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Bar Admissions
| State Bar of Georgia | Admitted to practice January 2010 |
| Alabama State Bar | Admitted to practice September 2010 |
Overview
My practice includes representing clients in corporate, transactional, tax planning, tax controversy, and estate planning matters. I have advised clients on a myriad of different projects and related issues, including:- corporate governance, tax exemptions, asset protection, capitalization, incorporations, formations, conversions, dissolutions, business succession, business acquisitions, and divestitures, including drafting asset acquisition agreements, assignment and assumption agreements, stock purchase agreements, membership interest purchase agreements, plans of merger, shareholders’ agreements, promissory notes, and security agreements;
- negotiating various complex commercial agreements, including asset purchase agreements, joint venture agreements, stock purchase agreements, real estate purchase agreements, and membership interest purchase agreements; conducting due diligence for various corporate transactions; preparing ancillary documents, including nondisclosure agreements, mutual confidentiality agreements, and non-compete agreements;
- tax audits in front of the Internal Revenue Service, the Georgia Department of Revenue, and the Alabama Department of Revenue addressing income tax, sales and use tax, and payroll tax issues;
- tax litigation involving the proper treatment of an employee benefit plan utilizing universal life insurance;
- charitable giving strategies, including placement of conservation easements and the use of charitable lead and remainder trusts, as well as utilizing private foundations; and
- utilizing various estate planning strategies to reduce income, estate, and gift tax exposure.
Work Experience
| The Law Office of Jeff C. Morman, LLC Member |
Birmingham, Alabama April 2016- Present |
| Rosen Harwood, P.A. Associate |
Tuscaloosa, Alabama June 2014- April 2016 |
| Moore Ingram Johnson & Steele, LLP Associate |
Marietta, Georgia August 2010- June 2014 |
Teaching Experience
| The University of Alabama School of Law Adjunct Professor- Estate and Gift Taxation |
Tuscaloosa, Alabama January 2015 – Present |
Education
| Frederick G. Levin College of Law, University of Florida LL.M. Taxation |
Gainesville, Florida August 2010 |
| Cumberland School of Law, Samford University Juris Doctor |
Birmingham, Alabama May 2009 |
| The University of Georgia Bachelor of Science in Business Administration/ Finance |
Athens, Georgia December 2003 |
Publications
Jeffrey Morman, Protect Your Personal Assets from Lawsuits, in FOR GEORGIA DOCTORS: FRESH IDEAS ON ASSET PROTECTION, TAX, PRACTICE PLANNING, WEALTH ACCUMULATION AND ESTATE PLANNING 157-221 (Marv Pratt 1st ed., 2011).Service
| FORE ALABAMA KIDS FOUNDATION, INC. D/B/A FIRST TEE-BIRMINGHAM Founding Board Member and Treasurer |
Birmingham, Alabama January 2022- Present |
14
Years of Experience
About Me
My practice includes representing clients in corporate, transactional, tax planning, tax controversy, and estate planning
matters. I have advised clients on a myriad of different projects and related issues.