Ronald I. Loeb

Ronald I.

Loeb

Overview

Ronny practices in the firm’s Tax Group where he focuses on business planning and operations, estate administration, estate and trust planning, taxation law, executive compensation and employee welfare benefits.

Experience

  • Represented numerous fiduciaries in the administration of various estates with probating the Will, obtaining appraisals, reviewing and completing estate tax returns and dealing with subsequent IRS audits.
  • Represented numerous clients with closely held businesses in proper entity selection, establishment of the business entity, mergers and acquisitions and succession planning.
  • Represented clients in establishing private foundations and funds at local universities to fund stadium improvements, scholarship programs and professorships.
  • Represented medical practices with the admission and withdrawal of shareholders, partners and members, "S" corporation elections, fringe benefits and retirement planning.
  • Represented clients designing their estate plans and drafting and preparing wealth transfer documents to accomplish such goals.

Distinctions

  • AV-Rated, Martindale-Hubbell®
  • Best Lawyers in America®
    • Trusts and Estates, 2005-2023
  • Chambers USA, America's Leading Lawyers for Business
    • Ranked in Chambers HNW 2017-2022
  • Mid-South Super Lawyers®, Estate Planning and Probate, 2008-2013
  • Adjunct Professor, Individual Tax Accounting I and Advance Accounting II, Mississippi State University

Bar Admissions

  • Mississippi, 1980

Education

  • New York University, LL.M., Taxation, 1981
  • University of Mississippi, J.D., 1980
  • University of North Carolina, B.A., History, 1977

Associations

  • American Bar Association
    • Taxation Section
    • Business Law Section
    • Real Property, Probate and Trust Law Section
  • National Academy of Elder Law Attorneys
  • Mississippi Bar
    • Taxation Section
      • Chairman, 1990-1991
      • Executive Board, 1987-1992
      • Executive Board, 1998-2000
    • Business Law Section
  • Estate Planning Council of Mississippi
  • Capital Area Bar Association
  • Jackson Tax Forum

Papers, Presentations & Publications

  • Author, "Plan Amendment Deadline Extended For Nonqualified Deferred Compensation Arrangements," Planning Notes, November 2007.
  • Author, "IRS and Treasury Department Issue Regulations on Section 409A or IRC," Planning Notes, August 2007.
  • Author, "New Regs Establish Deadline for Implementing Nonqualified Deferred Compensation Plan Changes," High Points, June 2007.

Ronald I.

Loeb

Overview

Ronny practices in the firm’s Tax Group where he focuses on business planning and operations, estate administration, estate and trust planning, taxation law, executive compensation and employee welfare benefits.

Experience

  • Represented numerous fiduciaries in the administration of various estates with probating the Will, obtaining appraisals, reviewing and completing estate tax returns and dealing with subsequent IRS audits.
  • Represented numerous clients with closely held businesses in proper entity selection, establishment of the business entity, mergers and acquisitions and succession planning.
  • Represented clients in establishing private foundations and funds at local universities to fund stadium improvements, scholarship programs and professorships.
  • Represented medical practices with the admission and withdrawal of shareholders, partners and members, "S" corporation elections, fringe benefits and retirement planning.
  • Represented clients designing their estate plans and drafting and preparing wealth transfer documents to accomplish such goals.

Distinctions

  • AV-Rated, Martindale-Hubbell®
  • Best Lawyers in America®
    • Trusts and Estates, 2005-2023
  • Chambers USA, America's Leading Lawyers for Business
    • Ranked in Chambers HNW 2017-2022
  • Mid-South Super Lawyers®, Estate Planning and Probate, 2008-2013
  • Adjunct Professor, Individual Tax Accounting I and Advance Accounting II, Mississippi State University

Bar Admissions

  • Mississippi, 1980

Education

  • New York University, LL.M., Taxation, 1981
  • University of Mississippi, J.D., 1980
  • University of North Carolina, B.A., History, 1977

Associations

  • American Bar Association
    • Taxation Section
    • Business Law Section
    • Real Property, Probate and Trust Law Section
  • National Academy of Elder Law Attorneys
  • Mississippi Bar
    • Taxation Section
      • Chairman, 1990-1991
      • Executive Board, 1987-1992
      • Executive Board, 1998-2000
    • Business Law Section
  • Estate Planning Council of Mississippi
  • Capital Area Bar Association
  • Jackson Tax Forum

Papers, Presentations & Publications

  • Author, "Plan Amendment Deadline Extended For Nonqualified Deferred Compensation Arrangements," Planning Notes, November 2007.
  • Author, "IRS and Treasury Department Issue Regulations on Section 409A or IRC," Planning Notes, August 2007.
  • Author, "New Regs Establish Deadline for Implementing Nonqualified Deferred Compensation Plan Changes," High Points, June 2007.