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Matthew McRoberts

Matthew McRoberts

Of Counsel

The Offices at Pelican Bay
5811 Pelican Bay Blvd
Suite 204
Naples, FL 34108
T 239.325.0416
matthew.mcroberts@nelsonmullins.com
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Matthew’s practice primarily focuses on advising business owners, in a variety of industries, with their tax, business, and estate planning needs.  He focuses on helping business owners maximize their wealth throughout the life cycle of their business and protect it, generationally, through various gifting strategies.  This includes implementing tax advantaged structures, growth and exit planning,...

Matthew’s practice primarily focuses on advising business owners, in a variety of industries, with their tax, business, and estate planning needs.  He focuses on helping business owners maximize their wealth throughout the life cycle of their business and protect it, generationally, through various gifting strategies.  This includes implementing tax advantaged structures, growth and exit planning, and utilizing complex trusts.

Matthew additionally has a robust practice representing individuals and businesses before the IRS.  He has represented clients facing employment and income tax audits, trust fund recovery penalties, international information return penalties, as well as assisted clients with collections workouts including offers in compromise and multimillion-dollar innocent spouse relief. Matthew has resolved matters at the examination and appellate levels as well as with IRS counsel without the need for litigation. 

Additionally, Matthew represents many public charities and foundations related to obtaining their tax exempt status, their governance and related issues.

Matthew McRoberts

and utilizing complex trusts.

Matthew additionally has a robust practice representing individuals and businesses before the IRS.  He has represented clients facing employment and income tax audits, trust fund recovery penalties, international information return penalties, as well as assisted clients with collections workouts including offers in compromise and multimillion-dollar innocent spouse relief. Matthew has resolved matters at the examination and appellate levels as well as with IRS counsel without the need for litigation. 

Additionally, Matthew represents many public charities and foundations related to obtaining their tax exempt status, their governance and related issues.

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Recognitions

The bar rules of some states require that the standards for an attorney's inclusion in certain public accolades or recognitions be provided. When such accolades or recognitions are listed, a hyperlink is provided that leads to a description of the respective selection methodology.

  • Top Lawyer, Naples Illustrated, Tax Law, 2021

Professional Activities

  • Florida Bar Association - Tax Section
  • New York State Bar Association – Tax Section
  • American Bar Association
  • Collier County Bar Association

Community

  • Pan Florida Challenge - Development Committee, Rider

Matthew’s practice primarily focuses on advising business owners, in a variety of industries, with their tax, business, and estate planning needs.  He focuses on helping business owners maximize their wealth throughout the life cycle of their business and protect it, generationally, through various gifting strategies.  This includes implementing tax advantaged structures, growth and exit planning,... and utilizing complex trusts.

Matthew additionally has a robust practice representing individuals and businesses before the IRS.  He has represented clients facing employment and income tax audits, trust fund recovery penalties, international information return penalties, as well as assisted clients with collections workouts including offers in compromise and multimillion-dollar innocent spouse relief. Matthew has resolved matters at the examination and appellate levels as well as with IRS counsel without the need for litigation. 

Additionally, Matthew represents many public charities and foundations related to obtaining their tax exempt status, their governance and related issues.

Education

  • New York University School of Law, LLM, Taxation (2011)
  • Pennsylvania State University Dickinson School of Law, JD (2010)
  • University of Texas, BA, Government (2005)

Admissions

  • New York
  • Florida
  • U.S. Tax Court

Practice Areas

Industries

The bar rules of some states require that the standards for an attorney's inclusion in certain public accolades or recognitions be provided. When such accolades or recognitions are listed, a hyperlink is provided that leads to a description of the respective selection methodology.

  • Top Lawyer, Naples Illustrated, Tax Law, 2021
  • Florida Bar Association - Tax Section
  • New York State Bar Association – Tax Section
  • American Bar Association
  • Collier County Bar Association
  • Pan Florida Challenge - Development Committee, Rider
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