Underwood & Roberts Professionals

ROBERT L. UNDERWOOD, III, Attorney
born Waycross, Georgia, January 10, 1946; admitted to bar 1973, District of Columbia; admitted to Florida Bar, 1996.  Admitted to practice in US Tax Court, US District Court for the District of Columbia Circuit, US Court of Appeals for District of Columbia, US Court of Claims, and District of Columbia Court of Appeals. 

• Education:  North Carolina State University (B.A., 1969); University of North Carolina (J.D., 1972); George Washington University (LL.M. in Taxation, 1974).  Stanford University - Executive Programs 1980, 1983, 1986; Harvard University Executive Program 1981.  Certified Public Accountant, North Carolina, 1973. 
• Member:  District of Columbia Bar Association 1973, Florida Bar Association, 1996; American Bar Association -Tax Committee 1973 ; American Institute of Certified Public Accountants 1973; North Carolina Association of Certified Public Accountants 1973 , International Fiscal Association 1980. 
• Practice Areas:  Federal Tax Law; Estate Planning; Buying and Selling of Businesses; IRS Representation; International Tax Planning; Business Tax Planning.

JEFFERY G. ROBERTS, Attorney
born Lexington, Kentucky, January 8, 1969; admitted to Georgia bar, 1994; admitted to Kentucky Bar 1996; admitted to North Carolina Bar 2000.

• Education: Wake Forest University (B.S., 1991); University of Louisville (J.D., 1994).
• Member:  Kentucky Bar Association; North Carolina Bar Association; Wake County, North Carolina Bar Association; Augusta (Georgia) Bar Association; Louisville Bar Association; Kentucky Automobile Dealers Association (Affiliated Member); Conference on Consumer Finance Law. 
• Practice Areas: Automobile Dealerships and Dealers, Business Transactions, Corporate, Federal Tax Law, Business Tax Planning and Closely Held Business Planning.

HEATHER UNDERWOOD ASHE,  Attorney
born Chapel Hill, North Carolina, December 19, 1969; admitted to North Carolina Bar 2010.

• Education: University of North Carolina at Chapel Hill (B.A., 1991); University of Central Florida (MBA, 1995); Certified Public Accountant, North Carolina 2004; North Carolina Central University (J.D. magna cum laude, 2010).
• Member: : North Carolina Bar Association, The American Bar Association, Wake County North Carolina Bar Association.
• Practice Areas: Federal Tax Law, Automobile Dealership Tax Compliance, Business Tax Planning.

ERIC PRIDGEN, Attorney
born Wilmington, North Carolina on January 26, 1976; admitted to North Carolina Bar, 2003; admitted to South Carolina Bar, 2005. 

• Education University of North Carolina, Wilmington (B.A., 1998); North Carolina Central University (J.D., cum laude, 2003); University of Florida (LL.M., Taxation, 2004). 
• Member: North Carolina Bar Association, South Carolina Bar Association, The American Bar Association.
• Practice Areas: Taxation, Partnership Taxation, International Taxation.
  
  

E. SHANE SATTERLY, CPA. Special Automotive Consultant,

• Education: Georgetown University (B.S. in Accounting, 1976); Certified Public Accountant, Kentucky.  Since 1997 he has been the owner/director of Mountjoy Chilton & Medley.
• Practice Areas: He has significant experience in providing audit, tax, acquisition and consulting services to the automotive industry.  His consulting engagements have included reviewing, designing and implementing accounting and internal control systems for dealerships; assistance with dealership acquisitions and sales; and conducting fraud audits, operational reviews and cost segregation studies.
  
  Mountjoy Chilton & Medley is the largest Firm in Kentucky and the largest locally owned Firm in the state.  They currently represent over seventy dealerships and provide a wide array of services to those clients.  In addition to providing traditional audit and tax services to the automotive industry, they have been involved in numerous acquisitions and sales of automobile dealerships.  They also offer services including due diligence tax work and cost segregation analysis.  Their Firm is also a member of the AutoCPA Group.  This group of CPA Firms located throughout the United States represents over 1,400 dealerships.

DAVID S. COHEN, Attorney of Counsel
born Warwick, New York, 1968;  admitted to Florida Bar 1993;  admitted to Georgia Bar 1994; admitted to practice in US District Court for the Middle District of Florida 1993. 

• Education: University of  Florida (B.S., 1989);  Florida State University of Law (J.D., 1992).
• Member: Florida Bar Association, Georgia Bar Association, Orange County Bar Association.
• Practice Areas:  Business Transactions, Real Estate, Civil Litigation, Contracts, and Probate.

SHANNON L. EVANS, Attorney of Counsel
born Carmi, Illinois, August 2,1961; admitted to California bar, 1990; admitted to Nevada bar, 1992. 

• Education: University of California at Santa Barbara (B.A., 1983); University of San Diego (J.D., 1986; LL.M., Taxation, 1995).
• Member: Moot Court Board, National Association of Security Dealers, Series 7 License, Securities and Exchange Commission, California 1989. Member National Summit on Retirement Savings, 1998, American Bar Association; State Bar of California; State Bar of Nevada.
• Practice Areas:  Taxation, Trusts and Estates; Entity Section: Qualified Retirement Plans.

D. ANNE UNDERWOOD, Senior Consultant
Education: Meredith College (B.A., 1970); University of North Carolina at Chapel Hill (M.ED., 1972); George Washington University (PH.D., 1980); Stanford University Executive Program (1986). Real Estate Broker; Certified Community Association Manager, Florida.








ERIN MIKE-MAYER, Tax Consultant
Education: Rochester Institute of Technology (B.S. in Accounting); Certified Public Accountant, North Carolina, 2007.










MARY JO ELKINS, Tax Consultant
Education: North Carolina State University (B.A., 1996), IRS Enrolled Agent, 2010.










SUZANNE M. PLUNKET, Tax Consultant
Education: Meredith College (B.S. in Accounting, 2000); Meredith College (MBA, 2005); Certified Public Account, North Carolina, 2008.










AMY PIERCE NENNI, Tax Consultant
Education: North Carolina State University (B.S., 1997); North Carolina State University (Master of Accounting, 2002); Certified Public Accountant, North Carolina, 2003.









VERNESTINE ARTIS, Tax Consultant
Education: Hardbarger Jr. College of Business (AAS Business Administration, 1988); NC Wesleyan College (B.S. in Accounting, 2003); Notary Public; IRS Enrolled Agent, 2008.









MEGHAN MYERS, Tax Consultant
Education: University of Central Florida (B.S. in Accounting, 2008)











TERESA M. CABE, Tax Consultant
Education: North Carolina State University (B.S. in Accounting, 1996); Certified Public Accountant, North Carolina, 2000.

JENNIFER W. URBAN, Office Manager
Education: Meredith College (B.S. in Business Management, 2001).











MEGHAN SLOAN, Legal Assistant












TAYLOR UNDERWOOD, Legal Assistant