Kevin G. Bender

Kevin G. Bender is a tax attorney with experience in a vast range of federal tax matters. His clients include private and publicly traded corporations, partnerships, tax exempt organizations and high net worth individuals.

Kevin provides tax advice to partnerships, closely held corporations, real estate joint ventures, physician practices, financial institutions, and their owners on a variety of transactions including formations, reorganizations, recapitalizations, mergers, acquisitions, asset sales, entity selection, and specialized income tax planning including qualified small business stock planning, section 1031 tax-deferred exchanges, Delaware Statutory Trust structures, and structuring rollover equity in partnership mergers.

Kevin advises publicly traded and private real estate investment trusts (“REITs”) in connection with a variety of tax matters. He has drafted and negotiated contribution agreements and tax protection agreements in connection with numerous UPREIT transactions, including transactions involving debt-financed distributions of cash on a tax-deferred basis. Additionally, he has provided tax advice in connection with the issuance of a unique class of preferred limited partnership units in an operating partnership of a private REIT. He also has reviewed and advised on opinion letters confirming the validity of a corporation’s REIT election.

Additionally, he advises on the formation and operation of a variety of tax-exempt organizations, including private foundations, public charities, social welfare organizations, fraternal lodge organizations and many others. He also provides tax planning and ongoing compliance advice to existing exempt organizations. Kevin has also provided tax advice on the merger and consolidation of several nonprofit organizations.

Kevin also advises high net worth individuals, especially entrepreneurs and executives involved in liquidity events, with income, gift, generation-skipping transfer, and estate tax planning, including the creation and ongoing administration of trusts.

Kevin is a frequent writer and speaker. He has taught numerous continuing-legal-education programs, spoken at the American Bar Association Section of Taxation National CLE Conference, and the Virginia Society of Certified Public Accountants Forensic and Valuation Conference. He has also published articles on estate tax, generation-skipping transfer tax, payroll tax and federal tax valuation. He serves as an editor of the American Bar Association’s Probate and Property law journal.

In addition to practicing law, Kevin is a small business owner and award-winning filmmaker. Before becoming an attorney, he was an accountant and financial analyst for a large multinational financial services company.

Kevin obtained his law degree from William and Mary Law School in Williamsburg, Virginia (his hometown), where he graduated summa cum laude and received the John E. Donaldson Award for best tax student. He received his undergraduate degree, with Distinction, from the University of Virginia.