Staff

Dick Davis has served businesses and individuals in tax related matters for twenty five years. He has represented clients before the IRS, the Virginia Department of Taxation, and the United States Tax Court. Mr. Davis has significant experience in negotiating settlements involving substantial tax liabilities. In addition to his tax controversy work, his areas of practice include sale of business tax planning, qualified retirement plan design and compliance, ERISA compliance, executive compensation planning, and estate planning. Mr. Davis has conducted continuing education tax seminars for attorneys and certified public accountants and has written articles on ERISA, qualified retirement plans, and tax related matters affecting both businesses and individuals.

dick@taxcounsel-ltd.com

Educational Background

B.A., magna cum laude, Phi Beta Kappa, Washington & Lee University
M.A., University of Texas
J.D., Marshall-Wythe School of Law, College of William & Mary
L.L.M., Taxation, Marshall-Wythe School of Law, College of William & Mary.

Nancy Arthur is a paralegal who has worked in retirement plan administration for over 19 years. 13 of these years have been with Mr. Davis. They worked together for 12 years at Williams Mullen, Virginia’s 3rd largest law firm, and now, at Tax Counsel, Ltd., Mr. Davis and Ms. Arthur continue to serve plans and plan sponsors at very competitive rates. These services include plan design, plan asset valuations, discrimination testing (401(k) and otherwise), and annual IRS/DOL reporting (Form 5500).

nancy@taxcounsel-ltd.com

Educational Background

B.A., Economics, Randolph-Macon College.