David Wheeler Newman

Background

Wheeler Newman, David was born on April 5, 1952 in Salt Lake City, Utah, United States.

Education

Claremont Men"s College (Bachelor of Arts, magna cum laude, 1973). University of California at Los Angeles (Juris Doctor, 1977). New York University (Master of Laws in Taxation, 1979).

Career

Worked at Mitchell, Silberberg & Knupp Limited Liability Partnership (Los Angeles, California) specializing in Taxation Law, Estate Planning Law, Business Planning Law. Admitted to the bar, 1978, California and United States. District Court, Central District of California.

1979, United States.

Tax Court. Omicron Delta Epsilon. Author: "Planning Opportunities for Expatriates under the Final Section 911 Regulations," 63 Taxes 805, 1985.

"Financial Planning Techniques Using Charitable Gifts," 38 Major Tax Plan. 9-1, 1986; "FIRPTA Primer," 42 Major Tax Plan, 20-1, 1990.

"Charitable Remainder Trusts Funded with South Corporation Assets," 4 The Exempt Organization Tax Review 1320 (1991).

Company-Author: "Charitable Remainder Trusts Funded with Encumbered Property," 5 The Exempt Organization Tax Review 418 (1992). "Charitable Gifts of Retirement Plan Assets," 9 The Exempt Organization Tax Review 1301 (1994). "Coordinating Charitable Gifts of Retirement Plan Assets With Lifetime Distribution Requirements," 10 The Exempt Organization Tax Review 1335 (1994).

Director, National Committee on Planned Giving, 1994— and Member, Executive Committee, 1995—.

Member, American Council on Gift Annuities Task Force on State Regulation of Charitable Gift Annuities, 1994—. Member: Beverly Hills (Chairman, Taxation Committee, 1982-1983), Los Angeles County (Chairman, Foreign Tax Committee, 1991-1992.

Chairman, Tax Exempt Organizations Committee, 1992—. Vice Chairman, Taxation Section, 1994—.

Member, Taxation Section, Foreign Tax Committee and Tax Exempt Organizations Committee, 1980—) and American (Member, Taxation Section, 1982—) Bar Associations.

The State Bar of California.

Achievements

• David Wheeler Newman has been listed as a reputable lawyer by Martindale-Hubbell.

Works

• Other Work

  • Author: "Planning Opportunities for Expatriates under the Final Section 911 Regulations," 63 Taxes 805, 1985. "Financial Planning Techniques Using Charitable Gifts," 38 Major Tax Plan. 9-1, 1986

  • "FIRPTA Primer," 42 Major Tax Plan, 20-1, 1990.
    
    "Charitable Remainder Trusts Funded with S Corporation Assets," 4 The Exempt Organization Tax Review 1320 (1991). Co-Author: "Charitable Remainder Trusts Funded with Encumbered Property," 5 The Exempt Organization Tax Review 418 (1992). "Charitable Gifts of Retirement Plan Assets," 9 The Exempt Organization Tax Review 1301 (1994).
    
    "Coordinating Charitable Gifts of Retirement Plan Assets With Lifetime Distribution Requirements," 10 The Exempt Organization Tax Review 1335 (1994). Director, National Committee on Planned Giving, 1994? and Member, Executive Committee, 1995?.

Membership

Member, Executive Committee, 1995—. Member, American Council on Gift Annuities Task Force on State Regulation of Charitable Gift Annuities, 1994—. Member: Beverly Hills (Chairman, Taxation Committee, 1982-1983), Los Angeles County (Chairman, Foreign Tax Committee, 1991-1992.

Chairman, Tax Exempt Organizations Committee, 1992—.

Vice Chairman, Taxation Section, 1994—. Member, Taxation Section, Foreign Tax Committee and Tax Exempt Organizations Committee, 1980—) and American (Member, Taxation Section, 1982—) Bar Associations.

The State Bar of California.