Sandy Davis advises privately-held and publicly-traded companies, high-net worth investors, and investment funds on a broad range of U.S. and international tax matters. His practice is both transactional and advisory, focusing on corporate, M&A, partnership, finance, joint venture, real estate, and international taxation.
Sandy has an extensive M&A background, both buy and sell side, assisting private equity funds and portfolio companies, as well as strategic players and closely-held businesses. He structures M&A transactions to achieve tax efficiencies, benefits, and value-add. He also counsels on S corporation, tax loss utilization, debt restructuring, tax accounting, incentive compensation, consolidated return, and state income tax matters.
Sandy works closely with the firm’s real estate group on projects for developers, funds, and investors involving a broad range of real estate properties and structures, including developer-institutional investor JVs, REITs, and inbound investment and financing vehicles.
Sandy's international tax experience includes both inbound and outbound transactions, encompassing tax nexus, sourcing, withholding, FIRPTA, inversion, transfer pricing, foreign tax credit, CFC and PFIC, GILTI planning, and income tax treaty issues. His cross-border practice focuses on investments in the U.S., acquisitive and group reorganizations, holding and operating company jurisdiction selection and effective rate minimization, finance matters, and intangible property migration and development, addressing both U.S. and non-U.S. tax issues.
Sandy has also represented clients in federal and state tax controversy matters, and notably won an important corporate tax law case at the federal appellate level (see Falconwood below).