Keith A. Wood Printer-Friendly

Keith Wood is both an attorney and CPA with a special background in taxes. He also is a board-certified specialist in estate planning and probate law.

Keith’s practice is focused on business, tax and estate planning for a wide range of clients, including new startups, entrepreneurs and multigenerational family-owned businesses. He counsels these closely held enterprises in the unique challenges they face – from succession planning, tax planning and management structures to effective compensation strategies.

Keith frequently speaks to groups on tax and business succession topics and has been honored by the North Carolina Association of Certified Public Accountants with multiple “Outstanding Speaker” awards.

Representative Cases

• Helped the U.S. subsidiary of a multinational company implement and refinance a $100 million international line of credit.
• Represented a multistate healthcare business as it sold its operations to a national healthcare conglomerate in a tax advantaged manner.
• Helped a local food distributor secure a $15 million nonrecourse dividend recapitalization loan and a $10 million nonrecourse line of credit.
• Successfully structured and negotiated a series of related business acquisitions for a multistate distribution firm.
• Assisted several family businesses in transitioning ownership to successive generations in a way that minimized taxes.
• Successfully represented both businesses and individuals in federal and state tax audits and in appeals involving a wide range of issues – from reasonable compensation, sales tax matters and hobby losses to penalty abatements and passive vs. active loss analysis.

Bar and Court Admissions

• North Carolina, 1991

Professional Memberships and Activities

• Certified Public Accountant
• Board Certified Specialist, Estate Planning and Probate Law
• North Carolina Bar Association, Tax Section Chair, 2017-2018
• American Institute of CPAs
• North Carolina Association of CPAs (NCACPA), Former Board Member
• North Carolina Association of CPAs (NCACPA), 2013 NCACPA Annual Symposium Chair

Awards and Recognitions

• Best Lawyers in America, 2008-2023
• Best Lawyers in America: Triad Tax Law "Lawyer of the Year," 2021
• Business North Carolina: Legal Elite, 2004-2022
• Martindale-Hubbell AV Preeminent™ Peer Review Rated
• North Carolina Super Lawyers, 2006-2023
• NCACPA Outstanding Discussion Leader Award, 2003
• NCACPA Outstanding Conference Speaker Award, 2004, 2007, 2010
• North Carolina Journal of International Law and Commercial Regulation: Business Manager, 1991