Law Firm of David M. Kohen

For residents and businesses in Newton, Massachusetts, and across the wider region, the Law Firm of David M. Kohen stands out as a specialized legal practice operating within the "Lawyers Near Me" category. Situated at 716 Beacon St #590693, Newton, MA 02459, USA, the firm is particularly distinguished by its in-depth expertise in complex areas of tax law, estate planning, and real estate, including tax credits and syndications.

The Law Firm of David M. Kohen is located in Newton Center, a well-established and accessible area in Newton, MA. While the address indicates an office suite, the firm's approach, as suggested by client testimonials, emphasizes direct and personalized communication. The phone numbers (617) 398-0570 and +1 617-398-0570 serve as direct lines for potential and existing clients to reach out, indicating a commitment to accessibility and responsiveness. For a firm specializing in nuanced areas like tax and complex real estate, the emphasis on direct contact is crucial for facilitating detailed discussions and understanding client needs. David M. Kohen also leverages modern communication tools, offering initial consultations via video conference services like Zoom, Microsoft Teams, and Google Meet, which enhances accessibility for clients who may find it challenging to visit the office in person.

The Law Firm of David M. Kohen offers a highly specialized range of legal services, primarily focusing on:

• Taxation: This is a cornerstone of the firm's practice. David M. Kohen provides comprehensive tax planning and compliance services for individuals, businesses, and non-profit organizations. This includes advising on capital gains planning, asset protection trusts, and addressing complex issues like Qualified Business Income (Pass-Through) Deduction Planning. The firm also handles IRS and Massachusetts Department of Revenue (DOR) audits and appeals, and can represent clients in U.S. Tax Court. His expertise extends to tax treaty analysis for ex-pats and international families, and issues related to Unrelated Business Taxable Income (UBTI) for tax-exempt organizations.

• Estate Planning: The firm assists clients in developing robust estate plans designed to protect assets and ensure their orderly transfer. This includes drafting wills, creating credit shelter trusts, inter vivos revocable trusts, and irrevocable life insurance trusts with "Crummey" provisions. They also advise on the formation of family limited partnerships, all aimed at minimizing tax liabilities and fulfilling clients' wishes for their legacies.

• Real Estate Tax Credits and Syndication: A unique and significant area of expertise for David M. Kohen is his extensive experience in real estate, particularly in the structuring, negotiation, and placement of equity for real estate tax credits. This includes work with Low-Income Housing Tax Credits (LIHTC), Historic Rehabilitation Tax Credits, Brownfields Tax Credits, and Renewable Energy Tax Credits. His background includes founding companies that developed, owned, and managed numerous multifamily properties, as well as structuring and raising equity capital for many additional real estate developments across the U.S. He also handles 1031 Like-Kind Exchanges, Opportunity Zones, affordable housing development and syndication, mortgage loan workout plans, and debtor and creditor negotiations.

• Business and Investment Planning: The firm advises on various business and investment-related legal matters. This includes guiding clients on the choice of entity (corporations, limited partnerships, limited liability companies), assisting with start-ups and private placements, and conducting investor due diligence for angel, seed money, or venture capital rounds of equity financing. He also handles commercial litigation, including collection matters and fraudulent conveyance issues.

The Law Firm of David M. Kohen is characterized by its deep knowledge and extensive experience in highly specialized legal fields. David M. Kohen holds a Master of Laws (LL.M.) degree in Taxation from New York University School of Law and a finance degree from the Wharton School of Finance and Commerce of the University of Pennsylvania, indicating a strong academic and practical foundation in both law and finance. His decades of experience, beginning his tax attorney practice in 1976, provide a robust base for his current solo practice.

Client testimonials highlight a key feature of the firm: a willingness to assist clients even when their issues might seem minor or not immediately lucrative for a lawyer. One client noted, "Was lost in what to do next. IRS didn't send in my 2019 refund. Even though it was not worth Any lawyer time - standard middle class family refund here but still Mr. David Cohen stated if needed he would help. Provided me with a plan if action to resolve this issue and possibly on my own. Thank you so much for taking some time to help me out. Diffinately would recommend you to everyone I know." This review underscores a client-centric approach, where Mr. Kohen provides valuable guidance and support, even if it means empowering the client to resolve the issue independently, demonstrating a commitment to service and integrity. Another review states, "I received a timely, very thorough and detailed response from David. Seems like a very knowledgeable attorney. Thank you!" This points to his attentiveness and comprehensive understanding of legal matters.

David M. Kohen's extensive background in both legal practice and business, including founding and running successful enterprises and managing significant real estate developments, provides him with a unique, practical perspective that greatly benefits his clients. He has experience evaluating and purchasing distressed debt from financial institutions and has hired and supervised numerous outside law firms and other professionals, giving him a well-rounded understanding of complex financial and legal landscapes.

The firm actively promotes its expertise through its website, which provides detailed biographical information about David M. Kohen, outlining his extensive experience and educational background. The website also indicates his professional affiliations, such as being a member of the Tax Law, Real Property Probate Law, and Elder Law Sections of the Florida Bar, and previously a member of the Taxation and Probate Law Sections of the Massachusetts Bar Association. He has also been a participant in the Lawyer's Council of the Newton Needham Regional Chamber.

David M. Kohen's volunteer positions and professional associations also reflect his engagement beyond typical legal practice. He has served as an officer and director of numerous non-profit organizations and as a developer of affordable housing. He has also been a tutor in the Boston public schools for the Greater Boston Coalition for Literacy, a participant in the Inner City Task Force sponsored by the Massachusetts Housing Finance Agency, and a member of the Finance Committee of 2Life Communities. These activities demonstrate a deep commitment to community and social responsibility, particularly within the housing and non-profit sectors.

For potential clients, the firm's direct contact information, clear outline of specialized services, and positive client feedback collectively serve as compelling promotional elements. The availability of video consultations further enhances their reach within the "Lawyers Near Me" category, making expert legal advice more accessible to those seeking specialized assistance in tax, estate, and complex real estate matters in Newton and beyond.