David’s work includes planning, compliance, transactions, and civil tax controversies.  He is involved in a variety of matters relating to state and federal taxation of corporations, partnerships, individuals, tax exempt entities and industrial development bonds.  He also provides a full range of trust and estate planning services. 

Representative Experience
Developed litigation strategy and participated in the litigation of AT&T v. Collins, in which Fulton County Superior Court and the Georgia Court of Appeals, in a case of first impression, sanctioned the use of the unitary method of apportionment, representing a multimillion dollar state tax savings to AT&T

Successfully negotiated the value of a closely held business with the District Counsel's office of the IRS where the liquidation value of the business was far in excess of the going concern value

Designed a creative compensation package permitting the owner of a successful small business to attract and reward qualified personnel while retaining 100 percent ownership in the business

Represented the purchaser and negotiated all tax aspects in a $20+ million stock acquisition, including treating the transaction as an asset purchase for income tax purposes to maximize the purchaser's tax benefits

Developed tax savings strategies to enable a seller of stock in his closely held company to eliminate approximately $1.5 million of income tax liability

Provide ongoing advice to major private foundations to enable such foundations to maintain compliance with the complex rules and regulations governing these entities