Overview

Dave is the Managing Member of McDonald Hopkins' Cleveland office, chair of the Tax and Benefits Practice Group, chair of the Multistate Tax Practice Group, chair of the Capital Markets Practice Group within the firm’s Business Department, and serves on the firm's Board of Directors. As chair of the Capital Markets Practice Group, Dave spends a considerable amount of time counseling early and growth-stage companies, capital providers and entrepreneurs in a vast array of legal areas.

Dave also provides independent advice to tax directors with respect to tax minimization strategies proposed by others or developed in-house. He has advised two publicly traded real estate investment trusts (“REITs”) on an ongoing basis with respect to various issues, including going public, secondary offerings of debt and equity, tax compliance and private letter ruling requests, UPREIT structures, DownREIT transactions, and structuring and negotiating joint ventures and limited liability company agreements with developers, and other non-REITs.

Dave’s tax practice also has included a significant amount of controversy work at both the federal and state levels involving domestic tax issues. He has represented clients under audit, at IRS Appeals, before the Ohio Department of Taxation and the Ohio Board of Tax Appeals. Because of Dave's extensive tax background, he provides a unique perspective to his clients seeking business counseling and advice.

Dave earned a J.D., with honors, from The Ohio State University Moritz College of Law in 1993. He received a B.A., summa cum laude, with Distinction in Political Science and Honors in the Liberal Arts, from The Ohio State University in 1989.

Honors & Recognition

Selected for inclusion in Ohio Rising Stars (2005)

Named one of the Best Lawyers in America (2014-2024)

Credentials

Education

The Ohio State University

The Ohio State University Moritz College of Law

Admissions – State

  • Ohio

Professional & Civic

Professional Activities

American Bar Association

Ohio State Bar Association- Member: Taxation Committee and Real Estate, Member: Taxation Subcommittee 

National Association of Real Estate Investment Trusts

Cleveland Tax Club, President (2006-2007)

International Council of Shopping Centers

Community Involvement

BVU | The Center for Nonprofit Excellence, Board

City Club of Cleveland, Board 

Prayers From Maria, Board 

City Year, Cleveland Board

Cub Scouts, Pack 3265 Aurora, Ohio, Cubmaster (2003-2006)

Boy Scouts of America, Troop 265, Assistant Scoutmaster (2006-2008)

News & Insights

External News & Publications

"IRS Rolls Out Worker Classification Program" RBMA Monthly Legal Update Digest October 2011

Events

Speaking Engagements

"Getting Your Medtech Company Ready for to take Investor Money," Project Medtech's Startup Symposium, March 10, 2022

"Explosion of Shale Gas Drilling in Ohio...Mineral Rights: Sell or Lease?," 2015 Ohio Tax Conference, January 27, 2015

"Advanced: Nexus…Are Bellas Hess and Quill Still the Law? Is Amazon the New Test?," 2014 Ohio Tax Conference, January 29, 2014

"Sellers Beware: Tough Times Require Tough Measures," presented to Palm Beach County, Florida Small Business Division, August 13th, 2008

“The Third Frontier: What Ohio Businesses Need to Know,” May 5, 2006

Technical Tax Update: Cohen & Company, October 26, 2005

“Like-Kind Exchanges – Uses and Benefits Associated with Wealth Creation,” West Palm Beach, Florida, October 18, 2005

"Protecting Your Assets. Choice of Entity and Structuring Alternatives,” The Rotary Club of Hudson, December 29, 2004

“New Opportunities in Tax Deferred Exchanges,” presented as part of the Real Estate Executives Forum, January 25, 2001

"Like-Kind Exchanges: An Old Idea Ready for New Exploration,” presented by the Ohio State Bar Association – Federal Tax Committee, May 11, 2001

“Family Limited Partnerships and Family Limited Liability Companies: Tax and Legal Issues From Birth to Death,” presented by the Ohio State Bar Association – Federal Tax Committee, May 16, 2002

"Protecting the Builder’s ‘Assets: Choice of Entity and Structuring Considerations,” presented to the Home Builders Association as part of the Mold Seminar, July 19, 2002

Global Healthcare Inventory Conference Cleveland, Ohio- Panel Moderator, June 20th, 2007

"The Third Frontier: What Ohio Businesses Need to Know," Presentation with the Ohio Department of Development and Baldwin Wallace College, May 5th, 2006

"Protecting Your 'Ass'-ets: Choice of Entity and Structuring Considerations," presented to the Rotary Club of Hudson, Ohio, December 29th, 2004

"Sellers Beware: Tough Times Require Tough Measures," presented to Palm Beach County, Florida Small Business Division, August 13th, 2008

"Like-Kind Exchanges: Uses and Benefits Associated with Wealth Creation," October 18th, 2005

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