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Overview

"I am honored to have long and trusting relationships with his clients that continue to build and expand with the development of their businesses over time."

Dave’s practice focuses on taxation and business planning, tax credit transactions, trusts and estates, and mergers and acquisitions. He represents clients ranging from professional dental, medical and services practices to multiple real estate development, investment and construction-related businesses, including a variety of closely-held growth and middle market companies .

Specific areas of Dave’s practice include real estate tax and credit transactions (including a specialty in structuring historic, new-markets, conservation, qualified opportunity zone, and  low-income housing credit partnerships and transactions), dental and professional practice structuring, acquisition and transitions, mergers and acquisitions, business succession and planning including executive compensation planning, and trust and estate planning.  

An active thought leader, Dave frequently writes and addresses audiences on areas related to his practice, including: New Market and historic tax credits; enterprise zone grant benefits; conservation easements, deductions and credits; tax credits, grants and other incentives for real estate development; tax advantages and considerations using LLCs; 409A changes to nonqualified deferred compensation plans; charitable deductions in connection with volunteer activities; 1031 exchanges, reverse exchanges, TIC exchanges and exchanges involving related parties; choice of entity for dental practices; family and business planning issues, succession and preservation issues for Virginia landowners; state and local tax issues; advanced sales and use taxes; and multistate taxation.

Recognition

Named to "Legal Elite," (Taxes/Estates/Trusts/Elder Law), Virginia Business, 2007-2008, 2010-2011, 2013-2014, 2016-2018

Selected for inclusion as a “Super Lawyer,” Tax, Virginia Super Lawyers, Thomson Reuters, 2012-2014

  • Virginia Legal Elite

Experience

Experience

Examples of matters recently handled by Dave include:

Assistance to clients to secure historic and low-income housing tax credits and preparation of partnership documents for syndication of such credits to third parties, including representation of developer/sponsor and credit investor parties in transactions.

Preparation of formation documents for qualified opportunity zone funds for capitalization of funds and structuring business investments in designated opportunity zones

Since 2001, representation of clients in the negotiation and preparation of numerous separate conservation easements and restricted deeds qualifying for charitable deduction and tax credits, including preparation and documentation for the transfer of such credits.

Negotiation, preparation and closing on sales and acquisitions of various technology, service, real estate development and construction, and manufacturing businesses.

Counseling and preparation of estate and succession plans for closely-held businesses and family assets.

Assistance with numerous capitalization and financing arrangements for various business clients.

Negotiation, preparation and closing on sales and acquisitions of numerous dental and professional practices.

Prepared and reviewed numerous nonqualified deferred compensation arrangements including focusing on compliance of arrangements with requirements of Section 409A and other provisions of the Internal Revenue Code.

Perspectives

Blog Posts

Community

Community

Professional Affiliations

Virginia Bar Association, Business Law, Taxation and Trusts and Estates Sections; Tax Section Committee Member

Virginia State Bar, Taxation Section, Board of Governors, Chair 2008-2016; Business Law, Taxation and Trusts and Estates Sections

Tennessee Bar Association, Taxation Section

American Bar Association, Taxation and Entertainment Sections

Richmond Bar Association

Greater Richmond Intellectual Property Association

Business and Civic Organizations

Special Olympics Summer Games and Golf Classic (Committee Member)

Conner's Heroes Foundation (Board of Directors)

University of Virginia Alumni Association, Richmond Chapter, Board of Directors

University of Virginia Virginia's Athletics Foundation, Richmond Chapter Former Board Member

Washington & Lee Alumni Association, Richmond Chapter, Former Director, President, Vice President, Secretary and Treasurer

Richmond Kiwanis Club, Kanawha Chapter, Former President and Board Member

  • Law clerk for the Hon. William C. Koch, Jr. of the Court of Appeals for the State of Tennessee

New York University, LL.M.

Washington and Lee University, J.D., cum laude

University of Virginia, B.A.

  • Tennessee
  • Virginia
  • U.S. District Court
  • Middle District of Tennessee
  • U.S. Tax Court
  • U.S. Supreme Court
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