Katherine E. David

Katherine E. David counsels clients on tax matters, including federal income taxation and state margin and sales taxation. A significant part of her practice includes advising tax-exempt organizations. She also has extensive experience advising clients with respect to like-kind exchanges.

Katy is Board Certified in Tax Law by the Texas Board of Legal Specialization.

Presentations

• Co-presenter. Partnership/LLC Equity Compensation - Planning & Possibilities, Texas BarCLE (May 2018)
• Fiduciary and Legal Responsibilities – 10 Legal Issues…Plus One More, Masters Leadership Program of Greater San Antonio (March 2018)
• Tax Cuts and Jobs Act of 2017 - Be Prepared!, Austin CPA Society (February 2018)
• Centralized Partnership Audit Regime, Strasburger's Tax Symposium (November 2017)
• Beyond the Permit: Legal Issues for Startup Winemakers, Grape Camp, Texas Wine and Grape Growers Association (November 2017)
• Tax Primer, AHLA Tax Issues for Healthcare Organizations (October 2017)
• Emerging Legal Issues Impacting Wineries, Breweries, and Distilleries: What You Need to Know, Texas BarCLE (October 2017)
• Best Practices for Board Meetings, State Bar of Texas, Governance of Nonprofit Organizations (August 2017)
• Legal Matters: An overview of a variety of legal issues that start-up wine-makers, brewers, and distillers need to be aware of, Texoma Craft Beverage Alliance Conference (June 2017)
• Fiduciary and Legal Responsibilities - 10 Legal Issues-Plus One More, Masters Leadership Program of San Antonio (March 2017)
• Smart Strategies for Expanding Your Bar, Restaurant, or Craft Beverage Operation, Local(3) Strasburger & Price, LLP (January 2017)
• Private Foundations in the 21st Century: Strategic Use of Program and Mission-Related Investments, Strasburger's Tax Symposium (November 2016)
• State Tax Update, Strasburger's Tax Symposium (November 2016)
• Tax Primer, AHLA Tax Issues for Healthcare Organizations (October 2016)
• Disclosure Issues for Nonprofit Organizations, State Bar of Texas Governance of Nonprofit Organizations Course (August 2016)
• Co-presenter. Legal Matters & Permitting, Texoma Craft Beverage Alliance (June 2016)
• Lobbying and Political Campaign Activity by I.R.C. _501(c)(3) Organizations, Central Texas TSCPA (June 2016)
• Co-presenter. Nonprofit/Tax Exempt Entity Holdings in for Profit Businesses: Gifting Issues & Post-Gift Compliance, TexasBarCLE Webcast (June 2016)
• Conversion to Nonprofit/Tax Exempt Status: Pros, Cons & Issues, TexasBarCLE Webcast (May 2016)
• Dealing with Unrecaptured Section 1250 Gain in Drop-Swap Cash-Outs, ABA Section of Taxation Meeting (May 2016)
• Legal Issues for Prospective Nonprofit Board Members: A Top 10 List, Masters Leadership Program of Greater San Antonio (March 2016)
• Co-presenter. From the Legal Experts: What Texas Wineries & Vineyards Need to Know, Texas Wine & Grape Growers Association Conference (February 2016)
• Resolution Toolkit: Practical Tips to Jump-Start Your Planned Giving Program in the New Year, Planned Giving Council of San Antonio (February 2016)
• Co-presenter. PATH Act: New Rules for I.R.C. 501(c)(4) Health Plans, Health Plan Alliance (January 2016)
• Compensation Rules for Exempt and Non-Profit Organizations; Designing and Maintaining Executive Compensation Plans, Stafford Webinar (October 2015)
• Texas Margin Tax: Costs of Goods Sold, San Antonio CPA Society CE Explosion (October 2015)
• Alternative Routes to Tax-Exempt Status, Strasburger's Tax Symposium (September 2015)
• Texas Margin Tax and Sales Tax Update, Strasburger's Tax Symposium (September 2015)
• Co-presenter. Making Dollars and Sense out of Advertising, The Educator's Law Forum (September 2015)
• Under Fire? Practical Tips for Addressing a Crisis or Reputational Attack, 13th Annual Governance of Nonprofit Organizations Course (upcoming)
• Ethical and Practical Issues Arising from Attorney Service on Nonprofit Boards, State Bar of Texas Section of Taxation Meeting 
• Practical Tips for Establishing a Planned Giving Program, BDO United States Seminars (May 2015)
• Compliance Begins at Home: Tax and Immigration Issues Related to Household Employees, American Bar Association (May 2015)
• Texas Tax Update, San Antonio CPA Society Speaker Series (December 2014)
• Exempt Organizations Update, San Antonio CPA Society Speaker Series (October 2014)
• Texas Taxation Update, Rio Grande Valley Chapter of CPAs (October 2014)
• State & Federal Issues in School Fundraisers, Strasburger Educator's Law Forum (September 2014)
• Tax-Exempt Organizations Update, Strasburger Tax Symposium (August 2014)
• Texas Taxation Update, Strasburger Tax Symposium (August 2014)
• Course Director. 12th Annual Governance of Nonprofit Organizations Course (August 2014)
• Lobbying and Political Campaign Activity by Tax-Exempt Organizations, BDO Nonprofit Seminar (May 2014)
• Series LLCs: Seriously?, San Antonio CPA Society (May 2014)
• Lobbying and Political Campaign Activity by Tax-Exempt Organizations, San Antonio CPA Society Speaker Series (March 2014)
• Panelist. Working with CPAs and CFPs, Tax Practice Management and Young Lawyers Forum (February 2014)
• Federal and State Tax Issues Arising from Nonprofit Fundraising, 21st Annual Legal and Accounting Institute (December 2013)
• Lobbying and Political Campaign Activity by Tax-Exempt Organizations, 61st Annual Taxation Conference (December 2013)
• Texas Margin Tax: Cost of Goods Sold, Combined Reporting and Other Issues, Strasburger Tax Symposium (August 2013)
• Political, Lobbying and Other Issues Facing Tax-Exempt Organizations, Strasburger Tax Symposium (August 2013)
• Panelist. Working with CPAs and CFPs, Tax Practice Management and Young Lawyers Forum (May 2013)
• Nonprofit Executive Transition Management, BDO Nonprofit Seminar (May 2013)
• COGS in Practice: Use of the Cost of Goods Sold Deductions in Texas Margin Tax, San Antonio CPA Society Speaker Series (April 2013)

Publications

• Warning for Taxpayers Prepaying Real Property Taxes in 2017, Strasburger's Tax Strategies (December 2017)
• Co-author. Considering the Alternative Entity Structure of an LLC Taxed as an S-Corp, Today's CPA (March/April 2017)
• Editor. Family Foundation Advisor, published by Civic Research Institute
• Co-author. Congress Makes Signification Changes to Partnership Audit Rules, Today's CPA (July 2016)
• PATH Act Imposes New Filing Requirement on I.R.C. _501(c)(4) Organizations, Strasburger Tax Strategies (December 2015)
• Important New Partnership Audit Rules Change Taxation of Partnerships, Procedurally Taxing (November 2015)
• Important New Audit Rules Change Taxation of Partnerships, Strasburger Tax Strategies (November 2015)
• Co-author. When An Attorney Serves On A Foundation Board - Critical Ethical and Practical Issues, Family Foundation Advisor (May/June 2015)
• She Was Beaten, She Was Homeless, She Survived: Roxana's Story, Alamo City Mom's Blog (May 2015)
• Using Like-Kind Exchanges to Minimize a Foundation's Investment Income Tax (Part II), Journal of Taxation of Investments (Winter 2015)
• Using Like-Kind Exchanges to Minimize a Foundation's Investment Income Tax (Part I), Journal of Taxation of Investments (Fall 2014)
• Co-author. Political Activity and I.R.C. 501 _(c)(3) Organizations, Strasburger Tax Strategies (November 2012)
• Co-author. Sales of Church Real Property to Parishioners, Taxation of Exempts (July/August, 2012)

Media

• What to Know about a Charity before You Open your Wallet, San Antonio Express-News (November 2016)
• S.A. Corporate Groups Assist a Wealth of Area Charities, San Antonio Express-News (November 2015)
• How to pick and vet a charity, San Antonio Express-News (November 2015)
• How To Make Sure Your Donation Is Going to a Worthwhile Charity, San Antonio Express-News (November 2014)
• Holidays a Time for Giving, San Antonio Express-News (November 2013)