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Steven B. Long

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Steve Long advises businesses and individuals regarding tax and employee benefits issues. He has extensive experience working with employers in banking, retail, technology and other industries to establish, maintain and correct defects in the operation of tax-qualified retirement plans, executive compensation agreements, stock incentive plans and other employee benefits. 

Mr. Long also advises charities and other tax-exempt organizations regarding their IRC 403(b) and IRC 457 retirement plans as well as issues related to compliance with Internal Revenue Service (IRS) and state regulations affecting executive compensation, fundraising and lobbying activities. In addition, Mr. Long counsels business owners and executives in retirement and estate planning, helping them meet their goals in the most tax-efficient manner.

Results By the Numbers

  • 0 Attorneys Recognized by Best Lawyers for 2016
  • 0 Attorneys Named Best Lawyers in America 5 or More Years in a Row

Featured Experience

  • Directed the merger by a large Research Triangle technology company of its 401(k) plans and other employee benefits arrangements with subsidiaries around the United States
  • Designed and established an IRC 457(b) retirement plan for the managers of a large North Carolina charity
  • Represented an automobile dealership with ten subsidiaries before the IRS in correcting qualification errors in its 401(k) plan
  • Advised Triad physician group on how to limit their ERISA fiduciary liabilities related to their tax-qualified retirement plan
  • Established and modified stock incentive and deferred compensation arrangements for various publicly-traded and private companies
  • Helped establish numerous IRC 501(c)(3) organizations and other tax-exempt entities
  • Advised charities and nonprofit organizations on issues including joint ventures with private companies, disclosure of compensation and IRS and state requirements regarding lobbying and political activities
  • Assisted business owners, physicians and other individuals in structuring their personal tax, estate and retirement plans, deferred compensation arrangements and trusts

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Honors & Awards

  • Woodward/White’s The Best Lawyers in America in Employee Benefits (ERISA) Law, 2010-2017; Tax Law, 2013-2017
  • North Carolina Super Lawyers in Employee Benefits/ERISA, 2010-2016
  • Business North Carolina magazine’s “Legal Elite” in Tax, 2006-2007, 2009-2011
  • Martindale-Hubbell AV® Preeminent™ in Employee Benefits & Executive Compensation; Tax

Memberships

  • University of North Carolina Board of Governors, 2013-2017
  • Alzheimers North Carolina, Inc., Board of Directors, 2012-present
  • Raleigh Hall of Fame, Board of Directors, 2010-present
  • Triangle Benefits Forum, President, 2009-2010
  • John William Pope Civitas Institute, Board of Directors, 2009-2013
  • North Carolina Bar Association Tax Section, Chairman, 2008-2009
  • Shepherds Theological Seminary, Board of Directors, 2005-2013
  • A.E. Finley YMCA, Advisory Board Member, 2003-2006
  • Caramore Vocational Rehabilitation Center, Board of Directors, 1998-2004