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David H. Kaplan
Associate
David H. Kaplan is an associate in the Tax Department of our Boston office. His 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, Mr. Kaplan concentrated on corporate law, primarily mergers and acquisitions, securities law, and advice to private companies.
Representative Client Work
- 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 totaling approximately $6 billion, 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
- 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
Bar Admissions
Publications
Client Advisories
Professional & Civic Activities
- American Bar Association, Tax Section,
- Boston Bar Association, Tax Section, International Tax Committee
- International Fiscal Association (New England Region)
Education
- J.D., cum laude, University of Michigan Law School, 2003,
- Associate Editor, 2001-2002 and Executive Editor, 2002-2003, Journal of Law Reform
- B.A., cum laude, Claremont McKenna College, 2000
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