B. Cary Tolley III

Partner at Hunton Andrews Kurth LLP

B. Cary Tolley III

B. Cary Tolley III

Partner at Hunton Andrews Kurth LLP

Biography

B. Cary Tolley, III
Partner


Firm: Hunton & Williams LLP
Address: 1111 Brickell Avenue, Suite 2500
Miami, Florida 33131
United States of America
Phone: 305.810.2533
Fax: 305.810.1662
Email: Send an Email
Local Time: Tue. 09:43
Web site: Direct Page
Profile
Cary's practice focuses on domestic and cross-border business federal income tax matters, international tax planning, and leasing and project finance tax advice.
Cary's practice experience includes all federal income tax matters relating to inbound and outbound international tax planning and both domestic and cross-border leasing and project finance tax advice. He has more than 20 years of large, complex cross-border finance transaction experience.
Cary served as managing partner of Hunton & Williams' New York office from 1990 to 2006 and as head of the firm's tax and ERISA team from 1984 to 1999. He is a former Lieutenant, United States Navy Reserve, JAG Corp.

Areas of Practice

Business Tax-in developmentLeasingPrivate Investment FundsPrivate Wealth AdvisorsProject Development and FinanceStructured Finance and SecuritizationTax

Professional Career

Significant Accomplishments
U.S. and foreign tax planning for several multi-jurisdiction project finance transactions funded from multiple jurisdiction equity sources. Tax planning for non-US businesses of US companies, offshore funds, domestic and international project finance and lease financings, service contract financings, public offerings and private placements of debt and equity securities, including mortgage servicer advance receivables financings, and a variety of US inbound international business transactions. Practice emphasizes US branch profits taxation, US withholding taxes, Subpart F advice, PFIC analysis and US bilateral tax treaty planning. Practice includes federal tax controversy work, with emphasis on taxpayer defense of highly structured or complex transactions and offshore account disclosure matters, and advising individuals and families regarding U.S. tax residency and/or dual citizenship tax matters.

Professional Associations

Member, Tax Section, American Bar Association
Fellow, American College of Tax Counsel
Trustee, New Covenant Trust Company, a subsidiary of the Presbyterian Church USA Foundation, 2005-2012
Former Trustee, Presbyterian Church USA Foundation, and Presbyterian Investment Loan Program, 1994-2003
Bar Admission
FloridaNew York

Education

LLM Taxation, University of Florida, 1978JD, Washington and Lee University School of Law, 1975BA, Yale University, 1972

Overview
RelSci Relationships

1249

Number of Boards

1

Relationships
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Partner at Hunton Andrews Kurth LLP

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Partner at Hunton Andrews Kurth LLP

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Partner at Hunton Andrews Kurth LLP

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Associate at Hunton Andrews Kurth LLP

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Attorney at Hunton Andrews Kurth LLP

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Partner at Hunton Andrews Kurth LLP

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Associate at Hunton Andrews Kurth LLP

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Counsel at Hunton Andrews Kurth LLP

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Partner at Hunton Andrews Kurth LLP

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Associate at Hunton Andrews Kurth LLP

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B. Cary Tolley III
Partner at Hunton Andrews Kurth LLP
Education
Class of 1978
Class of 1972
Career History
Partner
Current

Andrews Kurth LLP is a Houston, Texas based international law firm founded by Frank Andrews and U.S. Congressman Thomas Henry Ball in 1902 and later joined by Melvin Kurth in 1913. The firm currently has over 400 attorneys in its offices in major energy, financial, and political centers worldwide, including London, Beijing, Dubai, Dallas, New York City, Washington, D.C., and Houston. The firm is currently led by Bob Jewell as Managing Partner and Thomas Perich as Chairman.

Director
Prior

New Covenant Trust Co. offers traditional financial planning and investment management services in a manner consistent with the principles and values of Christian stewardship. They employ a socially responsible investing approach that makes investment decisions consistent with the social-witness principles adopted by the General Assembly of the Presbyterian Church. The New Covenant Funds may also limit investments in companies involved in gambling, alcohol and firearm-related issues. The Funds may opt to sell otherwise profitable investments in companies with practices that conflict with these social-witness principles. New Covenant also takes an active role in promoting other socially responsible practices involving issues such as: a company's actions towards its employees, how it interacts with the communities in which it manufactures and sells its products and its environmental record.New Covenant manages the following funds: the New Covenant Growth Fund, the New Covenant Income Fund, the New Covenant Balanced Growth Fund, the New Covenant Balanced Income Fund and the New Covenant Treasury Obligations Fund.The New Covenant Growth Fund invests primarily in the common stocks and other equity securities of companies of all sizes. The Fund invests in US and foreign companies that are believed to have long-term growth potential. The Fund seeks to provide long-term capital appreciation. Dividend income, if any, will be incidental.The New Covenant Income Fund invests primarily in corporate bonds and government bonds issued or guaranteed by the US government or one of its agencies and in MBS and ABS of varying maturities. The Fund strives to provide income to complement a portfolio of more aggressive investments.The New Covenant Balanced Growth Fund invests in a balanced portfolio of stocks and bonds with an emphasis on growth. The Fund invests approximately 60% of its assets in shares of the New Covenant Growth Fund with the balance of its assets in shares of the New Covenant Income Fund. The Fund seeks to provide capital appreciation with less risk than would be present in a portfolio of only common stocks.The New Covenant Balanced Income Fund seeks to provide current income and long-term growth of capital. It seeks to provide capital appreciation with less risk than would be present in a portfolio of only common stocks. The Fund invests in a balanced portfolio of stocks and bonds with an emphasis on income. Approximately 65% of its assets are invested in the shares of the New Covenant Income Fund with the balance of its assets invested in shares of the New Covenant Growth Fund.The New Covenant Treasury Obligations Fund seeks to provide current income consistent with stability of principal. The Fund invests primarily in a portfolio of short-term US Treasury securities. These investments include purchase agreements collateralized fully by US Treasury securities.

Political Donations
Transactions
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CenterPoint Energy, Inc. issued . USD Common Stock

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Duke Energy Corp. issued USD Common Stock

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Consolidated Edison, Inc. issued USD Common Stock

Other Affiliations

B. Cary Tolley III is affiliated with Hunton Andrews Kurth LLP, New Covenant Trust Co., NA

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