David has over 15 years of experience providing tax consulting, compliance and structuring service to clients primarily in the private equity and real estate industries. David’s clients include private equity organizations ranging from new companies in the process of establishing their portfolios to multinational firms with significant assets throughout the world. David advises his clients on fund formations, exit, and asset acquisition and divestiture during the investment cycle. David regularly consults with clients to assist with business and tax provisions of partnership/operating agreements, inbound and outbound tax considerations for various classes of investors, distressed debt matters, state / local tax issues faced by partnerships, like-kind exchanges, passive activities, net investment income tax and other complex transactions faced by private equity firms and real estate investors.
David began his career at KPMG and served in its national tax office, KPMG Washington National Tax (WNT). At WNT, David was a member of the pass-through entity group focusing on the income tax issues related to partnerships and real estate. David regularly lectures at the USC Gould School of Law Tax Institute, recently presenting real-estate related topics such as distressed debt considerations for borrowers and lenders, Section 469 passive activities and the Section 1411 Net Investment Income Tax. David holds a bachelor’s and master’s degree in accounting with an emphasis in tax from Brigham Young University.
Professional and Community Involvement
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
National Association of Real Estate Investment Trusts
Center for Real Estate Advisory Board, The Paul Merage School of Business, University of California, Irvine