David A. Tumen (Porter Wright Morris & Arthur LLP) – Columbus, OH

Strategic Tax Counsel for Business and Wealth

David A. Tumen is a highly regarded partner and Chair of the Tax Practice Group at Porter Wright Morris & Arthur LLP in Columbus, Ohio. With an LL.M. in Taxation from New York University, David possesses a level of technical expertise that is essential for navigating the complex U.S. tax code. He serves as a strategic advisor to corporations, partnerships, and high-net-worth individuals, helping them structure their affairs to maximize efficiency and compliance. His practice is not just about filing returns; it is about crafting forward-looking strategies for business formation, mergers and acquisitions, and succession planning that preserve capital and fuel growth.

Corporate Tax and Incentives

David works extensively with businesses to optimize their tax positions. He advises developers and investors on complex Tax Credit projects, including Low-Income Housing, historical rehabilitation, and New Markets Tax Credits. These incentives are powerful tools for community development, and David’s expertise ensures that clients can utilize them fully while adhering to strict IRS regulations. He also counsels clients in the energy sector on the tax consequences of acquiring and disposing of Oil and Gas interests. When disputes arise, he represents clients before the Internal Revenue Service (IRS), securing private letter rulings that provide certainty for their business operations.

Executive Compensation and Benefits

A significant part of David’s practice involves designing Executive Compensation packages. He helps for-profit and non-profit entities create equity and non-equity based incentive plans, deferred compensation arrangements, and employee benefit programs. Navigating the tax implications of these plans is critical for attracting top talent while maintaining corporate compliance. David’s holistic approach ensures that these programs align with the company’s broader financial goals and culture.

Education and Estate Planning

In addition to his corporate work, David provides sophisticated Estate Planning services for business owners, helping them pass their legacy to the next generation with minimal tax liability. He is also a dedicated educator, having taught Corporate Tax as an adjunct professor at Capital University Law School. Listed in The Best Lawyers in America and rated AV Preeminent by Martindale-Hubbell, David A. Tumen is a trusted authority in his field. Based in the Huntington Center, he offers the intellectual rigor and practical wisdom that clients expect from a top-tier tax attorney.

• Tax Planning: Structuring business entities and transactions for maximum tax efficiency.
• Tax Credits: Advising on low-income housing, historic rehab, and new markets credits.
• Executive Compensation: Designing deferred compensation and incentive plans for leadership.
• IRS Representation: Handling audits, appeals, and private letter ruling requests.