 990, Community Benefits, Governance, and Continuing Qualification For 501(c)(3) Charitable Classification
2009
National Association of Tax Professionals Webinar
Tax Return Preparer Penalties: The New Rules of Section 6694
2009
William & Mary Tax Conference
Revised (and Revised Again) Internal Revenue Code Section 6694 and New IRS Guidance
2008
McGuireWoods 6th Annual Nonprofit Conference
Current Developments Affecting Nonprofits: Governance, Updated Guidance on 2006 Charitable Legislation, and Exempt Organization Tax Developments
2008
McGuireWoods 6th Annual Nonprofit Conference
IRS Audits, Investigations, and Congressional Summons
2008
McGuireWoods 6th Annual Nonprofit Conference
The New Form 990
2008
District of Columbia Taxation Section, Estate Planning Committee – Estate, Trusts & Probate Section
Return Preparer Penalties under Section 6694: What Estate Planning Attorneys Need to Know
2008
Lorman Educational Services
Tax-Exempt Organizations in North Carolina: The Tax Increase Prevention and Reconciliation Act of 2005 – Avoiding Excise Taxes and Making Proper Disclosures
2008
Professional Education Broadcast Network
Defending an IRS Collection Division Investigation
2008
Conference of Alumni Association Executives Business Managers
The Pension Protection Act of 2006, Governance Issues, and the New Form 990
2008
Lorman Educational Services
IRS Guidelines for Good Governance for 501(c)(3) Organizations
2008
McGuireWoods Tax Controversy Teleconference
Protecting Communications in Today’s Aggressive Tax & Financial Enforcement Environment
2008
McGuireWoods Tax Controversy Teleconference
Revised Internal Revenue Code Section 6694 and New IRS Guidance
2008
American Bar Association Tax Section Meeting
Circular 230, Tax Shelter Transactions, and Preparer Penalties - What EO Practitioners Need to Know
2008
Services offered
Estate Attorney
Tax Attorney
Lawsuits And Disputes Lawyers
Corporate Law Attorney
Mediator
Wills And Estate Planning
Family Law Attorney
Bankruptcy Lawyer
Divorce Lawyer
Real Estate Lawyer