David Shurberg

Ernst & Young LLP
shurberg_david_2015

David Shurberg is a partner in the Ernst & Young Transaction Advisory Services practice. He advises both domestic and international clients regarding tax issues arising with respect to investing in financial services businesses, including assessing historic and prospective tax risks, tax structuring, post-deal integration, as well as divesting. His practice includes advising domestic, inbound and outbound investors.
     Mr. Shurberg serves both private equity and corporate clients considering investments in the banking and capital markets, asset management, and insurance sectors. His practice spans the life cycle of a corporation's capital raising and divesting activities, including public and private acquisitions, divestitures, stock offerings, corporate restructurings, leveraged buyouts, and financings. Mr. Shurberg also participates in the review of the tax treatment of financial transactions in connection with tax provisions for several large clients.

Education:

M.B.A., Columbia Business School
B.A., Wharton School of the University of Pennsylvania, summa cum laude

Bloomberg BNA Tax Management Portfolios:

187 T.M., Taxation of Non-Equity Derivatives (co-author)