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    Biography

    Clients might say that Katy David can see around corners and predict what’s coming next, all in an effort to help them meet their missions. Katy, an experienced and energetic tax lawyer, is gifted at helping her tax-exempt clients feel safe, whether they are confronting challenges or seizing opportunities. Tax-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. When Katy takes on a new client, she works to truly understand the impact the organization has within its community. From there, Katy is able to help clients plan and implement their strategic direction by combining her technical and legal knowledge with a gut instinct that’s been honed over more than 20 years of practice.

    Katy’s love of tax law began when she was inspired by her tax law professor, the late Martin “Marty” Ginsburg. Professor Ginsburg once said that the most important thing he did was enable his wife, the late Supreme Court Justice Ruth Bader Ginsburg, to do what she did. Katy firmly believes that the most important thing she can do is help her clients achieve greatness by providing them with solid guidance, advocacy, and counsel.

    Memberships & Awards

    Professional
    The Best Lawyers in America®
    Texas Rising Stars, Thompson Reuters, 2005-2017
    Best Tax Law Attorneys, San Antonio Scene Magazine, 2015
    Rising Stars, San Antonio Scene Magazine, 2013, 2014
    40 Under 40, San Antonio Business Journal, 2011
    Awarded the Nolan Fellowship, American Bar Association Section of Taxation, 2010
    Best San Antonio Lawyers Rising Stars, San Antonio Scene Magazine, 2005-2009

    Key Experience

    Advised an organization's executive staff and Board of Directors members regarding structuring and operational issues after the organization experienced a dramatic increase in contributions
    Created and obtained I.R.C §501 (c)(3) status for Texas organizations that provide job training and opportunities for individuals with developmental disabilities and other barriers to employment
    Advised nonprofit corporations on board and committee structure to encourage the involvement of outside experts to enhance their missions and governance