Simcha B. David is a Tax Partner and a member of the Financial Services Group. He has more than 15 years of experience that encompasses both the tax accounting and tax legal side of the profession. His focus is on financial services and investment management entities, and he frequently advises on all aspects of tax planning and compliance for financial services firms and their related entities. His clients cover a wide variety of asset classes, including hedge funds, private equity funds, and funds of funds.
Simcha assists clients by providing tax consulting and compliance services. He works with clients on the tax implications of the initial structuring of their fund entities, review of their partnership and offering documents, tax implications of various types of securities transactions, and general tax issues and planning opportunities that arise during the life cycle of a fund.
Simcha started his career in tax in the accounting field, having spent a number of years at EisnerAmper. He attended law school in the evenings and served as an Associate Editor of the Hofstra Law Review Journal. Previously, he held a position at a prestigious New York law firm, where he focused on the legal side of hedge fund and private equity fund formation.
Simcha is the President of his synagogue, which has a membership of over 350 families.
Jon Zefi is a Principal and a member of the Tax Advisory Services Group. Widely recognized as an expert in state and local as well as federal and international tax matters, Jon has provided tax planning and compliance advice to public companies and privately held businesses, with a focus on mergers and acquisitions, restructuring transactions, tax rate minimization, tax risk mitigation, transfer pricing, and corporate taxation (Subchapters C and S).
Jon has over fifteen years of extensive experience in representing clients in domestic and international corporate reorganizations; acquisitions and divestitures; joint ventures and technology transfers; and private equity and investment funds. Jon regularly counsels clients with regard to tax-efficient structuring of domestic and international operations. For individuals and families of means, he has advised on the formation of investment and estate planning structures that provide tax efficiency and asset protection while minimizing estate taxes.
Jon has represented clients in over thirty state and local jurisdictions, handling audits and providing consultation involving state and local matters such as income and franchise taxes; sales and transaction taxes; and unclaimed property. In addition, he has represented public and privately held businesses as well as individuals before the Internal Revenue Service.
Prior to joining the firm, Jon served as a Tax Principal and a leader in state and local taxation issues for a national accounting firm. In addition, he served as a Tax Principal in the National Tax Office for a national accounting firm.
Shawn Carson is a Director in the International Tax Services Group. His 25 years of international taxation experience includes all forms of international structuring, restructuring, financing and merger and acquisitions work.
Shawn advises commercial and real estate clients on tax-efficient structures for U.S. companies investing overseas, foreign companies investing into the U.S., and tax-efficient supply chain management. He also works with hedge funds, private equity funds and other financial services companies on international structuring. In addition, Shawn has significant experience in transfer pricing, having worked on projects with several major U.S. and U.K. multinationals to implement or defend pricing policies, including APAs.
Shawn is knowledgeable in the tax systems of many countries, including Canada, Mexico, Central and South America, China, Hong Kong and other South East Asian countries, Australia, and India, as well as several countries in Europe.