Law Firm of David M. Kohen - Newton, MA
The Law Firm of David M. Kohen delivers sophisticated tax counsel and comprehensive estate planning in Newton, Massachusetts, leveraging Wharton finance training and decades of federal tax controversy experience to protect family wealth and commercial enterprises.
Comprehensive Tax Planning and Estate Law Counsel in Newton, Massachusetts
Managing personal wealth and business assets demands a deep understanding of tax codes, fiduciary responsibilities, and corporate structures. Situated on Beacon Street in Newton Center, the Law Firm of David M. Kohen provides seasoned, high-caliber legal guidance to individuals, families, and businesses throughout Greater Boston and Middlesex County. Founding attorney David M. Kohen brings a rare convergence of financial insight and legal acumen, having earned a finance degree from the Wharton School of Finance and Commerce at the University of Pennsylvania, a Juris Doctor from the State University of New York at Buffalo, and a Master of Laws in Taxation from the prestigious New York University School of Law. Whether you need a tax attorney to resolve an audit or wish to hire a lawyer to safeguard multigenerational wealth, the firm provides individualized and reliable solutions.
Strategic Tax Planning and Federal IRS Dispute Resolution
Federal and state taxation can substantially impact your business bottom line and personal estate if not managed proactively. As dedicated tax lawyers and irs dispute lawyers, Attorney Kohen assists taxpayers facing scrutiny from the Internal Revenue Service and the Massachusetts Department of Revenue. The firm provides strategic advocacy during audit proceedings, administrative appeals, and penalty relief negotiations. Core taxation capabilities include:
- Defending individuals and businesses in federal audits, IRS appeals, and collection enforcement actions.
- Structuring subchapter K partnership tax strategies, pass-through entities, and corporate reorganizations.
- Navigating section 1031 like-kind tax-deferred exchanges for commercial real estate investors.
- Advising developers and investors on federal Low-Income Housing Tax Credits, Historic Rehabilitation credits, and Brownfields incentives.
- Securing and maintaining tax-exempt status for 501(c)(3) charitable foundations and educational non-profits.
- Structuring executive equity compensation, stock options, and restricted stock units to minimize income tax liabilities.
Tailored Estate Planning, Wills, and Trust Administration
Preserving family harmony and protecting hard-earned assets requires foresight and meticulous legal drafting. Functioning as dependable estate planning lawyers, wills lawyers, and trusts lawyers, the firm helps clients design customized legacy frameworks. Attorney Kohen takes the time to listen, define personal family objectives, and construct plans that prevent protracted probate proceedings. The estate planning practice encompasses:
- Drafting durable wills, healthcare directives, and powers of attorney as dedicated power of attorney lawyers.
- Creating revocable living trusts to preserve family privacy and streamline asset distribution.
- Establishing irrevocable life insurance trusts with Crummey provisions to shelter policy payouts from estate taxes.
- Drafting generation-skipping dynasty trusts to transfer wealth efficiently to children and grandchildren.
- Establishing Qualified Domestic Trusts for non-citizen spouses to maximize marital deductions under international tax rules.
Business Formation and Commercial Transactions
Starting and expanding an enterprise requires strong corporate foundations and well-drafted legal documentation. As skilled business formation lawyers and contract lawyers, the firm counsels entrepreneurs, investors, and startup founders on entity choice, drafting bylaws, operating agreements, and commercial agreements. Attorney Kohen also assists emerging companies with angel investor rounds, seed capital equity financing, private placement offerings, and debt restructuring workouts. When you need to find an attorney who understands both financial balance sheets and complex legal statutes, the Law Firm of David M. Kohen delivers the personalized guidance needed to succeed. Contact the firm today to schedule a legal consultation and secure peace of mind for your assets and business.
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Location & Access
Primary Address
Located in the central Newton Centre neighborhood of Newton.
Building Location
The address is situated inside the Newton Center Post Office building, located near Sweet Tomatoes Pizza and the Newton Centre Post Office.
Parking Details
Metered street parking is available along Beacon Street, and paid public parking is accessible at the nearby Langley Lot.
Public Transit
Served by MBTA Green Line D (Riverside); nearest stop is at Newton Centre.
Accessibility / Suite Access
This address serves as a virtual mailbox at the Newton Center Post Office. Clients are encouraged to schedule a video conference as there is no physical office space at this location.