David is a senior manager in KPMG’s Pennsylvania Business Unit, specializing in state and local taxation. David graduated with a degree in Accounting from The Ohio State University and went on to receive his Juris Doctorate from the University of Pittsburgh School of Law.
Professional and Industry Experience
David’s experience includes advising on many aspects of multi-state tax matters, focusing mainly on income and franchise tax issues involved in complex corporate transactions (mergers, acquisitions, spin-offs, restructurings, bankruptcies, etc.). David also assists clients with state and local tax planning and audit defense, helping to defend assessments and secure refunds.
With his experience with international and federal tax, David has recently been involved in helping clients understand the statetax impact of tax reform with analysis on mandatory repatriation, GILTI, FDII, and 163(j). Additionally, David has worked with Fortune 50 clients on state tax planning, analysis of state tax attributes following an ownership change, and various state tax controversy matters. David has assisted clients on numerous mergers, acquisitions, and restructurings by helping them to navigate the complex interplay between international, U.S. federal, and state income taxation. Additionally, his skillset has been put to use in many successful income tax return review projects.
David has experience with clients in a wide variety of industries including industrial manufacturing, chemicals, power and utilities, technology, telecommunications, and retail.
David has spoken at a number of tax conferences and teaches classes at internal KPMG training events.