"

Our clients are why we are here. All of our efforts are directed toward providing the best service we can.

"

— DAVE

David A. Walton

Shareholder, Tax Department

Dave is Jones Hall’s full time tax expert and has been practicing in tax matters pertaining to municipal finance since 1983. Dave provides tax support in all tax-exempt financings at the Firm as either bond counsel or special tax counsel. Dave also represents issuers before the Internal Revenue Service in obtaining written advice and in IRS audits. Dave has participated in virtually every type of municipal finance transaction permitted under the Internal Revenue Code. Dave acted as the lead attorney in successful litigation with the IRS on behalf of the City of Santa Rosa.

Dave served as Counsel to the Assistant Chief Counsel (Technical) – Financial Institutions and Products at the Internal Revenue Service and functioned as the highest level municipal finance expert in the Office of Chief Counsel.

Dave also served as Attorney-Advisor in the Office of Tax Policy at the United States Department of Treasury. During his tenure at the Treasury Department, Dave functioned as the only Tax Policy attorney with expertise in municipal finance and also worked with financial products. Dave worked directly with the Assistant Secretary of the Treasury (Tax Policy) and the Tax Legislative Counsel.

Tel 415 391 5780 x 239
dwalton@joneshall.com

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Professional Associations:

National Association of Bond Lawyers
Past NABL Board of Directors
Past Chair of NABL’s annual tax seminar
Past Chair of NABL’s Committee on Arbitrage and Rebate
NABL’s Bond Attorneys Workshop, Steering Committee member
American Bar Association, Tax-Exempt Finance Subcommittee member
Municipal Finance Journal, Editorial Advisory Board

Bar Admission:

State Bar of California, admitted in 1992
State Bar of Utah, admitted in 1983
Certified Public Accountant, licensed as non-practicing

Education:

University of California, Hastings College of the Law, J.D., 1983
Brigham Young University, BS Accounting, minor Economics, 1980

Other Languages:

Spanish