David Bruce Newman

Tax Attorney

David B Newman LLC
Charlotte, North Carolina, USA

Tax Advisory firm

Professional Summary

Expertise in corporate income taxation; partnerships and pass-through vehicles; individual income taxation; LLCs, joint venture structures; real estate taxation; SubChapter S corporations; restructuring of troubled businesses; tax controversy work; acquisitions; dispositions; mergers; liquidations; international taxation ( more than 40 foreign jurisdictions); outbound and inbound transactions; capital market transactions - both debt and equity, treaty issues; REMICs, REITs, financial instruments, affiliated corporations, private equity funds and investment companies.

1) Retained by major private equity fund to examine tax aspects of transactions they completed.
2) Lead tax attorney for Bank of America in terms of working on their troubled asset portfolio during recent recession
3) Lead tax attorney and one of bankers in structured finance group to work on acquisitions and dispositions of companies for Fortune 200 companies.
4) Placed in head office of IRS and reported directly to Associate Chief Counsel International.
5) Worked in structured finance on large partnership tax matters ranging from $500,000 - $5,000,000,000.
6) Worked on raising debt and equity for financial corporations - $500,000-$2,000,000,000.
7) Author of several tax books and articles on distressed assets, inbound and outbound transactions, fiduciary taxation.
Cornell Law School; Master's in Tax NYU Law School; Harvard Business School; guest lecturer in taxation Harvard Law School
Currently Available

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Industry Experience

    • Tax Advisor
    • law firm
    • banking
    • banking
    • law


December 6


David B Newman LLC
Charlotte, North Carolina, USA 28226
Tax Attorney
Tax Advisory firm
2010 - Present
I am a tax advisor and work on corporate income taxation; partnership taxation; individual taxation, partnerships, fiducairy income taxation, tax controversy work and tax litigation
Waller Lansden Dortch & Davis
Nashville, Tennessee, USA
International Tax Counsel
most prestigious law firm in Tennessee
2011 - 2013
Acted as international tax counsel for law firm. I also maintained my tax practice during the time that I worked for Waller Lansden.
Internal Revenue Service
Washington DC, District of Columbia, USA
Tax Attorney
Internal Revenue Service
2009 - 2011
Placed in head office and reported directly to Associate Chief Counsel International

Worked on various cases, including the tax credit cases, proposed legislation; worked with senior members of the Treasury Department; interfaced with other groups in IRS in Washington, DC (corporate tax, partnerships, financial products); worked on treaty matters; worked with litigators at Department of Justice; worked with capital markets group; worked on foreign assets held by US persons
Bank of America
Charlotte , USA
Managing Director
1999 - 2009
Managing Director in Structured Finance
Worked closely with Capital Markets and Investment Banking on acquisitions and dispositions for bank and clients of bank; raised billions of dollars for bank on tax structured transactions that were classified as debt for US tax purposes and equity for foreign purposes; lead tax attorney for bank working on bank's troubled asset portfolio.
Bankers Trust Company
New York, USA
Managing Director
1976 - 1999
Managing Director in Tax Department. Senior tax attorneys were assigned to Capital Markets and Investment Banking to work on structuring transactions that had a tax and business component. Worked on acquisitions and dispositions for bank's clients and for the bank. Transactions related to corporate income taxation, partnership taxation; REMICs, private equity funds, investment companies. Worked on derivatives and capital market transactions Worked on raising low cost debt for bank - transactions ranged in size from $500,000 - $2,000,000,000.
Proskauer Rose
New York, New York, USA
Law Firm - International
1970 - 1997
Worked as an associate in tax and trusts and estates


BSBA, Accounting, Finance 1962
New York University
New York, New York, United States
Honors in accounting and finance
JD, law 1965
Cornell Law School
Ithaca, New York, United States
LLM, Tax 1970
New York University Law School
New York, New York, United States

Bar Admissions

New York

Associations and Societies

  • New York State Bar Association
  • International Fiscal Association

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