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Katherine E. David

Member
Office

San Antonio

2301 Broadway Street
San Antonio, TX 78215
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Fax: +12102582746
Education
B.A., with Honors, Johns Hopkins University, Baltimore, Maryland, 2000
J.D., Georgetown University Law Center, Washington, DC, 2003
State Bar Licenses
Texas
Court Admissions
U.S. Tax Court
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Katherine E. David

Member

Katy David represents tax-exempt entities and counsels clients on tax matters, including federal income taxation and state margin and sales taxation. 

Exempt Organizations of all sizes rely on Katy to guide them at formation, during their operation and growth, and—when necessary, through wind-down and dissolution. She helps clients obtain and maintain their tax-exempt status, develop appropriate corporate governance, sustain their operations, and operate effective development and planned giving programs. When an organization experiences an unusual opportunity or difficult challenge, the Board of Directors and executive leadership turn to Katy to help them make decisions that comply with state law and the Internal Revenue Code, and that support the organization’s mission and strategy. 

Katy also helps businesses and individuals minimize their state and federal tax liability. She structures entities and transactions to support her clients’ businesses and save money. In particular, clients rely on her to guide them through complex Section 1031 exchanges and Section 1033 involuntary conversions. When necessary, Katy defends clients in audits by the Internal Revenue Service and Texas Comptroller of Public Accounts.

When you talk with Katy, you can expect her to walk through the pros and cons of a proposed course of action, like any lawyer would. But, she reliably follows with, “If it were my call to make, I would do this… and here’s why.” Clients often remark to Katy, “Wow! You explained that really well.” When she hears this, she knows she’s doing the job she came to do: equipping her clients with the information they need to make the best possible decisions. 

Awards/Achievements
Named among The Best Lawyers in America - Litigation and Controversy - Tax; Real Estate Law; Tax Law by Best Lawyers (2013-2021)
Named among Texas Rising Stars by Thomson Reuters (2005-2017)
Named among the Best Tax Law Attorneys by San Antonio Scene Magazine (2015)
Named among the Rising Stars by San Antonio Scene Magazine (2013, 2014)
Named among the 40 Under 40 by San Antonio Business Journal (2011)
Awarded the Nolan Fellowship by the American Bar Association Section of Taxation (2010)
Named among the Best Lawyers Rising Stars by San Antonio Scene Magazine (2005-2009)
Memberships
American Bar Association, Section of Taxation, Council Director (2019-2021), Secretary (2017-2019), Assistant Secretary (2015-2017)
San Antonio Metropolitan Ministries, Board Member (2016-2020)
Saint Mary’s Hall, Board Chair (2017—2020)
Pro-Bono Award Committee, Chair (2014-2015), former Vice Chair (2012-2013)
former Chair, Presentations and Speakers Subcommittee (2007-2010)
State Bar of Texas, Tax Section, Tax Exempt Organizations Committee, Co-Chair (2017-2018)
The College of the State Bar of Texas, Member
San Antonio Bar Association, Member
San Antonio Bar Foundation, Member
San Antonio Young Lawyers Association, Member
Alamo Community College District Foundation, Director, Secretary
Saint Mary's Hall Alumni, Advisory Council, Member
St. Luke's Catholic Church, Member, Catechist
Cross Timber Homes, Board Chair (2020)