Representative Experience
David represents closely-held businesses and their owners in a variety of corporate and tax-related matters.
A former attorney with the Office of Chief Counsel of the IRS, David also represents clients in complex tax controversies at the administrative level in the United States Tax Court and in other federal and state courts.
Specific Matters
- Tax controversy representation for individuals and businesses: income, estate, sales and franchise taxes
- Formation and advice to charter and private schools
- Representation of McDonald’s franchisees
- Family business disputes and succession planning
- Real property exchange transactions.
Professional Activities
- North Carolina Bar Association
- Estate Planning and Fiduciary Law Section
- NCBA Tax Section, has served as:
- Chairman
- IRS Liaison
- NC Department of Revenue Liaison
- American Bar Association
- Speaker, Continuing Legal Education Seminars
- Community College Instructor
Community Activities
Associated News / Events
