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David S De Jong

David S De Jong

Practice areas:

Tax, Business, Estate Planning, Litigation

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About Me

Different needs, different resources, even if it’s the same type of legal matter. It’s the kind of personal and customized approach—one reliant on each client’s unique situation—that defines how David De Jong handles tax matters for the wide variety of clients he serves.


As chair of the firm’s Tax Practice group, David helps businesses and individuals with a broad range of tax planning and controversy matters, estate planning, business transactions and valuations. A CPA with a Master of Laws in Taxation from Georgetown University Law Center, he is accredited in estate planning by the National Association of Estate Planners and Councils and in business valuation by both the American Institute of Certified Public Accountants and the National Association of Certified Valuators and Analysts. With over 35 years of experience, David brings a high level of expertise, sound judgment and personal attention to helping solve his clients’ tax, estate and business matters.


David is a nationally recognized tax authority and speaks to various industry groups throughout the country. Co-author of J.K. Lasser’s book, Year Round Tax Strategies, for 16 years, he has been frequently quoted in a number of publications, including the Wall Street Journal and the New York Times. He has also testified as an expert witness over 45 times in tax, estate and business valuation matters.


Additionally, David is active in many professional groups. Among them are the American Association of Attorney-Certified Public Accountants, where he formerly served as National President and received the Louis S. Goldberg Memorial Award for lifetime service to the organization, and the Bar Association of Montgomery County and Foundation, which recognized him as an Honorary Life Bar Leader for his many years of committed service.


 


Outside of Stein Sperling, David is an adjunct professor of law at Washington & Lee University, team teaching a two-week intensive "practicum" in business transactions. He previously taught a miscellany of tax and business courses for four other universities, including American University and the University of Maryland. He is a past Treasurer and Board Member of the Metropolitan Center for the Visual Arts.  David also captains a competitive trivia team that has won two state championships.

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Practice Areas

Licensed since 1975

  1. Tax: 50%
  2. Estate Planning: 20%
  3. Business: 20%
  4. Litigation: 10%

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Contact Info

Stein Sperling Bennett De Jong Driscoll PC

25 West Middle Lane
Rockville, MD, 20850

Resume

License

StateStatusAcquiredUpdated
DCActive 198005/25/2015
MDActive197507/14/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
Best LawyersBest Lawyers in America2016
Super LawyerMaryland Super Lawyers2015
Best LawyersBest Lawyers2015
Top 100 Attorneys in Washington, D.C.Washington, D.C. Super Lawyers Magazine2015
Super LawyerWashington, D.C. Super Lawyer Magazine2015
Top Attorneys in Tax LawSuper Lawyers Business Editions2015
Top 100 Attorneys in MarylandMaryland Super Lawyers2015
Top 100 Attorneys in MarylandMaryland Super Lawyers magazine2014
Super LawyerWashington DC Super Lawyer2014
Top Attorneys in Tax LawSuper Lawyers Business Edition2014
AV Preeminent peer review ratingMartindale-Hubbell2014
Top 100 Attorneys in Washington, D.CWashington, D.C. Super Lawyers magazine2014
Super LawyerMaryland Super Lawyer2014
AV Preeminent peer review ratingMartindale-Hubbell2013
Maryland Super LawyerMaryland Super Lawyers magazine2013
Power Players FinalistSmartCEO magazine2013
Greater Washington Legal EliteSmart CEO Magazine2013
Top 100 Attorneys in MarylandMaryland Super Lawyer2013
Top Tax LawyersWashingtonian Magazine2013
Bar LeaderMontgomery County, Maryland Bar Foundation2012
Super LawyerMaryland Super Lawyers2012
AV RatedMartindale-Hubbell2012
Greater Washington Legal EliteSmart CEO Magazine2012
Bar LeaderMontgomery County, Maryland Bar Foundation2011
AV RatedMartindale-Hubbell2011
Super LawyerMaryland Super Lawyers2011
Top Tax LawyersWashingtonian magazine2011
Super LawyerWashington DC Super Lawyers2011
Top 100 Attorneys in Washington, D.C.Washington DC Super Lawyers2010
Super LawyerMaryland Super Lawyers2010
Maryland SuperLawyers (Top 50)Super Lawyers2010
AV RatedMartindale-Hubbell2010
Bar LeaderMontgomery County, Maryland Bar Foundation2010
Super LawyerWashington DC Super Lawyers2010
Super LawyerMaryland Super Lawyers2009
AV RatedMartindale-Hubbell2009
Washington DC SuperLawyers (Top 100)Super Lawyers2009
Top Estate PlannersWashingtonian Magazine2009
Bar LeaderMontgomery County, Maryland Bar Foundation2009
Greater Washington Legal EliteSmartCEO magazine2009
Super LawyerWashington DC Super Lawyers2009
Louis S. Goldberg Memorial Award for lifetime serviceAmerican Association of Attorney-Certified Public Accountants2009
Top Attorneys in Tax LawSuper Lawyer, Corporate Counsel Edition2009
40 Top Tax Advisors to Know In a RecessionCPA Magazine2009
Top 50 Attorneys in MarylandMaryland Super Lawyers2009
Greater Washington Legal EliteSmartCEO magazine2008
Super LawyerWashington DC Super Lawyers2008
Bar LeaderMontgomery County, Maryland Bar Foundation2008
President’s Citation for Distinguished ServiceBar Association of Montgomery County2008
Super LawyerMaryland Super Lawyers2008
Top 50 IRS Representation Practitioners in the United StatesCPA Magazine2008
Super LawyerMaryland Super Lawyers2007
Greater Washington Legal EliteSmartCEO magazine2007
State Chapter Presidents’ Leadership AwardNational Association of Certified Valuation Analysts2007
Super LawyerWashington DC Super Lawyers2007
Greater Washington Legal EliteSmartCEO magazine2006
Top 100 Attorneys in the U.S.Worth Magazine2006
Top Estate PlannersWashingtonian magazine1994
ListedBar Register of Preeminent LawyersN/A

Work Experience

TitleCompany NameDuration
PrincipalStein Sperling Bennett De Jong Driscoll PC1980 - Present

Associations

Association NamePosition NameDuration
National Association of Certified Valuation AnalystsEthics Board Member2011 - Present
National Assn of Certified Valuation AnalystsMd-DC Chapter President2007 - 2009
Estate Planning Council of Suburban MarylandPresident2006 - 2007
Estate Planning Council of Suburban MarylandMember2002 - Present
National Assn of Cerified Valuation AnalystsMember1998 - Present
American Association of Attorney-Certified Public AccountantsBoard Member and Past National President1997 - Present
Montgomery County Bar FoundationBoard of Directors1997 - 2009
American Institute of Certified Public Accountants, Tax SectionMember1996 - Present
Montgomery County Bar FoundationTreasurer1996 - 1997
Montgomery County Bar AssociationTreasurer1995 - 1996
Montgomery County Bar Association, Tax SectionChairman1991 - 1992
University of Maryland,Instructor of Introduction to Taxation1986 - 1987
Maryland State Bar Association, Tax SectionMember1985 - Present
Montgomery CollegeInstructor of Introduction to Taxation1983 - 1983
American University Kogod School of BusinessAdjunct Professor1983 - 2002
Greater Washington Institute of Certified Public Accountants, Tax SectionMember1981 - Present
Maryland Association of CPAsMember1981 - Present
District of Columbia Bar, Tax SectionMember1980 - Present
Montgomery County Bar Association, Tax SectionMember1980 - Present
Southeastern UniversityAdjunct Professor1979 - 1985
American Bar Association, Tax SectionMember1975 - Present
National Association of Estate Planners and CouncilsMemberN/A
Maryland Society of AccountantsMemberN/A
Maryland Collaborative Practice CouncilMemberN/A
Collaborative Divorce AssociationMemberN/A
Association of Practicing Certified Public AccountantsMemberN/A
Institute of Business AppraisersMemberN/A

Publications

Publication NameTitleDate
Stein Sperling Client AlertNot really from the IRS: Spotting scammers2015
Stein Sperling Client AlertSCOTUS Comptroller v. Wynne ruling recognizes states do not have a boundless power to tax residents2015
Statement magazine, a publication of the Maryland Association of Certified Public AccountantsThe 'gap trust': Ideal in Maryland for the mid-size estate2011
Maryland Bar JournalCraft v United States-Is Tenancy by the Entirety Antiquated?2006
J.K. Lasser's Year-Round Tax Strategies, Macmillian 1989-2004Co-Author2004
J K Lasser's Monthly Tax LetterThe Best Underutilized Tax Loopholes2003
American Academy of Matrimonial Lawyers Newsletter(co-author) IRS Field Service Advice Slams Tax-Free Interspousal Transfer of Options2000
The Attorney-CPAFederal Tax Update (quarterly column)1998
Washington and Lee Law ReviewNote, The Taxability of Educational Grants1974

Education

School NameMajorDegreeGraduated
Georgetown University Law CenterTaxationLL.M - Master of Laws1979
Washington and Lee University School of LawLawJD - Juris Doctor1975
University of MarylandGvmt & PoliticsBA - Bachelor of Arts1972

Speaking Engagements

Conference NameTitleDate
Maryland State Bar Association, Taxation SectionThe Wynne Case2015
Bar Association of Montgomery County, Maryland, 121st Annual Meeting and Law Day CelebrationWhose Reputation is it, Anyway? ... The Identification and Valuation of Personal Goodwill in Divorce2015
AAA-CPA Regional ConferencePersonal Goodwill in Federal Taxation2015
Maryland Association of CPAs, Montgomery County ChapterFederal Tax Update2014
Maryland Association of CPAsDavid De Jong to speak at MACPA’s 45th Annual Chesapeake Tax Conference2014
Federal News RadioFor Your Benefit to feature David De Jong and Steve Widdes2014
Anatomy of an LLC Operating Agreement and Latest Developments from the IRSAnatomy of an LLC Operating Agreement and Latest Developments from the IRS2014
American Association of Attorney-Certified Public Accountants Fall MeetingNew Planning Opportunities for Attorney-CPAs2014
The American Association of Attorney-Certified Public AccountantsFederal Tax Update2013
SmartCEO magazineDavid De Jong to participate in SmartCEO CPA Roundtable2013
Federal News Radio broadcast,For Your Benefit features David De Jong and Eric Rollinger2013
Collaborative Divorce Association, Inc.Dave De Jong to address “Income in Matrimonial Agreements”2013
Stein SperlingTaking Advantage of Estate Planning and Tax Benefits before Time Runs Out2012
Maryland Association of CPAs (MACPA)The Troubled Taxpayer2012
Maryland Association of CPAsFederal Tax Update2012
Maryland Association of CPAsFederal Tax Update2012
Greater Washington Hispanic Chamber of CommerceBusiness Tax Updates2012
CPE UpdateCorporate and Partnership Taxation Update2012
CPE UpdateHot Topics in Multi-State Taxation2012
CPE UpdateThe 50 Best Tax Planning Strategies & Loopholes2012
CPE UpdateThe Complete Trust Course2012
Bar Association of Montgomery CountyCurrent Tax Developments Affecting Family Law2012
Association of Practicing Certified Public AccountantsFederal Tax Update course2012
AAA-CPA Regional Education ConferenceMultistate contacts2012
The Complete Trust CourseEstate planning2011
Maryland State Bar Association (MSBA)Business Succession Planning2011
Maryland State Bar AssociationThe Divorce Tax Workshop: Understanding & Handling the Tax Issues of Separation & Divorce2011
Maryland Association of CPAs (MACPA) Practitioners ConferenceFederal Tax Updates2011
Maryland Association of CPAs (MACPA) Practitioners ConferenceFederal Tax Updates2011
Maryland Association of CPAs (MACPA) Chesapeake Tax ConferenceBusiness Tax Updates2011
Maryland Association of CPAs (MACPA) Chesapeake Tax ConferenceIndividual Tax Updates2011
Maryland Association of CPAs (MACPA) Advance Personal Financial Planning ConferenceFederal and State Estate Planning Issues2011
Maryland - DC Chapter of the National Association of Attorney-CPAsHow to be an effective expert witness2011
CPE UpdateHow to successfully deal with the IRS2011
CPE UpdateCorporate and Partnership Taxation Update2011
Bar Association of Montgomery CountyWill you be ready when the IRS knocks on your door?2011
American Institute of CPAs’ Small Business Practitioners’ Tax ConferenceChoice of Entity & IRS Audits2011
American Association of Attorney-Certified Public Accountants (AAA-CPA) 48th Annual Meeting & Educational ConferenceFederal Tax Updates2011
Virginia Society of CPAsSale of an Accounting or Other Professional Practice2010
Stein Sperling Bennett De Jong Driscoll PCHealth Care Legislation and Federal Tax Updates2010
Stein Sperling Bennett De Jong Driscoll PCFederal Update Course2010
Stein Sperling Bennett De Jong Driscoll PCTax Provisions of Health Care Reconciliation Act (and Other Federal Tax Developments)2010
Stein Sperling Bennett De Jong Driscoll PCWealth Preservation: Projections for the Economy, Stock Market and Tax Environment2010
PESI Law & Accounting Seminar SeriesMaryland Tax Provisions of the Healthcare Reform Act2010
New York Society of CPAsTax Legislative Update2010
Maryland Association of CPAs 41st Annual Chesapeake Tax ConferenceBusiness and Individual Tax Updates2010
Maryland Association of CPAs - CPE SeminarFederal Tax Update2010
Maryland Association of CPAs - 2010 Practitioners' ConferenceFederal Tax Update/Tax Issues in Bankruptcy2010
CPE Update CourseBuying & Selling A Professional Practice2010
CPE Update CourseThe 40 Best Tax Planning Strategies & Loopholes2010
Bar Association of Montgomery County - CLE ClassroomNot So Simple Issues in Divorce Taxation2010
Bar Association of Montgomery CountyInnocent Spouse Rule2010
AAA-CPA Fall Meeting & Education ConferenceFederal Tax Update2010
11th Annual Ultimate Estate, Retirement & Financial Planning National ConferenceTax Provisions of Health Care Reconciliation Act (And Other Federal Tax Developments)2010