Norris L.

CEO & Senior Tax Attorney

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McKinney, United States

Experience

Mar 2024 - Oct 2024
8 months
Phoenix, 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 months
Phoenix, 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 months
Phoenix, 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 year
United 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 years
United 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 years
Los 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 years
Santa 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 years
Santa 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 years
Portland, 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 years
Portland, 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
Native

Education

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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