Norris L.
CEO & Senior Tax Attorney
Experience
Mar 2024 - Oct 2024
8 monthsPhoenix, United States
CEO & Senior Tax Attorney
Axelon Tax Solutions
- Led tax resolution and controversy initiatives as CEO and senior tax attorney
- Represented clients before the IRS in audits and appeals in US Tax Court
- Advised on federal and state Renewable Energy Tax Credits (RETCs), including the Investment Tax Credit (ITC) and Production Tax Credit (PTC) for solar, wind, and other clean-energy projects
Jan 2024 - Mar 2025
1 year 3 monthsPhoenix, United States
Senior Tax and Estate Planning Attorney
Durfee Law Group
- Senior tax attorney on all tax planning, estate planning, tax controversy, and tax structuring client matters
Jan 2024 - Mar 2024
3 monthsPhoenix, United States
Senior Tax Attorney
Dayes Law Firm
- Led tax resolution and tax controversy initiatives
- Supported all tax credit matters
- Represented clients before the IRS in audits and appeals in US Tax Court
Jan 2023 - Dec 2023
1 yearUnited States
Executive Director
Purple Pig Group, LLC
- Spearheaded the inception and execution of a high-volume tax resolution and controversy enterprise by crafting robust workflow software systems and leading a dedicated team
- Represented clients before the IRS during tax audits and litigation cases in US Tax Court
Jan 2016 - Dec 2022
7 yearsUnited States
General Counsel
Malibu/La Costa Consulting
- Provided legal and tax consulting for individuals and businesses specializing in New Market Tax Credits and Historic Tax Credits
- Structured large-scale real estate leveraged finance transactions involving New Market Tax Credits, Energy Tax Credits, and Opportunity Zones
Jan 2016 - Dec 2018
3 yearsLos Angeles, United States
General Counsel & Executive Officer
Zero Energy Contracting
- Directed tax credit strategies for Federal Renewable Energy Tax Credits for finance clients, managing litigation, regulatory matters, and ensuring compliance
- Coordinated with external counsel on litigation and financing matters to achieve favorable outcomes
- Advised on federal and state Renewable Energy Tax Credits (RETCs), including the Investment Tax Credit (ITC) and Production Tax Credit (PTC) for clean-energy projects
Jan 2007 - Dec 2016
10 yearsSanta Monica, United States
Chief Executive Officer & General Counsel
Pure Power Distribution
- Coordinated alternative company-developed solar power solutions with film and television studios and federal agencies using energy strategies and executable tax credits
- Advised on and syndicated federal and state Renewable Energy Tax Credits (RETCs), including the Investment Tax Credit (ITC) and Production Tax Credit (PTC) for clean-energy projects
Jan 2007 - Dec 2016
10 yearsSanta Monica, United States
Chief Executive Officer & General Counsel
Urban Development & Finance
- Led public/private real estate finance ventures and strategic alliances utilizing Low-Income Housing Tax Credits with the City of Los Angeles
- Applied for and competitively secured $22 million in New Market Tax Credits from the US Treasury’s CDFI Fund for community-focused projects in Los Angeles
Jan 2003 - Dec 2007
5 yearsPortland, United States
Chief Executive Officer, President & General Counsel
Portland Family of Funds/United Fund Advisors
- Directed a $350 million public/private real estate development fund, securing numerous New Markets Tax Credits allocations
- Strategized and financed green city projects emphasizing LEED urban redevelopment
- Led legal and writing teams to obtain $180 million in New Market Tax Credits and orchestrated transactions exceeding $1.1 billion using tax credits
Jan 2000 - Dec 2004
5 yearsPortland, United States
Director, Resource Development for Municipal Real Estate Projects
Portland Development Commission
- Led one of four core operating departments of the Portland Development Commission, a 300-person agency for city redevelopment
- Served as policy advocate and cultivated influential political relationships to foster public-private synergies
- Designed and introduced novel financing models using New Market Tax Credits for renewable resource and community-driven initiatives
Summary
An accomplished senior tax attorney with over 25 years of legal specialization experience in tax law, estate planning, trusts, financial planning, tax credits, real estate law, fund management and development, capital formation, banking law, regulatory compliance, corporate governance, and portfolio management.
Licensed in Texas but with a nationwide tax and corporate practice. Proven track record in fund management, tax credit flow through structuring and risk management, contract negotiation, client relations and ensuring regulatory compliance. Recognized for his collaborative approach, organizational skills, and attention to detail, Norris has a natural knack for gaining trust and effectively communicating intricate legal details while providing confidence to his clients.
Languages
English
NativeEducation
Southern Methodist University School of Law
JD · Law · Dallas, United States
University of Texas–Dallas
BA · Political Science, Music · Dallas, United States
Certifications & licenses
Admitted To Practice Before The United States Tax Court
United States Tax Court
Admitted To Practice U.S. District Court For The Northern District Of Texas
U.S. District Court For The Northern District Of Texas
Licensed In Texas
Member, Texas State Bar
Texas State Bar
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