Member
Memphis Office Executive Member

Herbert B. Wolf Jr. (Bert)

Bert Wolf is a tax lawyer, and a member of the firm's Business Services and Trusts & Estate Groups. He assists individuals and organizations at every stage of business, from formation and raising capital to tax structure and operations planning, and the development of all types of growth strategies – including acquisitions, mergers, and reorganizations. He regularly consults with clients concerning succession planning, wills, trusts and estate planning, buy/sell agreements, risk assessment and planning, regulatory matters, employment agreements, non-compete agreements, and the tax structure of real estate transactions and aircraft transactions.

Bert also helps clients with local, state and federal tax disputes as well as with tax and corporate planning including negotiations with tax officials, obtaining tax rulings and representing clients in tax audit and litigation matters.

Bert has extensive experience in the health care industry and providing tax advice related to formation and operation of charities and other "non-profit" entities. He regularly assists doctors, hospitals, and teaching institutions in developing joint ventures; with tax advice; in fraud and abuse investigations; with regulatory and compliance issues; and in end-of-life planning advisory services.

Recent News, Articles & Speaking Engagements

Tax Reform and Sole Proprietorships, Partnerships and S Corporations

Bar Admissions
Tennessee
U.S. District Court for the Western District of Tennessee
U.S. Tax Court
Firm Leadership

Office Executive Member - Memphis office

Opinions Committee, Member

Lateral Recruiting Committee, Member

Memberships
American Bar Association, Taxation Section
American Institute of Certified Public Accountants
Memphis Bar Association
Tennessee Bar Association
Education
Before Stites & Harbison

Prior to joining the firm, Bert was a partner with Husch Blackwell LLP in Memphis where he practiced business and health care law.

More Than Stites & Harbison

Bert is an active member of the Memphis community. He is a former director (2006-12 and 2013-14) of the Memphis Jewish Family Service. He is also a former director (2013) and member of the Executive Committee (2014-15) of the Memphis Jewish Foundation as well as a director (2006-15) for Memphis Jewish Home and Rehab. Bert was active with United Way of the Mid-South from 1992-2014, serving as general counsel, executive committee member and board member, and the Memphis Jewish Community Center from 1987-2010, also serving variously as general counsel, executive committee member and board member.

Bert is an inactive Certified Public Accountant (1979).

Accolades

Best Lawyers in America®, Closely Held Companies and Family Businesses Law; Corporate Law; Tax Law (2003-22)

Memphis Tax Law "Lawyer of the Year," 2012

M Hicon 2020
Wolf Best Lawyers 2022
See more related to Herbert B. Wolf Jr. (Bert)
Press Releases

Stites & Harbison, PLLC Lawyers Named to 2022 Best Lawyers® Publications

LOUISVILLE, Ky.—Stites & Harbison, PLLC is pleased to announce that 93 lawyers are included in the 2022 Edition of The Best Lawyers in America©. Since it was first published in 1983, Best Lawyers® has become universally regarded as the definitive guide to legal excellence. Additionally, 11 attorneys are named as “Lawyer of the Year” and 14 attorneys are recognized in “Best Lawyers: Ones to Watch,” which recognizes attorneys early in their careers for outstanding professional excellence in private practice in the United States.

by Stites & Harbison, PLLC September 01, 2021
Press Releases

Bert Wolf Named Stites & Harbison’s Memphis Office Executive Member

MEMPHIS, Tenn.—Stites & Harbison, PLLC attorney Herbert B. Wolf Jr. (Bert) has been named Office Executive Member for the Memphis, Tenn., office.

by Stites & Harbison, PLLC September 04, 2020
Press Releases

Stites & Harbison, PLLC Lawyers Named to 2021 Best Lawyers® Publications

LOUISVILLE, Ky.—Stites & Harbison, PLLC is pleased to announce that 82 lawyers are included in the 2021 Edition of The Best Lawyers in America©.

by Stites & Harbison, PLLC August 20, 2020
Press Releases

Best Lawyers in America Honors 75 Stites & Harbison attorneys for 2020

LOUISVILLE, Ky.—The Best Lawyers in America© 2020 has recognized 75 Stites & Harbison, PLLC attorneys as selected by their peers in 49 areas of practice. Forty-three of those attorneys selected have been honored for 10 consecutive years or more.

by Stites & Harbison, PLLC August 22, 2019
Press Releases

Stites & Harbison Law Firm Moves to a New Memphis Location

MEMPHIS, Tenn.—Stites & Harbison, PLLC, has moved its Memphis law office from the Memphis Bioworks area to International Place, 6410 Poplar Avenue, Suite 180. “We are excited about the move, and are thrilled to be...
by Stites & Harbison, PLLC September 28, 2018
Press Releases

Best Lawyers in America honors 72 Stites & Harbison attorneys for 2019

LOUISVILLE, Ky.—The Best Lawyers in America© 2019 has recognized 72 Stites & Harbison, PLLC attorneys as selected by their peers in 49 areas of practice. Forty-two of those attorneys selected have been honored for 1...
by Stites & Harbison, PLLC August 16, 2018
Client Alerts

Tax Reform and Sole Proprietorships, Partnerships and S Corporations

Much attention has been paid to the doubling of the standard deduction as well as the lowering of the corporate tax rates contained in the Tax Cuts and Jobs Act of 2017 (the “Act”). The...
by Andrew R. Jacobs and Herbert B. Wolf Jr. (Bert) January 03, 2018
Press Releases

Best Lawyers in America honors 79 Stites & Harbison attorneys for 2018

LOUISVILLE, Ky.—The Best Lawyers in America© 2018 has recognized 79 Stites & Harbison, PLLC attorneys as selected by their peers in 51 areas of practice. The number of honorees increased since last year, 74 to...
by Stites & Harbison, PLLC August 17, 2017