Managing Director | Tax
David Benz is a Managing Director in FGMK's Tax Practice with nearly 35 years of tax experience advising investment funds, private equity firms, real estate enterprises, and privately held businesses. As both a tax advisor and licensed attorney, David helps clients navigate complex partnership taxation, transaction structuring, and tax planning matters while developing practical strategies that support their business and investment objectives.
David specializes in partnership taxation, M&A and transaction tax planning, entity structuring, and tax compliance for pass-through entities. He has extensive experience advising hedge funds, private equity funds, venture capital funds, broker-dealers, REITs, and other alternative investment vehicles on complex tax, structuring, and operational matters. A recognized thought leader, David has taught partnership taxation at law schools and graduate accounting programs, serves as a technical resource and expert witness on complex tax matters, and frequently speaks on issues affecting the alternative investment sector.
His industry experience includes asset management, private equity and venture capital, real estate, specialty finance, digital assets, broker-dealers and futures commission merchants, and business services. David works closely with investment funds, private equity-backed companies, real estate entities, partnerships, and other pass-through organizations, helping clients address complex tax considerations across the investment lifecycle.
David joined FGMK in 2021 as a Managing Director in the firm's Tax Practice. Prior to joining FGMK, he held leadership positions at Crowe, Deloitte, Rothstein Kass, and WTAS, including serving in national technical leadership roles within the investment management sector. He also served as Chair of the Tax Department at Sommer Barnard PC, a law firm focused on private equity transactions, and began his career as a member of Arthur Andersen's national pass-through and real estate tax teams.
Managing Director | Tax
David Benz is a Managing Director in FGMK’s Tax Practice with nearly 35 years of tax experience advising investment funds, private equity firms, real estate enterprises, and privately held businesses. As both a tax advisor and licensed attorney, David helps clients navigate complex partnership taxation, transaction structuring, and tax planning matters while developing practical strategies that support their business and investment objectives.
David specializes in partnership taxation, M&A and transaction tax planning, entity structuring, and tax compliance for pass-through entities. He has extensive experience advising hedge funds, private equity funds, venture capital funds, broker-dealers, REITs, and other alternative investment vehicles on complex tax, structuring, and operational matters. A recognized thought leader, David has taught partnership taxation at law schools and graduate accounting programs, serves as a technical resource and expert witness on complex tax matters, and frequently speaks on issues affecting the alternative investment sector.
His industry experience includes asset management, private equity and venture capital, real estate, specialty finance, digital assets, broker-dealers and futures commission merchants, and business services. David works closely with investment funds, private equity-backed companies, real estate entities, partnerships, and other pass-through organizations, helping clients address complex tax considerations across the investment lifecycle.
David joined FGMK in 2021 as a Managing Director in the firm’s Tax Practice. Prior to joining FGMK, he held leadership positions at Crowe, Deloitte, Rothstein Kass, and WTAS, including serving in national technical leadership roles within the investment management sector. He also served as Chair of the Tax Department at Sommer Barnard PC, a law firm focused on private equity transactions, and began his career as a member of Arthur Andersen’s national pass-through and real estate tax teams.