Mike Peterson knows the tax man as well as he knows business. That has helped him work successfully with Carrington Coleman clients to achieve their desired business outcomes and also, when necessary, to help resolve complex issues in which clients face potential litigation. Mike is of counsel at Carrington Coleman and his practice focuses on corporate, health care and tax related matters.
His corporate representation has involved representing public companies, established privately-owned businesses and entrepreneurs in a wide variety of industries, with a particular emphasis on healthcare, business and growing middle market companies, with a broad range of regulatory, corporate and business law issues. He has assisted clients at every stage of development and growth, including selecting and forming the appropriate entity for the business, obtaining seed money and growth capital, securing appropriate office or manufacturing locations or satisfying other real estate needs, developing and implementing successful growth and exit strategies, which have included mergers and acquisitions, strategic joint ventures, and offerings of securities of various types.
His tax representation has included advising both publicly traded and privately held companies on a broad range of issues related to both federal and state tax matters, including planning issues for all types of business transactions, particularly business formations and mergers and acquisitions, as well as controversy work related to both federal and state tax disputes. Additionally, he advises clients on bankruptcy tax issues. Mike helps individuals address personal tax issues, including those regarding the best vehicle for their business or family assets.
As part of both his corporate and tax practice, he has advised publicly traded and privately held companies in the design, implementation and administration of qualified retirement plans, health and other welfare plans and executive compensation programs, including qualified and non-qualified stock options, deferred compensation agreements and restricted and phantom stock. He has advised with respect to employee benefits issues in mergers and acquisitions and other business transactions. He has also handled matters involving audits and administrative proceedings with the Internal Revenue Service and Department of Labor.
Mike also has an active charitable tax practice. He regularly handles matters for nonprofits, including non-profit healthcare organizations.
U.S. District Court for the Northern District of Texas
United States Tax Court
Author, Creating an Entity for Charitable Giving, Carrington Coleman Capital Newsletter, 2017 Issue One.
Author, Does the Texas Franchise Tax Affect the Type of Entity You Choose?, Carrington Coleman Capital Newsletter (2016 Issue Two).
Author, Margin Taxes and Leases: Who Should Pay?, Carrington Coleman Capital Newsletter (Fall 2012).
Author, Texas Supreme Court Upholds Constitutionality of Margin Tax, Carrington Coleman Capital Newsletter (Fall 2012).
Over 65 and Thinking of Downsizing?, Carrington Coleman Capital Newsletter (March 2009).
University of Michigan
A.B., with distinction, 1975
University of Michigan
J.D., cum laude, 1978
Mental Health America of Texas, Past Board Chair
Mental Health America of Greater Dallas, Past Board Chair
Metro Dallas Homeless Alliance, Board Member
The Bridge Homeless Assistance Center, Active Volunteer
Parkinson Voice Project, Active Volunteer
United Way of Metropolitan Dallas, Active Volunteer
United Way Foundation of Metropolitan Dallas, Active Volunteer