David A. Gilbert

David Gilbert represents domestic and international clients in federal, state, and local tax matters. He advises public and private corporations, partnerships, funds, tax-exempt organizations, and individuals on various tax matters, including those arising in:

• taxable and tax-free mergers and acquisitions
• divestitures, restructurings, spin-offs, redemptions, and liquidations 
• inbound and outbound investments
• formation, operation, and acquisition of limited liability companies, partnerships, and Subchapter S corporations
• real estate transactions
• financings

David also has experience advising private equity and hedge fund sponsors on the tax aspects of fund formation as well as representing institutional investors in connection with joint ventures and other investments.

David has represented taxpayers in tax controversies, including civil audits, appeals, and collection matters. 

His practice also includes advising tax-exempt organizations in joint ventures with for-profit businesses and assisting nonprofit corporations with obtaining and maintaining tax-exempt status.

David has experience advising clients on limited liability company operating agreements, equity incentive agreements, and similar equity-related documents.

During law school, David served as Senior Editor of the Alabama Law Review and received the Alabama Federal Tax Clinic Forrest D. Herrington Scholarship based on excellent academic achievement.

David is also a certified public accountant in New York (inactive).

2026, Ones to Watch, Tax Law, listed in Best Lawyers in America©