Robert D. Lyerly Jr.

Robert D. Lyerly Jr. practices in the firm's Tax and Estate Planning Groups.  He advises clients on matters primarily related to taxation, estate planning, and wealth transfer.

Mr. Lyerly earned his A.B. Accounting degree, valedictorian, from Pfeiffer University and his M.B.A. and law degree from the University of North Carolina at Chapel Hill.

Prior to joining Nexsen Pruet he was a partner at PricewaterhouseCoopers in Charlotte and worked there for more than 20 years.

Mr. Lyerly and his wife, Sandy, live just south of Charlotte in Indian Trial.  They have three adult children.  Mr. Lyerly is active in church, community and charitable affairs in the Charlotte area.

• Certified Public Accountant
• Personal Financial Specialist (PFS) - awarded designation in Personal Financial Planning
• Accredited Investment Fiduciary designation

• Client Alert - IRS Special Relief Program for Small Charities that Have Not Filed the Form 990-N (e-Postcard)
  The Internal Revenue Service is now offering a one-time special relief program for small charities that are at risk of losing tax-exempt status.
• "Nexsen Pruet makes uptown office move"
  The Friday, April 23rd edition of the Charlotte Business Journal features an article entitled "Nexsen Pruet makes uptown office move."
• Experienced Tax Lawyer Joins Nexsen Pruet; Robert Lyerly Expands Tax Practice Group
  Robert Lyerly has joined Nexsen Pruet as a member(partner).

• Client Alert: Act Now or Pay More Taxes
  Nexsen Pruet’s Estate Planning and Wealth Transfer Planning team is encouraging clients to consider making a gift of part or all of their estate exclusions now, or risk paying much more in taxes in the future.
• Client Alert: 2010 Tax Act Provides Portability to Reduce the Estate Taxes Paid by Couples
  The IRS is offering a new way for surviving spouses to reduce their estate tax bill if their spouse passed away after December 31, 2010.
• Client Alert: The Taxation Treatment of Employer-Provided Cell Phones
  The Internal Revenue Service has issued long-awaited guidance that clarifies the taxation treatment of employer-provided cell phones or other similar telecommunications equipment.
• Client Alert: A Low Cost Option to Voluntarily Reclassify Workers
  In September, The IRS announced the Voluntary Classification Settlement Program (VCSP), a voluntary initiative allowing taxpayers the opportunity to change the prospective classification of their workers at a low cost. Taxpayers seeking to apply to the VCSP for the fourth quarter of 2011 must act quickly to meet the initial deadlines set by the IRS.
• Employment Law Update - January 2011
  Pregnancy discrimination claims are on the rise; and the NLRB proposes a mandatory pro-union poster for all employers.