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David H. Kaplan

David H. Kaplan

Practice areas:

Tax

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About Me

I provide special tax counsel to law firms, accountants, and businesses from my Minneapolis office on business tax matters. 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.

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Practice Areas

Licensed since 2003

  1. Tax: 100%

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Contact Info

5500 Wells Fargo Center
90 South Seventh St
Minneapolis, MN, 55402

Resume

License
StateStatusAcquiredUpdated
MNAuthorized to practice201306/29/2015
MAActive200304/17/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Rising StarMassachusetts Super Lawyers2014
Legal 500Legal 5002014
Legal 500 U.S.Legal 5002013
Rising StarMassachusetts Super Lawyers2013
Rising StarMassachusetts Super Lawyers2012
Rising StarMassachusetts Super Lawyers2011
Rising StarMassachusetts Super Lawyers2010
Rising StarMassachusetts Super Lawyers2009

Work Experience
TitleCompany NameDuration
Of CounselSullivan & Worcester LLP2014 - Present
AttorneyDavid H. Kaplan, Attorney at Law2014 - Present
PartnerSullivan & Worcester2012 - 2013
AssociateSullivan & Worcester2005 - 2011
AssociateDay Berry & Howard2003 - 2005

Associations
Association NamePosition NameDuration
International Fiscal AssociationN/A2005 - Present
American Bar AssociationN/A2004 - Present

Publications
Publication NameTitleDate
Tax Notes InternationalNothing for Something: Avoiding U.S. Withholding Obligations on Phantom Interest2011
Tax Notes InternationalThe Exceptional Importance of Getting U.S. International Tax Compliance Right2011
Journal of International TaxationSecuring that Slippery Worthless Stock Deduction2010
ACC Israel NewsletterStructuring Israeli/U.S. Intercompany Relationships to Minimize (Eliminate) U.S. Taxes2008
Tax Notes InternationalInversions 'Lite': Finding 'Substantial Business Activity' Under the New U.S. Regs2006

Education
School NameMajorDegreeGraduated
University of Michigan Law SchoolLawJD - Juris Doctor2003
Claremont McKenna CollegePolitics, Philosophy, and EconomicsBA - Bachelor of Arts2000

Speaking Engagements
Conference NameTitleDate
5th Annual Worldwide Tax UpdateUnited States International Tax Law Developments2013
66th Congress of the International Fiscal AssociationAttribution of Profits to a Dependent Agent Permanent Establishment2012
5th Annual Worldwide Tax UpdateUnited States International Tax Law Developments2012
Dinner Meeting ProgramM&A Part 1: Deal Structure and Due Diligence2011
ATLAS Information Group, Introduction to U.S. International TaxChoice of Entities and Use of Treaties to Minimize Foreign Tax2009
ATLAS Information Group, Intermediate U.S. International Tax UpdateDoing Business Overseas: Choice of Entities & Overlay of Treaties2009
ATLAS Information Group, Intermediate U.S. International Tax UpdateForeign Base Company Income – Section 9542009
Council for International Tax Education, U.S. International Tax Reporting & ComplianceCouncil for International Tax Education, U.S. International Tax Reporting & Compliance2008
Tax Executives Institute, Federal Tax UpdateInternational Update2006