Partner
CurrentDavid acts as a tax advisor to more than 40 colleges and universities and numerous healthcare and other tax exempt organizations. He and the team of managers and staff that work with him complete hundreds of Forms 990 and 990-T each year along with related state income tax filings. He also serves as a tax advisor to partnerships and global manufacturing clients including SEC registrants. David is also familiar with the taxability of fringe benefits and related payroll tax matters frequently offered by exempt organizations. Several areas of practice focus include; ASC 740 tax provision support and review, exempt provider healthcare, alternative investments, unrelated business income, foreign investment reporting and taxation (Forms 926, 5471, 8865, 8621,5713 FINCEN 114), oil and gas partnerships, hedge fund partnerships, net investment income taxation, UNICAP, reportable transaction disclosure, and multi-state income tax compliance. David has also advised clients on unrelated business income tax reviews, joint venture reviews, nexus reviews, tax penalty exposure reviews, overseas operational issues, and federal and state examinations.
