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David Keligian, J.D., M.B.A., CPA
Partner
David.Keligian@brownandstreza.com
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Assistant: Kate Lee (Kate.Lee@brownandstreza.com)

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David Keligian is a partner with the Orange County, California law firm of Brown & Streza LLP. David’s practice emphasizes counseling closely held and start-up business ventures and their founders. His representation of business owners includes income, estate and asset protection planning, acquisitions and dispositions of businesses, and the resolution of tax controversies.
 
David received his Juris Doctor with Moot Court Honors, his M.B.A. as a Dean's Scholar, and his B.S. in Accounting, Magna Cum Laude - all from the University of Southern California. Prior to joining Brown & Streza, David spent eighteen years as a tax attorney and shareholder at The Busch Firm, prior practice as the managing partner of a 25 attorney business law firm, as well as practicing as a C.P.A. with Peat Marwick. His public accounting experience included consulting regarding acquisitions and dispositions of U.S. businesses and real estate, corporate taxation, international transfers of know-how and technology, and tax planning for non-resident individuals and corporations.
 
David is widely published on a range of tax, accounting, and finance subjects, and a well-recognized panelist and lecturer for the California Continuing Education of the Bar, California CPA Foundation, U.S. Federal Court, California Department of Real Estate, and the California Society of CPAs on various tax and accounting topics.
 
David is very involved in the community as Director and CFO of the Armenian Eye Care Project, which honored him with its Lifetime Humanitarian Award; a member of the Board of Trustees of the Diocese Endowment Fund; and a prior member and Chairman of the Legal Committee of the Ararat Home of Los Angeles.
  • Counseling closely held and start-up business ventures
  • Income, estate and asset protection planning for their owners
  • Business succession planning
  • Acquisitions, dispositions and joint ventures
  • Resolution of tax controversies
  • Corporate and real estate tax planning
  • Brown & Streza LLP, Irvine, California: Partner, 2011 - Present
  • The Busch Firm, Irvine, California: Tax Attorney/Shareholder, 1993 to 2011
  • Grayson, Givner, Booke, Silver & Wolfe, Encino, California: Managing Partner, 1992
    • Admitted to partnership 1990
    • Tax Associate, 1986-1989
  • Freshman, Marantz, Orlanski, Comsky & Deutsch, Beverly Hills, California: Tax Associate, 1984-1986
  • Peat, Marwick, Mitchell & Co., Los Angeles, California: 4 years practice as C.P.A. 1979 - 1983
  • Juris Doctor, University of Southern California - 1980
    • Moot Court Honors
  • Master of Business Administration, University of Southern California - 1980
    • Dean's List (all semesters)
  • Certified Public Accountant, California - 1982
  • Bachelor of Science, Accounting, Magna Cum Laude, University of Southern California - 1977
Admissions:
  • United States District Court, Central District of California - 1980
  • United States Court of Appeal, Ninth Circuit - 1980
  • United States Tax Court - 1982
  • United States Claims Court - 1986
  • “Tax and Accounting Elections”
    • Co-author of “Tax and Accounting Elections” Chapter of CEB Financing and Protecting California Businesses, February 2013
    • CEB (Continuing Education of the Bar) is committed to the professional development of California attorneys on practical ways to engage in both basic and advanced legal representation of their clients.
  • “Winning Independent Contractor Disputes With an IRS Predisposed to Find Employees”
    • The Journal of Taxation, November 2011
  • "Taxation of Life Settlements - Unanswered Questions After Revenue Rulings 2009-13 and 2009-14"
    • Co-author, The Journal of Taxation, October 2009
  • "LLCs for Start-Ups: Yes or No?"
    • Business Law News, State Bar of California, Issue 4 2004
  • "Family Partnerships and Code Section 2036 - - Judicial Activism Targets Family Entities"
    • Taxes, September, 2003
  • "Agreements Among Founders"
    • Capitalizing and Protecting New Businesses, California Continuing Education of the Bar, 1996, and subsequent updates
  • "Tax and Accounting Elections"
    • Capitalizing and Protecting New Businesses, California Continuing Education of the Bar, 1996, and subsequent updates
  • "GRATs and GRUTs: What They Are and How to Draft Them (with Checklist)"
    • The Practical Tax Lawyer, (national A.B.A. publication) Winter 1995
  • "Appraisal Issues Now Require Greater Attention for Tax Planning to be Effective"
    • The Journal of Taxation, February, 1994
  • "Successfully Representing Clients Before The IRS"
    • Course materials published by California Society of CPAs, 1993
    • Awarded "Outstanding Course Material Award" from Society
  • Co-author, supplement to "Tax Practice in California"
    • California Continuing Education of the Bar, 1987 to 1991
  • "A Primer on the New Passive Loss Rules"
    • Practical Tax Lawyer, Summer, 1987
  • "A Weaker U.S. Dollar - Influx of Foreign Entertainment Companies"
    • Los Angeles Business Journal, April, 1988
  • "Deal Making Protocol with the Japanese"
    • Hollywood Reporter, August, 1988
  • "Passive Activity Regulations Require More Sophistication in Record Keeping"
    • Taxation for Accountants, October, 1988
    • Reprinted in Taxation for Lawyers, November/December, 1988
  • "FIRPTA - A Manual for Escrow Officers"
    • Co-Author, for California Escrow Association, November, 1988
  • "Don't Rush to Open Your Business Files to the IRS"
    • Los Angeles Business Journal, September, 1989
  • "Liability of Tax Return Preparers"
    • book review, Los Angeles Daily Journal, November 14, 1989
  • "Financing Laws Transform Corporate Landscapes"
    • Los Angeles Business Journal, (article on use of ESOPs for LBOs), December 11, 1989
  • "IRS Hits Independent Contractor Issue"
    • Los Angeles Business Journal, September 3, 1990
  • "Avoiding Tax Disasters"
    • San Fernando Valley Construction Journal, January and February, 1991
  • "Using Exchanges Effectively"
    • San Fernando Valley Construction Journal, March, 1991
  • "Questions and Answers on Exchanges"
    • San Fernando Valley Construction Journal, April, 1991
  • "Audits of Developers and Contractors - What the IRS Looks For"
    • San Fernando Valley Construction Journal, May, 1991
  • "Leading Edge Tax Planning with Family Partnerships"
    • San Fernando Valley Construction Journal, August, 1991
  • "Tax Planning with Trusts"
    • San Fernando Valley Construction Journal, September, 1991
  • Other articles authored for San Fernando Valley Construction Journal include "Tax Planning for a Bad Real Estate Market", "Audit Survival Tips", "Understanding IRS Procedures", and "The IRS Collection Process"

 

  • 2011 - 2013 OC Top Attorney as published in OC Metro Magazine, August 2011, August 2012 & August 2013
    • The Avvo rating is an evaluation of an attorney's background calculated using a mathematical model that evaluates years in practice, disciplinary history, professional achievements, and industry recognition.
  • Received California Society of CPAs award for top course materials for Federal Tax Procedure course.
  • Speaker, USC Tax Institute, 2011
  • Moderator and Panelist, California Continuing Education of the Bar, 2009
    • How to Think Like an MBA: Business Concepts for Lawyers
  • Instructor, Lorman Educational Services, 2004
    • Recognizing the Blind Spots in the World of Partnerships, LLPs and LLCs
  • Instructor, National Business Institute, 2003
    • Family Limited Partnerships and Limited Liability Companies in California
  • Instructor, Lorman Educational Services, 2003
    • Partnerships, LLCs, and LLPs - Organization and Operation in California
  • Panelist, California Continuing Education of the Bar, Advanced Course of Study, 2000 to present,
    • Representing Start-Ups and Emerging Growth Companies
  • Panelist, OCBA Capital Markets Conference, 1999
    • Selected Planning Concerns for Company Founders
  • Consultant, materials on limited partnerships, published by California Continuing Education of the Bar, 1996
    • Selecting and Forming Business Entities
  • Panelist, California Continuing Education of the Bar, 1991 and 1992
    • Recent Developments in Business Law Practice
  • Panelist, Tax Section of the State Bar of California, 1991
    • Tax Planning for Real Estate Dispositions and Exchanges
    • Taped and distributed by The Rutter Group
  • Panelist, Tax Section of the State Bar of California, 1991
    • New Developments in Estate and Gift Planning
    • Taped and distributed by The Rutter Group.
  • Consultant on business valuation, published by California Continuing Education of the Bar, 1991
    • Business Buyout Agreements
  • Panelist, Tax Section of the State Bar of California, 1990
    • Corporate Tax Planning and Drafting for the Acquisition and Disposition of Corporate Business
    • Taped and distributed by The Rutter Group
  • Panelist, California Continuing Education of the Bar, 1986 to present
    • Accounting for Lawyers
  • Panelist, California Continuing Education of the Bar, 1990
    • Advising California Professional Partnerships and Corporations
  • Instructor, California CPA Foundation, 1990 to 1992
    • Tax Issues in Bankruptcy and Debt Restructuring
  • Instructor, California CPA Foundation, 1988
    • Issues in Real Estate Taxation I and II
  • Instructor, U.S. Federal Court, on accounting and finance
  • Lecturer, CES Seminars, on corporate valuation and transactions and tax aspects of real estate
  • Lecturer and Instructor, California Society of CPAs, Los Angeles and Orange County chapters, on various tax topics
  • Guest Lecturer, U.C.L.A. Extension, on real estate tax and finance, 1989 and 1990
  • Planning Committee and Speaker on structuring ESOPs, California Society of CPAs 1989 Pension Planning Conference
  • Guest Commentator on real estate taxation, The Business Channel, 1990
  • Instructor and Course Author, Educational Seminars Ltd., 1990
    • Strategies in IRS Representation
  • Pre-Approved Instructor, Section 1031 Exchanges, California Department of Real Estate, Education Division, 1990
  • Pacific Club-Membership and Legal Committees, 2010 - 2012
  • Director and CFO. Armenian Eye Care Project 2002 - 2012
    501(c)(3) organization with over $2 million in annual revenues. AECP operates a mobile eye hospital and clinics, offers physician training and fellowships, and provides patient screening, free surgical procedures, and public education in the Republic of Armenia
  • Board of Trustees, Western Diocese Endowment Fund 2000 - 2010
    Endowment Fund which supports the operations of the Western Diocese of the Armenian Church of North America
  • Chairman of Audit Committee, Armenian Assembly of America 2003 - 2008
    Chairman of Audit Committee for Section 501(c)(3) organization with over $25 million in assets
  • Ararat Home of Los Angeles 1992 - 2000
    $25,000,000 old age and nursing facility, Chairman of Legal Committee, 1999 – 2000
 
 
 

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