Donald W. Wallis

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Donald W. Wallis: Attorney with Upchurch, Bailey & Upchurch, P.A.
Attorney Awards
  • Martindale-Hubbell Peer AV Preeminent Rating
About Attorney Awards

Biography

Recipient: Peer-designated "Florida Super Lawyer" 2006-2011; Volunteer of the Year Award, Volunteer Jacksonville, Inc. 2000; Charles A. Dukes Award for Outstanding Volunteer Service, Duke University Alumni Association 2000. Contributing Editor, Journal of Partnership Taxation, 1989-1995. Member, Professional Advisory Council, Community Foundation of Jacksonville. Volunteer Attorney, St. Johns County Legal Aid. Volunteer High School Resource, Justice Teaching. Certified Facilitator, The 7 Habits of Highly Effective People. Member, Board of Directors and Past President, Duke Club of Greater Jacksonville. Member and Past Chair, Duke University Alumni Admissions Advisory Committee. Chair: First America Foundation, Inc., 2010-2011; St. Johns County Chamber of Commerce, 2008-2009; St. Johns Vision, Inc., 2007. Leadership St. Johns (Alumnus Class of 2007). President, Beaches Fine Arts Series, Inc., 1990-2000. Member, Jacksonville Chamber of Commerce Task Force on Community Leadership Initiative, 1998-2000.
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Areas of Practice (20)

  • Federal Income Tax
  • Federal Tax Controversies
  • State Tax Controversies
  • Tax Litigation
  • Tax Planning
  • Business Acquisitions
  • Business Divestitures
  • Mergers and Acquisitions
  • Family Partnerships
  • Partnership Organization
  • Partnership Taxation
  • Corporate Governance
  • Corporate Organization
  • Corporate Reorganization
  • Corporate Taxation
  • Professional Corporations
  • S Corporations
  • Tax Exempt Organizations
  • Like Kind Exchanges
  • Sales and Use Tax

Education & Credentials

University Attended:
Duke University, A.B., 1971
Law School Attended:
Duke University, J.D., 1974
Year of First Admission:
1974
Admission:
1974, Florida; 1975, U.S. Tax Court; 1977, U.S. District Court, Middle District of Florida; 1978, U.S. Court of Appeals, Fifth Circuit and U.S. Claims Court; 1979, U.S. Supreme Court; 1982, U.S. Court of Appeals, Eleventh Circuit; 1983, U.S. Court of Appeals, Federal Circuit; 2010, U.S. Court of Appeals for the District of Columbia Circuit
Memberships:
St. Johns County and American (Member, Taxation Section) Bar Associations; The Florida Bar (Member, Tax Section; Executive Council, 1977-1979).
Birth Information:
Wilkes-Barre, Pennsylvania, August 22, 1950
ISLN:
902983500
Hobbies & interests:
Sailing, Cycling, Reading

Payment Information

Credit Cards Accepted
American Express, Discover, MasterCard, Other, Visa
Other Information
Fixed fees available

Peer Reviews

5.0/5.0
Peer reviews submitted prior to 2008 are not displayed.
Martindale-Hubbell® AV Preeminent Rating Badge
Peer reviews submitted prior to 2008 are not displayed.

Client Reviews Write a Review

Location

Contact Donald W. Wallis

Contact Information:

904-921-4292  Phone

904-825-4862  Fax

www.ubulaw.com

www.ubulaw.com

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