Mr. Bradley J. Davis

Open for Business

Of Counsel at Rumberger, Kirk & Caldwell Professional Association
Lincoln Plaza, Suite 1400, 300 South Orange Avenue, P.O. Box 1873, Orlando, FL 32801
View Mr. Bradley J. Davis's office location
Overall Rating

5.0
Overall Rating

5.0

Peer Reviews

5.0

Peer Reviews

5.0
Profile Visibility [ i ]
- #371 in weekly profile views out of 10,695 Attorneys in Orlando, FL
- #85,092 in weekly profile views out of 2,343,578 total attorneys Overall

Attorney Awards

About Attorney Awards

Brad Davis represents business owners in matters including succession planning and exit strategies such as sales to third parties for cash and/or securities, utilization of ESOPs to transition ownership as well as direct sales to family members and key employees. These transactions also include use of dynasty trusts, asset protection trusts and consideration of a private family trust company versus a public trust company in the administration and management of such trusts.

After law school, and obtaining certification in public accounting, Brad worked in the tax department of Arthur Andersen & Co.’s Atlanta office prior to obtaining a Master’s of Law in taxation. As a member of Arthur Andersen & Co.’s team of tax attorneys/CPAs, he was involved in structuring strategies relating to business transactions, tax free exchanges, real estate, equipment leasing and other investment partnerships. His law practice includes preparation of private placement memoranda under Federal and State exemptions, including private offerings for software for small and medium size banks, capital funding for building supply companies and horse syndications.

Brad also provides tax and business planning for diverse individuals and business entities, including organizations, reorganizations, private securities offerings under federal and state securities laws, mergers, acquisitions and sales and purchases of businesses; estate planning, probate and trust administration; shareholder and partnership agreements, operating agreements for limited liability companies, and dispute resolution involving shareholders, partners, members of limited liability companies; corporate employment and non-qualified compensation agreements (stock options, stock appreciation rights, etc.) and business ownership succession planning. Brad’s diverse client base includes law firms, medical groups, architects, construction, manufacturing, restaurants, business consultants, realtors, specialty pharmacies and radio stations.

He represents individuals and businesses before the Internal Revenue Service, the United States Tax Court and the 11th Circuit Court of Appeals. He also represents clients in connection with the assessment of the 100% penalty for failure to remit employment taxes, collection of assessed income taxes, innocent spouse issues, issues regarding the characterization of income as ordinary vs. capital gain, changes in accounting methods, unreasonable compensation issues, independent contractor vs. employee status, and additions to tax and penalties, including failure to file income tax and information returns and accuracy related penalties.

He was co-counsel in a qui tam lawsuit in the U.S. District Court in Texas (Northern) under the Federal False Claims Act relating to MRAP (Mine-Resistant Ambush Protected) U.S. military light tactical vehicles.

Community

•Freedom Ride, Inc.

Board of Directors, and Vice President

•Orlando Coalition for the Homeless (Former Board Member)
•La Amistad Foundation, Inc.

Former Chairman of the Board and Board Member for 17 years

•College of William & Mary Thomas Jefferson Program on Public Policy

Served on Advisory Board for five years

•National Board of Trustees for the Leukemia Society of America

Former member

•Central Florida Chapter of the Leukemia Society of America

Past President

Certifications

•AV Rated by Martindale-Hubbell

Brad's News and Insights

09.21.2020
Firm News

RumbergerKirk Attorneys Serve as Jurors and Scoring Judges During the UF Law Trial Team Final Four Competition

Several lawyers from RumbergerKirk served as jurors and scoring judges...

Corporate and Tax
Estates and Trusts
Real Estate
External General Counsel Services

University Attended:

College of William and Mary, B.A., Accounting, 1968

Law School Attended:

University of Florida, College of Law, J.D., 1971; University of Florida, Graduate Tax Program, LL.M., Taxation, 1975

Year of First Admission:

1971

Admission:

1971, Florida; Fifth Circuit Court of Appeals; Eleventh Circuit Court of Appeals; U.S. District Court of Texas (Northern); United States Supreme Court; U. S. District Courts of Florida (Middle, Southern, Northern); United States Tax Court

Memberships:

Professional

•Orange County Association
•American Bar Association
•Tax Section
•Business Section
•Real Property and Probate Section
•The Florida Bar
•Tax Section
•Business Law Section
•Real Property, Probate and Trust Section
•Williams Inn of Court
•Seminole County Bar Association

Birth Information:

Little Rock, Arkansas, December 13, 1946

Reported Cases:

Notable Cases: Major Realty Corporation vs. Commissioner of Internal Revenue Service: 749 F.2d. 1483 (11th Circuit, 1985); The 11th Circuit reversed the U.S. Tax Court by finding that Major Realty Corporation's sale in 1968 to the Edward J. DeBartolo Corporation of real property for $3,500,000.00 was a completed transaction for federal income tax purposes, and that the subsequent reversion of the property to Major Realty was due to a condition subsequent. The IRS argued that the transaction was not a completed sale, but rather an option to purchase the 175 acres. Major Realty's sale to the Edward J. DeBartolo Corporation being deemed closed in 1968 allowed Major Realty to fully utilize expiring net operating loss carry-overs in excess of $3 million sheltering the gain from the sale while also increasing the tax basis in the 175 acres to $3,500,000.00.

ISLN:

907998028

5.0/5.0

Peer reviews submitted prior to 2008 are not displayed.

.less-attorney-reviews, .read-more-less-newline, .btn__all-reviews { display: none !important;} .more-attorney-reviews { display: block !important;}

Client Reviews Write a Review

Orlando, FL
Lincoln Plaza, Suite 1400 , 300 South Orange Avenue , P.O. Box 1873
Orlando, FL 32801

407-872-7300 Phone
Get Directions

Contact Mr. Bradley J. Davis

Contact Information:

407-841-2133 Fax

www.rumberger.com/?format=xml&t=3&A=15136

Required Fields

Choose Area of Practice

Area of Practice is required

First Name

First Name is required

Last Name

Last Name is required

E-mail Address

E-mail Address is required Invalid E-mail Address

Describe Your Legal Matter

0/1000 characters

Describe Your Legal Matter is required

Country

Country is required

Zip Code

Zip Code is required Invalid Zip Code

Phone Number

Phone Number is required Invalid Phone Number

Preferred Contact Method

Email
Phone

I am a

Describe Your Legal Matter

0/1000 characters

Describe Your Legal Matter is required

reCAPTCHA is required Invalid reCAPTCHA

Clear All Fields

By clicking on the "Submit" button, you agree to the Terms of Use, Supplemental Terms and Privacy Policy. You also consent to be contacted at the phone number you provided, including by autodials, text messages and/or pre-recorded calls, from Martindale and its affiliates and from or on behalf of attorneys you request or contact through this site. Consent is not a condition of purchase.

You should not send any sensitive or confidential information through this site. Emails sent through this site do not create an attorney-client relationship and may not be treated as privileged or confidential. The lawyer or law firm you are contacting is not required to, and may choose not to, accept you as a client. The Internet is not necessarily secure and emails sent though this site could be intercepted or read by third parties.