LeROY L. METZ, II
LeRoy is a highly experienced attorney practicing tax, business and estate planning law.
A Certified Public Accountant and MBA, LeRoy counsels businesses and their owners in complex tax situations involving disputes, audits, and appeals, including matters involving tax fraud and failure to file. He represents both businesses and individuals confronting federal, state, and local tax problems.
His advice to and representation of clients in mergers, acquisitions, dispositions, refinancings and other business, tax, and legal transactions and problems adds value to his service as a board member for several corporations. Zippo Manufacturing Co., Ductmate Industries, Inc., and Cellumen, Inc. are just a few of his business clients.
Filling the niche in creative estate planning, LeRoy helps clients minimize estate and inheritance taxes, protect their families, and direct their assets according to their wishes. Often working closely with CPAs, he coordinates the personal needs of business owners with those of their businesses to preserve wealth through generations.
LeRoy is a frequent speaker to professional associations, conferences and institutions in Pennsylvania and elsewhere on topics such as life insurance trusts, the innocent spouse defense, tax planning in divorce, IRS offers in compromise, employment tax disputes and estate planning.
Practice Areas
• Corporate Transactions and Securities
• Tax, Estate, and Financial Planning
• Mergers and Acquisitions
Representative Matters
• Represented numerous buyers and sellers in various corporate acquisitions,
sales and mergers.
• Assisted clients in shareholder disputes to achieve business settlements to
problems and avoid very expensive, bitter and lengthy litigation.
• Represented a businessman from idea, through incorporation, several rounds of
equity and debt sales and ultimately profitable sale of the enterprise.
• Assisted corporate client which had been the victim of embezzlement by trusted
employee through recovery of funds and prosecution of perpetrator.
• Obtained numerous IRS agreements to compromise tax debts for a fraction of the
liability based upon either an original mistake by the IRS or taxpayer’s diminished
ability to pay.
• Prevented disastrous estate tax from befalling estates of terminally ill individuals
who had no wills by obtaining court appointment of family members as guardians
and directing assets to trusts with tax saving provisions.
Experience
• 1998 Metz Lewis LLC
President
Member of the Executive Committee
Education
• 1975 J.D., University of Pittsburgh
• 1972 M.B.A., University of Utah
• 1969 B.S., West Virginia University
Admissions
• Pennsylvania
• U.S. Tax Court
• U.S. Court of Appeals for the Third Circuit
• U.S. District Court for the Western District of Pennsylvania
Professional Affiliations and Honors
• Pennsylvania Bar Association
• Past Chair, Tax Section, Allegheny County Bar Association
• American Institute of Certified Public Accountants
• Pennsylvania Institute of Certified Public Accountants
• Past President, Pittsburgh Tax Club
• Estate Planning Council of Pittsburgh
• Trustee and Past Chair, Pittsburgh Ballet Theatre
• Chairman of the Board, Ductmate Industries, Inc.
• Board of Directors, Zippo Manufacturing Co.
• Chairman of the Board of Directors, Cellumen, Inc.
• Board of Directors, Net Health Systems, Inc.
• Board of Directors, ACBA Services, Inc.
• Recognized as an AV® rated attorney by Martindale-Hubbell peer review
• FIVE STAR Best in Client Satisfaction Wealth Manager, 2009
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