Davis, Malm & D'Agostine P.C. Attorneys at Law

Practice Focus and Experience

Avi is a tax attorney practicing in the Business Law Group, the Public Finance Group, and the Trusts and Estates Group. He assists clients with tax planning and transactional analysis at the federal, state, and international levels, and represents taxpayers in disputes with the Internal Revenue Service, Massachusetts Department of Revenue and other tax authorities.

Representative Matters

Secured large cash payouts for a group of executives when their employer-company was sold, by successfully avoiding a significant golden parachute excise.
Prosecuted $12 million abatement claim for a Massachusetts intellectual property holding company.
Facilitated several tax-free transactions, including arranging Section 1031 exchanges, allowing clients to sell gain property without current tax liability.

Professional

Admitted: Massachusetts; Oregon; United States Tax Court.
Member: American Bar Association; Boston Bar Association.
Authorized: Practice before the Internal Revenue Service.

Community Involvement

Instructor, State and Local Taxation/Tax Planning, Northeastern University (M.A. Taxation Program); Fall 2006, Fall 2005.
Tax Preparer / Supervisor, Volunteer Income Tax Assistance (VITA) 2000–present; Recognized by IRS for Outstanding Public Service, April 2002.
Adjunct Professor, Business Law, Portland Community College 1996–1999.
Municipal Court Judge, City of Yachats, Oregon, 1997–1998.

Articles

Tax Aspects of Mergers and Acquisitions, William F. Griffin, Jr. and Avi M. Lev (coauthors)
Just How Fair is the Governor's Tax Fairness Bill? Massachusetts Lawyers Weekly, Avi M. Lev (author)
Planning to Avoid Excess Golden Parachute Payments, Journal of Taxation, Avi M. Lev (author). Excerpts of this article also appeared in Executive Compensation & Taxation Coordinator and Federal Taxes Weekly Alert

News

See Avi's Full Bio

Full Bio