Experience

Conner & Winters, LLP

• United States
• Law Practice
• 100 - 200 Employee

• Attorney at Law/Partner

  • Jan 2019 - Present

  David concentrates his practice on representing individuals and privately-held companies in a wide range of matters including general tax planning for corporations, partnerships and individuals; estate planning; local, state and federal taxation; tax structuring of business transactions, tax controversy and litigation, probate administration and guardianship, federal and state civil litigation as well as other areas of general law. David has advised clients regarding corporate and general business matters, including choice of entity, reorganizations, dissolutions, advising clients as to the best structure in which to hold existing assets and the effects of tax planning with limited partnerships, corporations and limited liability companies. David also has extensive experience successfully representing individuals and businesses in audit examinations and tax disputes with the Internal Revenue Service and the Oklahoma Tax Commission as well as before the U.S. Tax Court and federal district courts. David has been lead trial counsel in federal litigation brought in the Western and Eastern Districts of Oklahoma. David has also argued before the Tenth Circuit Court of Civil Appeals and recently obtained a favorable ruling from the Court creating taxpayer due process protections against Internal Revenue Service overreach with respect to third party summonses. David's practice is also dedicated to family wealth and estate planning including the drafting of wills, trusts, advance directives and durable powers of attorney and has included the utilization of a number of sophisticated wealth transfer tax planning strategies, including intentionally defective grantor trusts, irrevocable life insurance trusts and charitable retained annuity trusts. David has also been involved in helping individuals and entities qualify for Oklahoma state tax credits and incentives. Show less



Doerner, Saunders, Daniel & Anderson, LLP

• United States
• Law Practice
• 1 - 100 Employee

• Attorney at Law/Partner

  • Sep 2014 - Jan 2019

  David concentrates his practice on representing individuals and privately-held companies in a wide range of matters including general tax planning for corporations, partnerships and individuals; estate planning; local, state and federal taxation; tax structuring of business transactions, tax controversy and litigation, probate administration and guardianship, federal and state civil litigation as well as other areas of general law. David has advised clients regarding corporate and general business matters, including choice of entity, reorganizations, dissolutions, advising clients as to the best structure in which to hold existing assets and the effects of tax planning with limited partnerships, corporations and limited liability companies. David also has extensive experience successfully representing individuals and businesses in audit examinations and tax disputes with the Internal Revenue Service and the Oklahoma Tax Commission as well as before the U.S. Tax Court and federal district courts. David has been lead trial counsel in federal litigation brought in the Western and Eastern Districts of Oklahoma. David has also argued before the Tenth Circuit Court of Civil Appeals and recently obtained a favorable ruling from the Court creating taxpayer due process protections against Internal Revenue Service overreach with respect to third party summonses. David's practice is also dedicated to family wealth and estate planning including the drafting of wills, trusts, advance directives and durable powers of attorney and has included the utilization of a number of sophisticated wealth transfer tax planning strategies, including intentionally defective grantor trusts, irrevocable life insurance trusts and charitable retained annuity trusts. David has also been involved in helping individuals and entities qualify for Oklahoma state tax credits and incentives. Show less



Rubenstein & Pitts, PLLC

• United States
• Law Practice
• 1 - 100 Employee

• Attorney at Law/Of Counsel

  • Feb 2013 - Aug 2014

  Areas of expertise include general tax planning for corporations, partnerships and individuals; estate planning; local, state and federal taxation; tax structuring of business transactions, tax controversy and litigation, and all areas of federal and state civil litigation, including contract disputes, collection matters, employment law, probate administration and guardianship as well as other areas of general law. Representative cases: Jewell v. United States, No. 12-CV-424-JHP, 2013 WL 870079 (E.D.Okla. 2013); Jewell v. United States, No. 12-CV-1125-C, 2013 WL 752625 (W.D.Okla. 2013); Miller v. Sulphur Manor, Inc., No. 12-CV-119-KEW, 2013 WL 1337014 (E.D.Okla. 2013). Published opinion: Jewell v. United States, 749 F.3d 1295, 2014 WL 1663106 (10th Cir. 2014). Show less



Cazes, Looby, Resides & Jarvis, PLLC

• Attorney at Law/Managing Director

  • Jan 2009 - Feb 2013

  Founding member of firm with primary focus on: (1) federal & state taxation issues; (2) tax controversy & litigation; (3) civil & business litigation; (4) wills & trusts; (5) real estate; (6) business formation; (7) corporate & partnership law; (8) personal injury/medical malpractice; (9) products liability; and (10) family law. Published opinion: Beverly Enterprises-Texas, Inc. v. Devine Convalescent Care Center, Inc., 2012 OK CIV APP 16; 273 P.3d 890. Founding member of firm with primary focus on: (1) federal & state taxation issues; (2) tax controversy & litigation; (3) civil & business litigation; (4) wills & trusts; (5) real estate; (6) business formation; (7) corporate & partnership law; (8) personal injury/medical malpractice; (9) products liability; and (10) family law. Published opinion: Beverly Enterprises-Texas, Inc. v. Devine Convalescent Care Center, Inc., 2012 OK CIV APP 16; 273 P.3d 890.



Looby & Associates, PLLC

• Attorney at Law

  • Aug 2007 - Jan 2009

  Founding member of firm with primary focus on: (1) federal, state and local taxation issues; (2) IRS and state tax controversy and litigation; (3) corporate law; (4) business formation issues; (5) real estate; (6) tax-exempt organizations; (7) advanced estate planning; (8) probate; and (9) business litigation. Successfully reduced $28,648.00 sales tax liability imposed upon client by the Oklahoma Tax Commission to $456.78. Successfully eliminated $246,702.00 employment tax liability imposed upon client by the IRS. Successfully reduced $8,422.00 income tax liability imposed upon client by the IRS to $521.26. Successfully reduced $105,000.00 income tax liability imposed upon client by the IRS to $9,480.00 through Offer in Compromise (Doubt as to Liability). Successfully eliminated $17,000.00 failure to deposit penalties imposed upon client by the IRS. Successfully reduced $22,910.94 income tax liability imposed upon client by the Oklahoma Tax Commission to $1,396.39. Show less



Phillips Murrah

• United States
• Law Practice
• 1 - 100 Employee

• Attorney at Law

  • Sep 2006 - Aug 2007

  Areas of expertise include federal and state taxation, tax controversy and litigation, tax-exempt organizations, limited liability companies, corporations, partnerships and mergers and acquisitions. Settled $14.2 million employment tax liability matter on behalf of client with the IRS through succesful negotation of thirty (30) installment agreements. Successfully eliminated over $40,000 in federal income tax liability erroneously imposed upon a client by the IRS. Drafted operating agreements, corporate resolutions, bylaws, U.S. Tax Court petitions, applications for waiver of interest and penalty, scheduling orders, etc. Formed limited liability companies, charitable organizations, corporations and partnerships. Show less