Dawn D. Bonnecaze
Dawn D. Bonnecaze, an attorney and co-founder of Bonnecaze McKernan, has the ability to provide a unique perspective to her clients. With a Masters in Taxation Law, more than 25 years’ experience as a practicing transactional attorney, and more than 20 years as a licensed CPA, Dawn specializes in representing and advising businesses, both small and large, in a variety of corporate, taxation, and transactional matters or disputes. Additionally, Dawn represents and advises individuals and families in estate planning, wills, trusts, successions, and probate matters.
On a personal note, Dawn is a Baton Rouge native and an alumni of St. Joseph’s Academy. She and her husband, Dr. André Bonnecaze, have 3 children, Stewart, Sarah, and Sydney.
- Representation of Health System that owns and operates several Hospitals and Joint Ventures in corporate transactional matters including physician practice acquisitions and other joint venture acquisitions and dispositions; contract review and negotiation of employment agreements, professional services agreements, independent contractor agreements, and ancillary equipment and third party service agreements; real estate leases; and other corporate matters involving formation, dispositions, and reorganizational issues.
- Representation of industrial clients involving general contract review and negotiation of service agreements; drafted Carrier-Broker Transportation Agreements and assisted with sale and transfer of trucking certificate with Louisiana Public Service Commission.
- Representation of clients before the Internal Revenue Service, Louisiana Department of Revenue, Louisiana Board of Tax Appeals and Local Taxing Authorities for tax disputes, audits, and controversies arising out of corporate, partnership, estate, and personal income tax returns as well as transactional tax matters including sales and use taxes, ad valorem taxes, and state tax credit programs.
- Representation of business entities, local taxing authorities, and individuals involving tax disputes, audits, and litigation matters.
- Representation of clients before other state agencies regarding insurance regulatory matters, state incentive tax programs, and nonresident contractor licensing and reporting issues.
- Representation of clients with formation of closely held business; professional entities; corporate restructuring of consolidated groups; reorganizations and conversions involving corporations and limited liability companies, and liquidations.
- Representation of clients in Estate Planning and Probate matters including preparation of Wills, Trusts (Testamentary and Inter Vivos), Living Wills; Healthcare Power of Attorneys; preparation of succession and probate documents and succession accounting; individual estate planning with family limited partnership interests; and assisted with estate and gift tax return examinations with the IRS.
- Representation of clients involving State and Local tax matters, including corporate income and franchise tax matters for domestic and foreign corporations; contractor registration for local and out of state contractors; and partnership registration and compliance issues.
- Representation of clients in the formation of nonprofit charitable organizations and foundations, including the application for tax-exempt status with the Internal Revenue Service.
- Review and advise clients involving nonqualified deferred compensation arrangements for privately held companies, financial institutions, and physician practices.
- In House Counsel for local Insurer and assisted with the conversion of Mutual Insurance Company to Stock Insurance Company with a Mutual Insurance Holding Company Parent and licensing with Departments of Insurance in Louisiana, Mississippi, Texas, and Arkansas.
- Louisiana State University, Bachelor of Science, Major in Accounting (1993)
- Louisiana State University, Paul M. Hebert Law Center, J.D. (1997)
- Boston University, Masters in Law in Taxation Law (1998)
- Certified Public Accountant (2002)
- Baton Rouge Business Report Leadership Academy (2017)
- Louisiana, all state courts
- United States District Court for the Middle District of Louisiana
- United States District Court for the Western District of Louisiana
- United States Fifth Circuit Court of Appeals
- United States Tax Court
- Texas, all state courts
- American Bar Association
- American Health Lawyers Association
- American Institute of Certified Public Accountants
- Baton Rouge Bar Association
- Louisiana Society of Certified Public Accountants
- Louisiana State Bar Association
- State Bar of Texas
- Louisiana Society of CPA’s Baton Rouge Chapter, Annual Tax Day, Corporate Tax Update (2002)
- Louisiana Society of CPA’s Baton Rouge Chapter, Annual Tax Day, Individual Tax Update (2003)
- Team Automotive Group Sportsplex – Board of Directors (Current)
- Boys Hope Girls Hope – Volunteer
- Everybody Reads Program at Eden Park – Volunteer
- Habitat for Humanity of Greater Baton Rouge – Past Member and President, Board of Directors
- Junior League of Baton Rouge
- Kappa Delta Alumnae Association
- St. Aloysius Parish Fair (Chair and Co-Chair – 2009/2010)
- Baton Rouge Business Report’s Top 40 Under 40 (2010)
- Martindale-Hubbell – AV Rated
Contact Dawn Bonnecaze
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