- Financial Services
- Private Equity Funds
- Hedge Funds
- Funds of Funds
CREDENTIALS / EDUCATION
- Certified Public Accountant (CPA)
- Touro College: BS, Accounting
- Hofstra University School of Law: JD
- New York State Society of Certified Public Accountants: Taxation of Financial Institutions & Products Committee
- New York State Bar Association: Tax Section
Simcha B. David is a Tax Partner and a member of the Financial Services Group. He has more than 15 years of experience that encompasses both the tax accounting and tax legal side of the profession. His focus is on financial services and investment management entities, and he frequently advises on all aspects of tax planning and compliance for financial services firms and their related entities. His clients cover a wide variety of asset classes, including hedge funds, private equity funds, and funds of funds.
Simcha assists clients by providing tax consulting and compliance services. He works with clients on the tax implications of the initial structuring of their fund entities, review of their partnership and offering documents, tax implications of various types of securities transactions, and general tax issues and planning opportunities that arise during the life cycle of a fund.
Simcha started his career in tax in the accounting field, having spent a number of years at EisnerAmper. He attended law school in the evenings and served as an Associate Editor of the Hofstra Law Review Journal. Previously, he held a position at a prestigious New York law firm, where he focused on the legal side of hedge fund and private equity fund formation.
Simcha is the President of his synagogue, which has a membership of over 350 families.