Overview

David Rosenberg is a business attorney in Holland & Knight's Dallas office. Mr. Rosenberg focuses his practice on federal, state and local taxation of, and corporate governance matters for, nonprofit organizations, as well as sophisticated charitable giving techniques. His experience includes the organization, operation and termination of nonprofit corporations and trusts. Additionally, he has significant experience in obtaining and maintaining exemptions for these organizations from federal income, state franchise, sales and use, unemployment and local ad valorem taxes.

Mr. Rosenberg also counsels clients on the federal income tax treatment of charitable contributions and on planned charitable gifts and bequests.

Representative Experience

  • Represented a borrower in several tax-exempt bond issuances involving capital improvement financings for a private foundation and several private schools, and for a major local capital fundraising appeal
  • Represented several continuing care retirement communities (CCRCs) in obtaining charitable organization classifications from the Internal Revenue Service (IRS), and acted as borrower's counsel in tax-exempt bond issuances to finance the construction of the communities
  • Represented several prominent local and regional charitable organizations in the formation of various entities to protect charitable assets and streamline operations
  • Represented several charitably inclined individuals and families in the formation and maintenance of family foundations, charitable remainder trusts and other sophisticated giving techniques
  • Represented several nonprofit organizations in significant corporate governance issues such as interpretation, drafting and amendment of charter and bylaw provisions, resolutions, conflicts of interest, audit compliance and agreements

Credentials

Education
  • University of Virginia School of Law, J.D.
  • West Virginia University, B.S., with high honors
Bar Admissions/Licenses
  • Texas
Court Admissions
  • U.S. Tax Court
Memberships
  • American Bar Association, Section of Taxation, Exempt Organizations Committee
  • State Bar of Texas, Tax Section, Exempt Organizations Committee, former Chair; Business Law Section, Nonprofit Organizations Committee
  • Dallas Bar Association; Tax Section
  • Thompson & Knight, Management Committee, 2016-2020
  • ChildCareGroup, Honorary Life Trustee
  • Shelter Ministries of Dallas, Board of Trustees
  • The Brodsky Foundation, Board of Trustees
  • The Crystal Charity Ball, Endowment Committee and Advisory Board
  • Junior League of Dallas, Community Advisory Board
Honors & Awards
  • The Best Lawyers in America guide, Nonprofit/Charities Law and Tax Law, 2008-2022
  • The Best Lawyers in America guide, Lawyer of the Year, Dallas Nonprofit/Charities Law, 2012, 2018, 2019
  • Best Lawyers in Dallas, D Magazine, Tax: Trust & Estates, 2019, 2022
  • Texas Super Lawyers magazine, Nonprofit Organizations and Estate Planning & Probate, 2007

Publications