David is one of Boston’s most experienced and respected tax lawyers. For over 30 years, he was a tax partner in a large, multi-city law firm (Mintz Levin) where he advised on mergers and acquisitions, partnership and joint venture structures, private equity investments, finance, executive compensation, and insolvency proceedings.
David is a thought-leader in partnership taxation and teaches the subject at the Boston University School of Law, where he has the title of Adjunct Professor. Coming from a science and mathematics background, he also has deep expertise in financial instruments and leveraged finance transactions. He has published in the Proceedings of the New York University Institute on Federal Taxation, the Federal Tax Institute of New England, and the Boston Bar Journal.
David has mathematics degrees from the University of Michigan (B.S. 1967 with highest honors) and Stanford University (M.S. 1968), a J.D. from Harvard Law School (1971 cum laude), and an LL.M. in Taxation from Boston University (1976). He has been awarded a National Science Foundation Fellowship, a National Defense Education Act Fellowship, and a Woodrow Wilson Fellowship. He is an avid amateur musician, playing woodwinds in a number of Boston-area community and semi-professional orchestras.
Blais, Halpert, Lieberman & Greene LLC is a transactional tax boutique focused on tax-sensitive structuring and implementation of high-value business transactions, including mergers and acquisitions, private equity and venture capital investments, fund formations, and executive compensation arrangements. While much of our work concerns C corporations, we work equally regularly with partnerships, LLCs, S corporations, and other pass-through entities. We often advise on cross-border transactions, including inbound and outbound acquisitions and investments as well as immigration and expatriation issues. We can assist in planning transactions and drafting documents to ensure the fulfillment of the client’s economic objectives most beneficially under tax law.
A cornerstone of our practice is serving as U.S. tax co-counsel to corporate boutiques and small to moderately sized law firms without their own in-house tax staff. We provide assistance as well to immigration, litigation, and non-U.S. law firms. We regard co-counsel as our partners in delivering seamless, practical, efficient, and valuable service to clients. We work regularly with co-counsel located in Boston, New York, Washington, D.C., Columbus, Chicago, Denver, Los Angeles, Canada, the United Kingdom, and other locales where business transactions have a significant U.S. income tax dimension.
We offer a unique value proposition in providing sophisticated transactional tax advice to the middle market, which is underserved by many of the “specialty” law areas. We bring expertise, efficiency, an understanding of how tax advice integrates with non-tax legal and business objectives, and most of all, the ability to communicate tax law to non-tax lawyers and business clients.