Overview
D. Robert Morris leads the Tax Section of the firm's Business Organizations and Finance Department. Rob was the chairman of the firm for 20 years, and he uses the business management and leadership skills that he learned in those roles to assist and advise his clients in business and personal planning. Rob has extensive experience in federal and state tax planning and disputes, mergers and acquisitions, general corporate, partnership and limited liability issues, private securities offerings and estate planning. His clients include a wide variety of closely held business entities, as well as individuals, trusts and estates.
Office
Professional Affiliations
American Bar Association - Tax Section
Connecticut Bar Association - Executive Committee, Tax Section
Greater Bridgeport Bar Association
Florida Bar Association - Tax Section
Community Involvement
Business Council of Fairfield County - Fairfield Information Exchange, board of directors
CBIA - member, board of directors
Fairfield County Community Foundation - professional advisor council
Lifebridge Community Services - former member, corporate governance board
Junior Achievement of Western Connecticut - member, board of directors
Honors & Recognitions
Listed in The Best Lawyers in America for 2024
Named a Moffly Media Top Lawyer in Fairfield County, 2021, 2023 and 2024 - Tax Law
Received the highest peer review rating by Martindale-Hubbell (AV)
Selected to the Connecticut Super Lawyers list in 2006, 2007, 2008, 2013, 2014 and 2015 in the area of tax
Experience
- Represented a limited partner in acquisition of a minority interest in the New York Yankees
- Tax planning for closely held corporations and individuals in connection with structuring and implementing business transactions
- The purchase and sale of closely held businesses
- Estate planning for individuals and owners of closely held corporations
- Venture capital work, including the structuring of investments and the preparation of offering materials for non-public offerings of securities
- General representation of non-public corporations
- Representation before the Internal Revenue Service and Connecticut Department of Revenue Services in contesting proposed tax assessments
News & Insights
Speaking Engagements
Publications
Press Releases
Case Studies
Practice Areas
Bar and Court Admissions
- Connecticut
- New York
- Florida
- U.S. Court of Appeals for the Second Circuit
- U.S. Tax Court
Education
New York University, LL.M. in taxation
Cornell Law School, J.D., 1975
Cornell University, B.A., 1972