David Coon Email & Phone Number

Houston, Tx, Us

West Des Moines, Ia, Us

Provide guidance for tax reform projects including OECD BEPS Pillar 2, US Corporate Alternative Minimum Tax, and Bermuda Corporate Income Tax. Lead tax related lobbying efforts for Athene and participate in insurance industry groups.

West Des Moines, Iowa, Us

I provide tax advice to a variety of business units, including investments, reinsurance, and products. Additionally, I work with compliance to understand proper filing procedures and positions within the complex subchapter L rules for a publicly traded corporation. I also provide guidance on tax provision and SOX reporting issues where they touch the tax department.

Houston, Texas, Us

Advised clients on a wide variety of matters, including inbound and outbound federal income tax planning, investment structuring, regulatory compliance and maximizing tax efficiency in mergers, acquisitions and other high-value transactions. Guided clients through complex international and cross-border matters, including tax planning, strategic transaction support, audit issues, compliance efforts and various other international corporate law matters. Helped businesses resolve issues and close deals in key jurisdictions around the globe, with an emphasis on Latin America and Europe.

West Des Moines, Ia, Us

West Des Moines, Ia, Us

Tax Director—Analysis, Planning, and International Advise senior management and business teams on international planning, structuring, reinsurance, and compliance issues, as well as advising on investment issues related to investments portfolio. Work closely with legal and business teams on planning issues related to new deals, acquisitions, and restructuring of business lines. Liaise with tax controller on SEC GAAP reporting issues. Advise on international audit and lobbying efforts. Direct report includes senior manager overseeing international returns and compliance efforts with heavy focus on UK tax issues.

Worldwide, Oo

NFTS Strategic Tax Review--client facing manager in a tax planning and consulting groupExplore company tax and financial workpapers, while working closely in conjunction with client's tax and accounting groups to understand potential planning considerations.Manage a small mixed group of attorneys and accountants to implement planning projects, while working with client's team to gather data and ensure timely implementation and audit ready documentation.Participate in firm innovation councils, exploring novel planning considerations in conjunction with Washington National Tax Periods and Methods group and Financial Instruments group, which are then made available firm wide or within specific practice groups such as M&A, International, or National Federal Tax Services (tax consulting services group).Industries of focus: Financial Industries (Banks), Energy (Utilities and Production), and Retail

Managed my own firm, with a focus on tax and business legal issues. Significant work included:* Manage FCPA investigations in relation to Latin American operations in the Telecom and Pharmaceutical industries* Partnership litigation--negotiating partnership termination and dispute settlement.* Tax litigation--negotiated settlement on a variety of issues and provided advice to accountants on complex audit issues*Contract drafting and dispute resolution--drafted contracts for international distribution and foreign sourced production--resolved disputes on the same *Business transfers--acted as counsel on asset and stock sales

TARDI (Tax Analysis and Reporting for Distressed Debt Instruments) group of NFTS (National Federal Tax Services). I provide tax technical support for Cost Basis Reporting, MBS, CMOs, Corporate Bonds, Bank Debt, REITs, REMICs, PABs, and other debt obligations and portfolios. Additionally, I perform tax accounting and support project management for tax portfolios owned by hedge funds, private equity funds, banks, investment banks and we are currently pitching to perform tax accounting for debt instruments for major insurance companies.Among my accomplishments are assistance in the process design for Credit Card Portfolios, and writing training materails for MBS and CMO processing.

Port Moresby, Pg

Worked on structuring and planning memorandums for Private Equity funds making acquisitions internationally and provided research and writing for Multinational structurings. Deals and structurings on which I worked included Brazilian, Russian, and European jurisdictions. Additionally, I assisted on compliance engagements preparing filings related to PFICs and CFCs.

Llm, Taxation

Juris Doctor

Bachelor Of Arts, Latin American Studies