Effective January 15, 2018, our new address is:

Three Morrocroft Centre, Suite 400
6801 Morrison Boulevard
Charlotte, North Carolina 28211

Our phone numbers will remain the same.

Effective January 15, 2018, our new address is Three Morrocroft Centre, Suite 400, 6801 Morrison Boulevard, Charlotte, NC 28211.   Close


Kaestner Family Trust Case Appealed to North Carolina Supreme Court

On April 23, 2015, North Carolina’s state fiduciary income tax was held to be unconstitutional as imposed upon the income earned and accumulated by an out-of-state trust in the case of The Kimberly Rice Kaestner 1992 Family Trust v. North Carolina Department of Revenue by the North Carolina Business Court. Read More...