Neil L. RoseMember
A former IRS and Treasury Special Honors Attorney, Neil Rose has devoted his career to solving complex tax, estate, real estate, and corporate matters with clarity and care. He has advised individuals, family enterprises, physicians’ groups, developers, and nonprofits on everything from lifetime wealth transfer and business formation to high-value financings and multigenerational estate plans. He has been a frequent lecturer for the American Bar Association, Virginia State Bar, Old Dominion University Tax Conference, the Virginia Society of CPAs, and Virginia CLE, Neil also served for a decade as Assistant Commissioner of Accounts for the City of Virginia Beach and is a Fellow of the American College of Trust and Estate Counsel.
For multigenerational families, Neil crafts coordinated estate plans using wills, revocable and irrevocable trusts, and generation-skipping transfer structures. He aligns testamentary and lifetime transfers with the family’s governance objectives, integrated health-care directives and powers of attorney, and built in income-tax planning features to preserve flexibility across generations.
Neil has created public charities for philanthropically minded clients. He prepares and secures IRS recognition of exemption, and structures charitable remainder arrangements to fund long-term giving while meeting the clients’ cash-flow needs. He also advises on compliance, gift acceptance, and planned giving that harmonizes tax, fiduciary, and mission considerations.
Guides buyers and sellers through purchase and sale transactions, addressing due diligence, entity and tax structuring, and post-closing operational transitions. Neil’s approach balanced real-property considerations with sales and use tax, business license tax, and other state and local tax implications.
Advised medical groups on acquiring land and developing purpose-built medical office buildings. Neil aligned ownership and leasing among practice entities, coordinated construction and lender requirements, and ensured compliance with health-care and tax rules impacting related-party arrangements.
Forms and advises corporations, partnerships, and LLCs on capitalization, governance, and buy-sell alignment, while addressing federal, state, and local tax requirements. Neil counsels closely held businesses through growth, transition, and succession.
Neil pairs a distinguished legal career with sustained civic leadership across Hampton Roads. In 2018 he received the Barron F. Black Community Builder Award from the Hampton Roads Community Foundation recognizing decades of service. He has served as vice chair of the Virginia Beach School Board and as past president of the Norfolk Kiwanis Club, Congregation Beth El, and the Virginia Beach Education Foundation. He currently serves on boards including Zeiders American Dream Theater, Congregation Beth El, and Westminster Canterbury Foundation and continues to serve as treasurer of the Tidewater Jewish Foundation and of the Norfolk Kiwanis Foundation, helping expand philanthropy and arts access across the region.
Norfolk Office
