OVERVIEW

Brad Sagraves is the founder and manager of the Firm and advises clients in the areas of business law, tax, probate and estate planning.

Brad generally advises businesses and individuals on forming businesses, whether limited liability companies, limited liability partnerships, partnerships, corporations or s-corporations. Brad advises clients on structural changes, buyouts, mergers, acquisitions or tax-free reorganizations, as well as day-to-day needs of the average business.

Brad also represents clients before the Internal Revenue Service, Tennessee Department of Revenue, Tennessee Board of Equalization and other tax authorities. His representation extends to audits, collection actions, requesting installments agreements and offers in compromise, and obtaining property tax exemptions for charitable or other qualified institutions.

As part of advising his clients in business and tax matters, Brad also provides estate planning and succession planning to ensure that the client’s assets pass according to the client’s wishes, whether to families, friends or charities. Brad can tailor the appropriate estate plan for each client, whether it is a simple will with trusts for a client’s children or complex tax-planning wills to ensure that inheritance and estate taxes are minimized. Brad also has experience in drafting special needs trusts, life insurance trusts and charitable remainder trusts. As part of his estate practice, he regularly represents clients in probate and conservatorship matters, whether simple, complex or contested.

Brad also has experience in federal contracting guidelines, international tax issues, self-settled asset protection trusts and many other areas of law.

Education

B.A. in Political Science, magna cum laude, from Lee University in Cleveland, TN

J.D. from the University of Tennessee College of Law, with honors

Master of Laws in Taxation from the University of Florida Levin College of Law

Bar Admissions

State of Tennessee

Federal District Court for the Eastern District of Tennessee

U.S. Tax Court

Bar Associations

Knoxville Bar Association

Tennessee Bar Association

American Bar Association.

Prior Presentations and Publications

Presentation - Corporate Transparency Act - What Every Practitioner Needs to Know - CLE Webcast, Knoxville Bar Association - February 2024

Presentation - How to Avoid Probate and Other Problems Death Causes (2023)

Presentation - Trusts; Now Why Do I Need One of Those?

Update on IRS Collection Procedures 2022

What to do for Tax Estate Planning Now!

In-Depth Tax Planning in 2019 Knoxville TSCPA

Tax Reform Bill: What you and your clients need to know – Sevier County Bar Association – 2018

Dan W. Holbrook with Bradley C. Sagraves, Top 10 Effects of the Tax Reform Act on Estate Planning, in the April 2018 edition of the Tennessee Bar Journal.

Tax Reform Bill: What you and your clients need to know – Knoxville Bar Association – 2018

How New Tax Laws Impact Lawyers – CLE Webcast, Tennessee Bar Association – 2018

Trusts 101 – National Business Institute – Knoxville, TN – 2017

State and Local Tax Update – Tennessee Society of CPAs – Knoxville Chapter – 2017

How to Implement the IRS Partnership Audit Rules – Tennessee Society of CPAs – Knoxville Chapter – 2016

Bradley C. Sagraves and Bobak Talebian, Material Adverse Change Clauses in Tennessee: Genesco v. Finish Line, Transactions: The Tennessee Journal of Business Law, 2008.