Katharine Davidson is a partner in the firm's Private Wealth Services Practice Group. Ms. Davidson has extensive experience representing high-net-worth individuals and their closely-held business interests and real property holdings in connection with income, estate and gift tax planning, wealth and business succession planning and international wealth transfer planning. She drafts complex estate plans and advises clients on buy-sell agreements, family-limited partnerships and LLCs, as well as various trusts, including personal residence trusts, grantor retained annuity trusts, and charitable trusts. She also advises on the administration of trusts and estates and the operations of non-profit entities. Her practice also focuses on tax planning and structuring and related business advice, for a wide range of corporations, LLCs, partnerships, trusts and individuals in a broad range of domestic and international tax matters.
International Private Clients. Ms. Davidson's practice includes counseling foreign clients with respect to investments in the United States and the application of tax treaties, U.S. withholding obligations, compliance issues, and U.S. income tax obligations of aliens, both resident and nonresident, in the United States. She also advises U.S. companies and individuals who conduct business abroad.
Tax Controversies. She also handles tax controversy matters, representing clients in audits and appeals before the IRS and U.S. Tax Court, as well as state and local taxing authorities. Ms. Davidson clerked for The Honorable Mary Ann Cohen of the United States Tax Court.
Representing Members of the Entertainment Industry. Ms. Davidson has represented entertainers, producers and other members of the entertainment industry for 25 years in taxation, transactional and trust matters, including tax structuring for the acquisition and disposition of film libraries, tax planning for concert tours, deals with talent agencies and their principals, restructuring of entertainment companies, buyouts of former managers, and international activities of foreign and domestic entertainers, writers and other creative artists.