David’s practice involves a hybrid of tax and corporate matters, including transactional tax planning, tax controversy, mergers and acquisitions, and general corporate lifecycle events for individuals, businesses, and non-profits.
David counsels clients on a wide range of federal and state income tax issues including qualified small business stock, like-kind exchanges, foreign financial asset compliance, tax-free reorganizations, mergers and acquisitions, and residency planning.
He represents clients in tax controversies before governmental agencies including the Internal Revenue Service, Franchise Tax Board, California Department of Tax and Fee Administration, Office of Tax Appeals, State Board of Equalization, and the United States Tax Court.
David leverages his diverse tax experience to advise individuals and businesses on corporate lifecycle events such as entity formations, operations, reorganizations, divestitures, and dissolutions.
David has been listed on Super Lawyers Rising Stars list in the area of Tax for 2022 and 2023.
Prior to joining Berliner Cohen LLP, David worked for several years in the Private Client Services group of an international, tax-only accounting firm in San Francisco. His practice focused on matters of tax compliance, controversy, and consulting.