Dave is a tax partner in Sullivan's Boston office and serves on the firm's management committee. His practice involves both transactional tax planning and representing taxpayers in disputes before the Internal Revenue Service and the Massachusetts Department of Revenue.

Representative Client Work

  • Federal and state tax controversies, including income, sales and use, property and responsible person tax matters
  • Complex business transactions, including taxable and nontaxable acquisitions, corporate and partnership restructurings and forward and reverse like kind exchanges
  • General federal and state tax matters

Bar & Court Admissions

  • Massachusetts
  • U.S. District Court, District of Massachusetts
  • U.S. District Court, District of Connecticut
  • U.S. Tax Court
  • U.S. Court of Appeals for the First Circuit

Education

  • B.A., with Honors, University of Virginia
  • M.A., University of Michigan
  • J.D., cum laude, Harvard Law School
  • LL.M., Taxation, Boston University School of Law

Community Engagement

  • Fellow, American College of Tax Counsel (2017-)
  • American Bar Association, Section of Taxation (1998-present)
  • Boston Bar Association (Education Committee, 2012-2013; Co-Chair, Tax Section, 2010-2012; Co-Chair, State & Local Tax Committee, 2006-2008)
  • Massachusetts Department of Revenue (DOR) Advisory Council (2013-2014)
  • Massachusetts Continuing Legal Education, Inc. (MCLE) (Tax Curriculum Advisory Committee, 2011-present)
  • Associated Industries of Massachusetts (AIM) (Taxation Committee, 2002-present)
  • Greater Boston Chamber of Commerce (Government Affairs Committee, 2012-present; 2011 Boston's Future Leaders Program) 
  • Independent SALT Alliance (President, 2012-present; Board Member, 2010-present)
  • Adjunct faculty member, Boston University School of Law, 2000

Awards & Honors

  • Best Lawyers' Boston Tax Law Lawyer of the Year (2014, 2020)
  • Tax Controversy Leaders' Guide, International Tax Review (2013-2014, 2016-2021)
  • The Legal 500 U.S. (2012, 2015-2017, 2019, 2020)
  • Best Lawyers’ Boston Litigation & Controversy - Tax Lawyer of the Year (2012, 2016, 2018)
  • Best Lawyers in America® (2011-2021)
  • Chambers USA, Ranked in Tax (Massachusetts) (2010-2015)
  • Massachusetts Super Lawyers (2010-2018)
  • "Rising Star," Massachusetts Super Lawyers (2005-2008)

Seminars & Presentations

  • "Massachusetts Tax Expenditure Debate," Suffolk University MST Program (November 20, 2012)
  • Program Moderator, "Appeals - The IRS Perspective," Boston Bar Association Tax Section (May 3, 2012)
  • Program Co-Chair, "Three Minute Case Studies," Boston Bar Association’s State & Local Tax Committee’s annual Massachusetts Tax Update (June 10, 2008)
  • "Advanced Sales and Use Tax in Massachusetts," Lorman Education Services (July 2007)
  • "Special Issues Affecting the Corporate Tax Basis in Massachusetts," Boston Bar Association (June 2007)
  • "Massachusetts Developments and Outlook for 2007," Tax Executives Institute (February 2007) 

Practices

Industries

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