Bradley J. DavisBrad Davis’ legal practice includes 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 and realtors.

Brad represents individuals and businesses before the Internal Revenue Service, the United States Tax Court and 11th Circuit Court of Appeals.   He 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.
  • Education

    University of Florida, College of Law - J.D., 1971
    University of Florida, Graduate Tax Program - LLM in Taxation, 1975
    College of William and Mary - B.A. Accounting, 1968
  • Bar Admissions

    • Florida (1971)
  • Court Admissions

    • 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
  • Notable Cases

    • Major Realty Corporation vs. Commissioner of Internal Revenue Service  >>
  • Professional & Civic Activities

    • 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
  • Community Involvement

    • Freedom Ride, Inc. (Board of Directors, Former Treasurer 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)
  • Ratings and Certifications

    • AV Rated by Martindale-Hubbell
 
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