Contact Us
David H Kaplan
Attorney
David H. Kaplan, Attorney at Law
Minneapolis, Minnesota, USA
Law Firm - Local
Professional Summary
I provide special tax counsel to law firms, accountants, and businesses from my Minneapolis office. Formerly a partner with Sullivan & Worcester LLP, I have a strong ties to the firm and maintain an of counsel relationship with them. My practice focuses on structuring mergers and acquisitions; structuring real estate transactions, including real estate investment trust (REIT) transactions; international tax planning for multinational clients; and other tax planning for business entities. Prior to joining Sullivan & Worcester, I concentrated on corporate law, primarily mergers and acquisitions, securities law and advice to private companies.
Experience
David H. Kaplan, Attorney at Law
Minneapolis, Minnesota, USA 55402
Minneapolis, Minnesota, USA 55402
Attorney
Law Firm - Local
2014 - Present
I provide special tax counsel to law firms, accountants, and businesses.
Sullivan & Worcester LLP
Boston, Massachusetts, USA 02109
Boston, Massachusetts, USA 02109
Of Counsel
Law Firm - National
2005 - Present
Representative Experience:
Provided tax structure and advice for public and private mergers and acquisitions.
Reorganized public companies’ foreign subsidiaries for tax efficiencies.
Provided tax representation to public companies, including REITs, in public and private debt and equity offerings, including convertible debt, convertible preferred equity, Euro- and Canadian Dollar-denominated notes and a controlled equity offering.
Represented an Israeli company in settling a potential $15 million withholding tax liability (including interest and penalties) with the IRS for $1.25 million.
Represented a public REIT in a $1.9 billion acquisition and subsequent public spin-off of a $200 million operating company.
Represented multi-national public corporations in thier processes to convert to a REIT.
Provided U.S. tax planning for the formation and private offering (in Ireland) of a REIT.
Provided tax planning for investments in U.S. real estate by Irish family partnerships.
Represented various companies in obtaining relief from the IRS for failure to make proper or timely tax filings, elections and certifications.
Provided tax structure and advice for public and private mergers and acquisitions.
Reorganized public companies’ foreign subsidiaries for tax efficiencies.
Provided tax representation to public companies, including REITs, in public and private debt and equity offerings, including convertible debt, convertible preferred equity, Euro- and Canadian Dollar-denominated notes and a controlled equity offering.
Represented an Israeli company in settling a potential $15 million withholding tax liability (including interest and penalties) with the IRS for $1.25 million.
Represented a public REIT in a $1.9 billion acquisition and subsequent public spin-off of a $200 million operating company.
Represented multi-national public corporations in thier processes to convert to a REIT.
Provided U.S. tax planning for the formation and private offering (in Ireland) of a REIT.
Provided tax planning for investments in U.S. real estate by Irish family partnerships.
Represented various companies in obtaining relief from the IRS for failure to make proper or timely tax filings, elections and certifications.
Education
JD2003
University of Michigan Law School
Ann Arbor, Michigan, United States
Cum Laude.
Associate Editor, 2001-2002 and Executive Editor, 2002-2003, Journal of Law Reform.
Associate Editor, 2001-2002 and Executive Editor, 2002-2003, Journal of Law Reform.
BA, Politics, Philosophy & Economics (PPE) 2000
Claremont McKenna College
Claremont, California, United States
Cum Laude.
Bar Admissions
Massachusetts
Active
2003
Minnesota
Active
2013
Associations and Societies
- International Fiscal Association
- American Bar Association - Section of Taxation
- Boston Bar Association