Jon T. Coffin

For businesses, both for-profit and non-profit, and organizations across North Carolina, navigating the intricate landscape of employee benefits, ERISA compliance, and tax-exempt status can be incredibly challenging. These areas demand highly specialized legal knowledge to ensure compliance, optimize benefits, and maintain the vital tax-deferred or tax-exempt status of plans and entities. In Charlotte, NC, Jon T. Coffin stands out as a preeminent attorney dedicated to providing sophisticated yet practical legal solutions in these complex fields.

As a seasoned attorney with Johnston, Allison & Hord, P.A., Jon T. Coffin brings a unique blend of expertise to his clients. He specializes in areas often associated with much larger, national firms, but delivers his services with the hands-on, attentive approach of a regional practice, at regional rates. This means North Carolina businesses and non-profits can access top-tier legal guidance without the exorbitant overhead. His commitment is to apply problem-solving capabilities specifically to clients' goals, whether that involves structuring new plans, ensuring compliance, or navigating intricate tax issues. For local organizations seeking a trusted legal partner to safeguard their employee benefits and tax status, Jon T. Coffin offers invaluable counsel.

Jon T. Coffin practices as a highly respected attorney at Johnston, Allison & Hord, P.A., a well-established law firm centrally located in Charlotte, North Carolina. The firm's easily accessible office is ideal for clients throughout the Charlotte metropolitan area and broader North Carolina region. You can find their office at:

1065 E Morehead St, Charlotte, NC 28204, USA

This prime location on East Morehead Street ensures convenience for all clients, whether they are traveling from within the city or from surrounding communities. The firm's professional environment is designed to be welcoming and efficient, making it straightforward for businesses and organizations to schedule and attend important legal consultations. The accessibility of Jon T. Coffin's office reflects the firm's client-centered philosophy, making it simpler for North Carolina entities to obtain the specialized legal guidance they require.

Jon T. Coffin provides a wide array of specialized legal services primarily focused on employee benefits, ERISA, and non-profit entities. His practice is designed to address the complex needs of both for-profit and non-profit corporations. Here are the core services he offers:

• Employee Benefits & ERISA: Jon T. Coffin offers extensive consulting services related to various employee benefit plans. This includes design, compliance, restatement, and termination of retirement plans (such as 401(k) plans, defined benefit pension plans, ESOPs, and 403(b) plans), nonqualified deferred compensation plans, executive compensation arrangements (like phantom stock plans and 457 plans), and health and welfare plans. He assists with negotiations with the Internal Revenue Service (IRS) and the Department of Labor (DOL) regarding plan compliance, correction, and audits, including voluntary corrections to prevent agency involvement.

• Nonprofit Entities & Tax-Exempt Organizations: He advises nonprofit entities on their compliance and structural issues, helping them maintain their crucial tax-exempt status. This includes assisting with the formation process for charities and religious nonprofits, analyzing appropriate structures (including affiliations with, or investment/ownership of, for-profit entities), and addressing tax issues arising from unrelated business income tax (UBIT).

• Taxation: Jon provides comprehensive tax advice related to for-profit and exempt organizations, ensuring clients understand and comply with complex tax laws, and helping to structure transactions in a tax-efficient manner.

• Business Succession Planning: For businesses looking to ensure continuity and a smooth transition, Jon assists in planning, negotiating, and documenting mergers and acquisitions, and developing strategies for succession that align with organizational goals.

• Business Transactions: He counsels clients in various areas of general corporate, partnership, and limited liability company formation, as well as transactional matters.

• Professional Services: Jon provides legal support to professional service firms, helping them navigate industry-specific regulations and business challenges.

• Private Equity: He offers counsel to private equity firms on relevant legal and transactional aspects, ensuring compliance and strategic execution.

• Employment and Severance Agreements: Jon negotiates and designs effective agreements covering employment, severance, and non-competes, protecting both employer and employee interests.

Jon T. Coffin's practice is distinguished by several key features that make him an invaluable asset to businesses and organizations in North Carolina:

• Deep Specialization: Jon possesses a rare and sophisticated specialization in ERISA, employee benefits, and nonprofit law. This focused expertise, often found only at national firms, means clients receive highly knowledgeable and precise legal guidance for their complex needs.

• Problem-Solving Approach: He is known for his hands-on, problem-solving capabilities, applying his extensive knowledge very specifically to clients' unique goals and wishes. This tailored approach ensures practical and effective solutions.

• Cost-Effective Solutions: Despite offering sophisticated legal services comparable to larger firms, Jon T. Coffin charges regional rates. This provides significant value to clients, allowing them to invest more in their employees and organizations while still receiving top-tier legal support.

• Comprehensive Plan Expertise: Jon understands the intricate "ins and outs" of a wide variety of plan structures and types. This includes all forms of retirement plans (401(k), defined benefit, ESOPs, 403(b)), executive compensation plans (deferred compensation, phantom stock, 457), and health and welfare plans.

• Compliance and Correction Focus: A critical highlight of his practice is his ability to assist clients with plan compliance and correction. He frequently receives referrals from accountants, advisors, and other benefit plan service providers to handle voluntary corrections, enabling clients to address issues proactively before the IRS or Department of Labor become involved.

• Industry Versatility: Jon has significant experience advising clients across diverse industries, including automotive, distribution, energy, financial services, local government, healthcare, manufacturing, real estate, hospitality & construction, retail, sports & entertainment, and technology. This breadth of experience allows him to understand industry-specific challenges.

• Recognition and Reputation: Jon has been recognized by Best Lawyers® in America for Nonprofit/Charities Law, reflecting his standing among peers in the legal community and the quality of his work.

While specific "promotions" such as discounted rates or free initial consultations are not explicitly advertised, the value proposition of Jon T. Coffin's practice lies in its unique combination of sophisticated legal expertise and regionally competitive rates. Clients of Johnston, Allison & Hord, P.A. benefit from receiving the high-level counsel typically found at larger, more expensive national firms, but at a price point that is more aligned with local market expectations. This commitment to delivering premium services efficiently is a significant benefit for North Carolina businesses and non-profits seeking to manage their legal expenses without compromising on quality.

For potential clients, it is always advisable to contact the firm directly to discuss your specific needs and inquire about the process for initial engagement. Firms like Johnston, Allison & Hord often structure initial discussions to understand the scope of work and provide a preliminary overview of how they can assist, ensuring transparency regarding their fee structure.

If your organization in North Carolina requires expert legal guidance on employee benefits, ERISA compliance, nonprofit law, or related business matters, you can connect with Jon T. Coffin at Johnston, Allison & Hord, P.A. using the following contact details:

• Address: 1065 E Morehead St, Charlotte, NC 28204, USA

• Phone: (704) 332-1181

Reaching out is the first step toward securing knowledgeable and strategic legal support for your organization's complex benefit and tax-exempt needs. The firm’s professional team is prepared to assist you in scheduling a consultation with Jon T. Coffin.

For businesses and non-profit organizations across North Carolina, particularly those in the Charlotte area, Jon T. Coffin offers a compelling and highly suitable legal partnership. His practice fills a critical niche by providing sophisticated ERISA, employee benefits, and nonprofit legal services that are typically only available at national firms with prohibitive cost structures. Jon’s commitment to delivering these high-level services at regional rates means that local entities can access top-tier expertise without overstretching their budgets, allowing them to reinvest more in their core missions and their employees.

His deep knowledge of plan structures, meticulous approach to compliance, and proactive assistance with voluntary corrections are invaluable for maintaining regulatory integrity and preventing costly issues. Furthermore, his hands-on, problem-solving methodology ensures that legal strategies are not generic but precisely tailored to the specific goals and challenges of each client. For North Carolina organizations seeking an attorney who combines the breadth of a national firm with the personalized attention and cost-effectiveness of a local expert, Jon T. Coffin is an ideal and highly recommended choice, ensuring that your employee benefits and nonprofit endeavors are managed with the utmost care and legal acumen.