David Cherman helps high-net worth individuals and families reduce the estate and income tax consequences of wealth transfer while avoiding costly litigation. His experience across a broad spectrum of tax issues, including planning, compliance and controversy work, gives him valuable perspective on how to successfully execute complex estate plans.
Recognizing that each family situation is unique and evolving, David consults with clients early on to create clear, concise plans that reflect family dynamics and can adapt to changing needs. As a skilled listener, he builds trusted relationships with clients, ensuring that all family members fully understand the plan and its implications.
Before joining Davis+Gilbert, David worked in international tax consulting at PricewaterhouseCoopers and tax compliance at Perelson Weiner. He has also represented clients in numerous tax controversies before the IRS and New York State tax authorities.
Insights + Events
- Alert 2024 Lifetime Gift and Estate Tax Exemption Update
November 16, 2023
- New York University School of Law (LL.M. (Taxation), 2019)
- Benjamin N. Cardozo School of Law (J.D., cum laude, 2018)
- Adelphi University (B.B.A., cum laude, 2015)
- New York
Member, New York State Bar Association
Member, New York City Bar Association
Member, American Bar Association
― Member, Tax Section