http://www.kwgd.com/david-lewis
David J. Lewis
Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A.
Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A.
Attorney At Law
Download V-card 50 South Main St.
Akron, Ohio
44308
United States
330-535-4830
Dave is a director and shareholder of Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A. and practices out of the firm’s Northeast Ohio offices. His areas of concentration include: corporate, individual, partnership, and excise tax law.
Professional Experience:
- Counsels service, manufacturing, durable medical equipment, internet, food ingredients, metals recycling, farming, processing, transportation, distribution and technology companies on a variety of business needs
- Advises lessors on oil and gas taxation issues and planning
- Advises taxpayers on offshore accounts and IRS Voluntary Disclosure Program
- Applies business and tax analysis to mergers and acquisitions
- Represents taxpayers on tax audits including listed transactions, off-shore trusts, intermediary tax shelters, and foreign and Swiss accounts
- Serves shareholders and corporations involved in ownership and management disputes
- Represents criminal tax and white collar defendants on alleged tax and financial crimes, tax consequences of forfeitures and restitution payments
- Obtained a favorable Internal Revenue Service (IRS) private letter rulings on failure to make minimum plan distributions and failed IRA rollovers
- Advocates clients’ needs before IRS on civil criminal tax examinations, appeals, and judicial proceedings
- Served as expert witness on tax return preparation standards for accountants and tax return interpretation
Education:
- Kent State University, B.B.A. Accounting, 1979
- Cleveland-Marshall College of Law, Cleveland, Ohio, J.D., cum laude, 1987
- Certified Public Accountant, Ohio, 1987
Notable Presentations or Publications:
- "Tips and Techniques for Dealing With the IRS Exam and Collections Divisions Lorman Webinar (3/28/2017)"
- “Tax Practice and Procedure”
- “The Art of Barter”
- “Tax Savings Strategies During Acquisitions”
- Offshore Accounts, Tax Return Positions, and IRS Initiatives"
- “Tax Preparer Standards”
- “Tax Practitioner Privilege”
- “How to Be a Lawyer and a Christian, Too”
- “Tax Fraud”
- “Treasury Circular 230”
- “Tax Aspects of Corporate Minutes”
- “Tax Character of Damage Awards”
- “So You Had a Foreign Account Managed by Bernie?”
- "Oil and Gas Taxation"
- "Tax Practitioners Tips and Techniques"
- "FBARS and FATCA"
Courts and Bar Associations:
- Akron Bar Association: President (2017-2018); Past Treasurer and Member Board of Governors, Past Chair of both Tax Section and Business Corporate Law Committee
- Ohio Bar (1987)
- U.S. Tax Court
- U.S. District Court, Ohio Northern District
- Certified Public Accountant, Ohio (Inactive)
- Akron Tax Club: Past President, Current Member
- American Bar Association: Member Tax Section
- Ohio State Bar Association: Member
Professional and Community Affiliations:
- American Institute of Certified Public Accountants: Member
- Ohio Society of CPAs: Member
- City of Hudson Board of Zoning and Building Appeals: Past Member, Vice-Chair
- St. Herman of Alaska Easter Orthodox Christian Church: President and past church school teacher
- University of Akron Masters of Taxation Board of Governors
- Past volunteer baseball coach
Honors & Awards:
- Honored Best Lawyers Akron Tax Law "Lawyer of the Year" (2012, 2013, 2017, 2018)
- Listed in Best Lawyers in America®
- Listed in Ohio Super Lawyers®
- Recognized as one of the “Top Attorneys in Business Services” (Tax) in the Corporate Counsel Edition of Super Lawyers® Magazine
- Martindale Hubbell AV® rated (highest rating)
Articles Published by David J. Lewis
- CARES Act
- Federal Coronavirus Stimulus Summary As of March 26, 2020
- Changes on the Horizon for Ohio's Municipal Income Tax Law
- FBAR Penalties Exceed Foreign Account Balance but Window for Voluntary Compliance Remains Narrowly Open
- FACTA is Breaking the Barrier Between the IRS and FFI's
- FICA Tax and Severance Payment
- Ohio CAT Tax Applies to Bonus and Oil and Gas Royalties
- IRS Announces New Amnesty Initiative for Offshore Accounts