David has experience in the areas of individual income and gift taxation, taxation of debt and other financial instruments, taxation of partnerships and issues of Massachusetts taxation.

Representative Client Work

  • Assisted dairy processing company in structuring and closing its joint venture with a farmers’ cooperative
  • Resolved a dispute between partners in a large hotel in Orlando, Florida, regarding the income tax consequences of contributions of property to a partnership
  • Prepare disclosure of material income tax considerations for various public and private offerings of securities
  • Advise on proper Federal and Massachusetts income tax reporting for high net worth individuals and large trusts
  • Assist S corporations in structuring tax efficient dispositions of assets
  • Evaluate for individual shareholders and corporations the potential or actual status of a foreign corporation as a passive foreign investment company
  • Advise on various payroll and worker classification issues

Bar & Court Admissions

  • Massachusetts

Education

  • LL.M., Boston University School of Law
  • J.D., Boston University School of Law
  • B.A., Harvard University

Community Engagement

  • Boston Bar Association

Awards & Honors

  • Legal 500 U.S. (2013)

Practices

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