Since 1993, I have represented hundreds of businesses and individuals in a variety of industries – start-ups (tech and non-tech), real estate brokers, fast-food and slow-food restaurant owners/franchisees, mortgage brokers, real estate developers, homeowners (both in and out of trouble), yoghurt shops, big data, food manufacturers, distributors, advertising/media agencies, jewelers, wineries, clothing stores, bars, doctors, dentists, plumbers, other lawyers, acupuncturists, daytraders, roofers, scientists, bicycle shops, aerobics studios.
Prior to establishing David Herzog Legal, I was an attorney at Pinnacle Law Group in San Francisco, where I continued my representation of clients in business, real estate, tax, and intellectual property matters. Before joining Pinnacle, I worked with firms in Oakland, Alameda, Fremont, as well as San Francisco. Working with different demographics in the San Francisco Bay Area has given me a comprehensive view toward reaching a client’s specific goals. No two clients, or solutions, are the same.
My sub-specialty in tax was firmly established when I received the California State Bar’s certification as a tax specialist while working with Karen Hawkins, a nationally-recognized leader in tax controversy. I have advised and represented taxpayers (individuals and businesses) in their disputes and settlements with federal, state, and local agencies.
I earned my law degree at Golden Gate University. Prior to law school, I earned a Masters Degree in Creative Writing from Johns Hopkins University, wrote resumes for professionals and trades people, jumped out of an airplane (not tandem), worked on the floor of the Toronto Stock Exchange as a post-boy, and showed my pet Dalmatians – one (named Zelda) to her championship.
I enjoy weightlifting, biking Oakland’s Lake Merritt, geeky gadgets, the latest apps, audio books, my family, 5-Star Yelp reviews, and Pandora. I grew up in the Toronto-Niagara area of Canada; here’s an excerpt from the report card written by my Kindergarten teacher in Canada, which still holds true: “David talks constantly. He appears interested in all our work and is always enthusiastic and helpful. He is inclined to be saucy.” Words to live by.
I provide individuals, startups and small businesses with their go-to lawyer for all-things legal, from formation advice, to contracts, to funding and financing, corporate governance and operations.
My approach is no-nonsense, up front, and direct. That way, you can make informed decisions about your company, and explain it to your employees, vendors, and investors or partners.
My State Bar certification in tax means that you have a business advisor who also understands tax structures and personal income tax issues. You’ll also have access to trademark and copyright protection advice with my extensive experience in intellectual property matters.
Represented California food manufacturing company as the target in a multi-million dollar acquisition.
Represented a local SF Bay Area real estate company in purchasing one of the five largest SF Bay Area real estate brokerage companies.
Represented company in its negotiation of the installation of a solar panel field to generate energy for its facility.
Represent a big box liquor store retailer in its commercial leasing.
Advised and represented company in complex and intensely negotiated international representation/finders fee agreement.
Formed hundreds of entities.
Represented various businesses in obtaining friends, family, angel and VC investments.
Represented LLC member in contentious partnership breakup.
Represent challenged taxpayers in becoming compliant with local, state, and federal taxing agencies.
Prevailed in representing a company against the California Employment Development Department in dispute over characterization of worker as independent contractor or employee.
Represent taxpayers in Offers in Compromise.
Advise taxpayers on tax consequences of foreclosures, short sales, and deeds in lieu.
Advise foreigners regarding investment and work visas.
Pacific Union International
Burger King Franchisee
A Caspian Production
Simply Gorgeous Day Spa
Slow Girl Foods
Hutch Restaurant (Oakland)
@therichbrooks Podcast Ep 82 of #tmap well done; lots of great tips, and was pleased by the call out.
Reminder to Register for my informal roundtable in SF: Entity Choice for Startups and Small Businesses http://t.co/OtFnrOVU
Do you have experience in finding good-fit fiscal sponsorships for fledgling non-profits? Please contact me if you do.
I'm going to a Meetup with Service Providers Focused on Tech http://meetu.ps/ljhH
$1,000,000,000 in debt; anyone want to supplement their DVD collection? http://t.co/W2J9PJi
An extension of time to file your taxes is not an extension of time to pay #taxes.
Companies that 100% own subs doing biz in CA may have to register ParentCo with CA Secretary of State #smallbiz.