David H. Halpert
“We level the playing field when we are working opposite a large law firm with a big roster of tax lawyers. For example, in partnership/LLC/S corporation transactions, subtle choices in structure and application of regulations can have meaningful dollar results, and we can usually improve the outcome by applying our experience and creativity.”
David is among Boston’s most experienced tax lawyers and has led tax planning for hundreds of transactions having values between $10 million and $500 million. For over 35 years, he was a tax partner at Mintz Levin, where he advised on mergers and acquisitions, partnership and joint venture structures, private equity investments, finance, executive compensation, and insolvency proceedings.
David has particular experience with partnerships and for 25 years was Adjunct Professor of Law teaching partnership tax in the Graduate Tax Program (LL.M.) at the Boston University School of Law. 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.
About Blais HALPERT TAX PARTNERS LLP:
Blais Halpert Tax Partners LLP is a transactional tax boutique focused on tax-sensitive structuring and implementation of high-value business transactions, including mergers and acquisitions, growth company startup and financing, private equity and venture capital investments, fund formations, real estate, and executive compensation arrangements. We help structure, negotiate, and draft to ensure the most tax-efficient achievement of our clients’ objectives.
We are fluent in the most important business entities, from C and S corporations to partnerships and LLCs to investment and grantor trusts. Much of our work is international in nature, advising on cross-border acquisitions, sales, and investments.
A cornerstone of our practice is serving as tax co-counsel to corporate lawyers and non-U.S. law firms who need top-tier U.S. tax support for their clients’ business transactions. We regard our co-counsel as our partners in delivering seamless, practical, efficient, and valuable service to clients. Our practice is nationwide and we work regularly wherever one finds fast-growing and middle market companies, including Boston, New York, Miami, Chicago, Austin, Denver/Boulder, and Silicon Valley. In our international practice, our clients are from, or expanding to, diverse locales, including Toronto, London, Moscow, Mumbai, Hong Kong, and Melbourne.
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.