Steve Edwards Interviews Julie Bradlow, Partner and Tax Department Chair at DarrowEverett LLP

Julie M. Bradlow is a Partner and the Tax Department Chair of DarrowEverett LLP’s Tax Practice Group, and a Practice Leader for its Government Investigations Practice Group. Her background encompasses federal, state, and international tax planning, tax controversy, employee benefits, executive compensation, corporate law, and regulatory matters. Together with an understanding of such broad-based subject matter, Julie brings practical experience to solving complex problems for her clients.

Representative Matters

Represented a South Florida real estate developer and a South Florida private equity family office in connection with their joint venture acquisition of a national big box retailer’s corporate headquarters for more than $100 million. This transaction involved the creation of several layers of legal entities, drafting LLC and LP agreements, and the creation of a tenancy in common agreement including several 1031 exchange entities.

Represented an alternative asset management firm in establishing a private equity fund poised to issue securities pursuant to Rule 506(c). The representation included reviewing partnership documents and the tax allocations therein as well as drafting tax disclosures for the private offering memorandum. The fund was established to raise up to $150 million to acquire and invest in single family rental properties across multiple U.S. states.

Represented prominent South Florida real estate developer in its eight-figure purchase of a mixed-use development south of Miami featuring retail and office space. We set up a securities offering under Rule 506(b) that helped fund the deal, and we drafted all the offering documents including the limited partnership agreement and private placement memorandum for the fund.

Represented innovative, next-generation real estate investment firm in creating three complex offerings of securities under Rule 506(c) in connection with a residential real estate investment fund. The tax work included reviewing partnership allocations in limited partnership agreements and tax disclosures in offering memoranda.

Represented a national meat producer, packager and distributor, and a leading U.S. private equity firm with a minority stake in the meat company, in connection with their add-on acquisitions of two prominent meat suppliers. The transaction included implementation of a complex corporate reorganization structure.

Prior Experience

Prior to joining the DarrowEverett team, Julie served as in-house tax counsel at Fortune 500 aerospace and transportation companies, as well as at two AmLaw 200 law firms and a boutique law firm, where she advised on a wide variety of federal, state, and international tax and employee benefits matters. While at the University of Chicago Law School, Julie was an Associate Editor for the University of Chicago Law Review. Before entering practice, she served as a judicial clerk to the Honorable Michael S. Kanne of the United States Court of Appeals for the Seventh Circuit. In 2017, Julie was a contestant on the game show Jeopardy!

Related Practices

Tax
Banking and Finance
Corporate and Business Transactions
Government Investigations

Publications

‘As Such’: Soroban Case Puts Limited Partnerships Under Tax Scrutiny — via JD Supra, February, 2024
The Brass Tacks: IRS Creates Process for Withdrawing ERC Claims — via JD Supra, November, 2023
IRS Response to Israel’s Declaration of War: Relief to Impacted Taxpayers, But Extensions Granted to Its Enforcement Arm — via JD Supra, October, 2023
Key Questions When Determining Eligibility for State Historic Tax Credits — via JD Supra, September, 2023
How IRS Is Cracking Down on Employee Retention Tax Credit Fraud — via JD Supra, August, 2023

Involvement

American Bar Association – Member
Charlotte Women’s Bar – Member
Mecklenburg County Bar Association – Member, Continuing Legal Education Committee
Croydon Hill HOA – Treasurer
North Carolina Association of Women Attorneys – Member
North Carolina Bar Association – Member
Virginia Bar Association – Member
Virginia Women Attorneys Association – Member
Women Lawyers of Charlotte – Member

Connect with Julie on LinkedIn

Interview Questions:

Q1: Tell us a little about you and your firm DarrowEverett?

Q2: Some people might think that tax attorneys are dealing with mundane topics, but there’s actually a lot of intrigue and interest in your work. How big of an impact do tax issues play when you advise clients on matters including corporate structuring, mergers and acquisitions, or employee benefits?

Q3: What other common tax-related issues do you see businesses routinely facing, and how do you help them navigate these challenges?

Q4: How do you assist clients facing tax audits or disputes with tax authorities?

Q5: Can you provide an example of a challenging tax controversy case you’ve handled and how you resolved it?

Q6: How does tax law intersect with estate planning, and what strategies do you recommend for wealth preservation and transfer?

Q7: Are there some recent changes in tax laws that individuals/businesses should be aware of?

Q8: Anything else you’d like to add?

DarrowEverett LLP is a full-service business law firm with offices in Boston, Mass., Providence, R.I., New York, N.Y., Nashville, Tenn., Charlotte, N.C., Charleston, S.C., and Miami, Fla. The firm offers a diversity of services, including corporate & business transactions, commercial real estate, business litigation & dispute resolution, banking & finance, energy & infrastructure, data privacy & cybersecurity, environmental, government investigations, healthcare & life sciences, intellectual property & technology, labor & employment, private equity, capital markets & securities, private wealth services, regulatory & compliance, restructuring, and tax. In addition, DarrowEverett serves a wide range of domestic & international publicly traded and privately held companies, and nonprofit organizations. To learn more, visit www.darroweverett.com.

Meet Steve Edwards, a Wisconsin native who embarked on a journey by joining the Army, where he served in the 82nd Airborne, experiencing the thrill of jumping from planes. Steve attended FAU in Florida and then joined the world of sales, steadily climbing up the ladder.

He found his true passion when he joined a recruiting firm. For nine years, he orchestrated in-person job fairs. However, recognizing the limitations of traditional methods, Steve envisioned a more efficient way to connect companies with candidates: virtual platforms. Thus, Premier Virtual was born.

Premier Virtual, launched in late 2019, found quick relevance with the onset of the Covid19 pandemic in March 2020. Suddenly, the world was compelled to explore alternative hiring methods. In just a year, Premier Virtual powered nearly 2,500 events, surpassing the combined total of in-person events over the previous nine years. Today, the platform boasts over 7,500 events, connecting more than 70,000 employers with over a million candidates.

Premier Virtual was successfully acquired in 2023, and Steve remains at the helm, continuing to steer the company forward as President. Steve is set to launch his book, “Weeding Through the BS,” offering insights gleaned from his extensive experience growing and scaling a business through acquisition.

Recent News:

DarrowEverett Names Chad Gottlieb as Corporate Department Chair

DarrowEverett Promotes Lindsay Jeff to Vice President of Finance

DarrowEverett Hires Pia Hallidri As CEO

DarrowEverett Renews Fall River Lease

DarrowEverett Acquires Rampart Law Group