As a core member of the firm’s Business group, David helps clients with federal and state tax planning needs. His corporate tax experience and pass-through talents help corporations, LLCs, real estate investment trusts ("REITs"), and partnerships solve complex tax and corporate law issues.
Before joining Sands Anderson in 2017, David worked for a Big Four accounting firm on REIT, corporation, and partnership tax issues. As such, David is a detailed-oriented team player who can easily work with his client's current accounting team to help realize planning strategies.
His legal experience includes structuring stock and asset transactions, as well as coordinating joint venture investments. Further, David has supported on the securitization and SEC tax filings for a mortgage REIT IPO. Additionally, David has experience with multi-state sales and use taxes and income tax planning. David has handled disputes of federal and state taxes with the IRS and various state tax departments.
David supports the following types of clients:
- LLCs
- Partnerships
- REITs
- S-Corporations
- C-Corporations
- Tax Exempt Entities (Non-Profits)
His services include:
- Entity Formation and Structuring
- Asset Sales and Purchases and Stock Sales and Purchases, including Stock Purchases Treated as Asset Acquisitions under IRC §§ 338 or 336
- Private Letter Ruling Requests
- Like-Kind Exchange (IRC § 1031) and Condemnation (IRC § 1033) Transactions
- Applications for Tax Exemption
- Tax Free Reorganizations
- Historic Tax Credit Issues
- Tax Opinions
- REIT Qualification Testing
- In-Bound and Out-Bound Foreign Investments
- Corporate Organizational Document Review and Drafting
- Sales and Use Tax Planning
When he’s not in the office, David enjoys sailboat racing, playing and watching soccer, running, and spending time with his wife and three young kids.
