Charli E. Steed

Experience

Charli focuses her practice in the areas of tax, estate planning, wealth preservation, and general business. Charli helps clients plan for the future by preparing trusts, wills, powers of attorney, non-judicial settlement agreements, and fiduciary litigation documents. She reviews and interprets language in complex trust documents for individual clients. She also assists clients on business matters and commercial transactions including mergers and acquisitions.

As regulations and laws evolve, Charli regularly handles a broad range of tax matters involving trusts, partnership issues, gift and estate taxes, IRAs, exempt organization qualification, employment taxes, corporate inversions, and equity funds. For example, she advises and supports numerous tax-exempt organizations on a variety of nonprofit corporate and tax-related issues under Section 501(c) of the Internal Revenue Code, including issues related to organization, qualification, tax reporting, and general compliance. Charli also advises and supports businesses with the tax-related aspects of mergers, acquisitions, reorganizations, divestitures, and restructurings, along with general business matters.

In addition, Charli assists clients in resolving difficult tax disputes, including disputes with tax authorities pertaining to audits and administrative appeals. Her work in that regard extends to state and local tax matters.

Areas of Practice

• Estate & Succession Planning
• Corporations & Business Organizations
• Payments & Prepaid Instruments

Areas of Experience

• Federal, State and Local Tax
• Business Law
• Mergers & Acquisitions

Honors and Recognition

• Missouri Lawyers Weekly Women’s Justice Awards, Pro Bono Award, 2023
• Missouri Lawyers Weekly Up & Coming Award, 2023