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 (HNWI) 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)
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Client AlertApril 10, 2020
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Client AlertApril 10, 2020
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Client AlertApril 6, 2020
- "Massachusetts Increases Business Taxes, Empowers Commissioner to Deny Tax Benefits" (with Jonathan B. Dubitzky, William F. Halmkin and David J. Nagle), 27 State Tax Notes 1007 (March 17, 2003)