Sullivan & Worcester LLP

Tax

Dave is a managing partner of Sullivan. His practice involves both transactional tax planning and representing taxpayers in disputes before the Internal Revenue Service and the Massachusetts Department of Revenue.

Representative Matters:

Federal and state tax controversies, including income, sales and use, property and responsible person tax matters Complex business transactions, including taxable and nontaxable acquisitions, corporate and partnership restructurings and forward and reverse like kind exchanges General federal and state tax matters

Bar & Court Admissions Massachusetts U.S. District Court, District of Massachusetts U.S. District Court, District of Connecticut U.S. Tax Court U.S. Court of Appeals for the First Circuit

Fellow, American College of Tax Counsel (2017-) American Bar Association, Section of Taxation (1998-present) Boston Bar Association (BBA Council, 2023; Education Committee, 2012-2013; Co-Chair, Tax Section, 2010-2012; Co-Chair, State & Local Tax Committee, 2006-2008) Massachusetts Department of Revenue (DOR) Advisory Council (2013-2014) Massachusetts Continuing Legal Education, Inc. (MCLE) (Tax Curriculum Advisory Committee, 2011-present) Associated Industries of Massachusetts (AIM) (Taxation Committee, 2002-present)

University of Virginia (B.A., with honors) University of Michigan (M.A.) Harvard Law School (J.D., cum laude) Boston University School of Law (LL.M.) Taxation