In This Section

Biography

Clients might say that Katy David can see around corners and predict what’s coming next, all in an effort to help them meet their missions. Katy, an experienced and energetic tax lawyer, is gifted at helping her tax-exempt clients feel safe, whether they are confronting challenges or seizing opportunities. Tax-exempt organizations of all sizes rely on Katy to guide them at formation, during their operation and growth, and—when necessary—through wind-down and dissolution. When Katy takes on a new client, she works to truly understand the impact the organization has within its community. From there, Katy is able to help clients plan and implement their strategic direction by combining her technical and legal knowledge with a gut instinct that’s been honed over more than 20 years of practice.

Katy’s love of tax law began when she was inspired by her tax law professor, the late Martin “Marty” Ginsburg. Professor Ginsburg once said that the most important thing he did was enable his wife, the late Supreme Court Justice Ruth Bader Ginsburg, to do what she did. Katy firmly believes that the most important thing she can do is help her clients achieve greatness by providing them with solid guidance, advocacy, and counsel.

When things are falling apart in a nonprofit organization, Katy David is the attorney you want in the room to triage and manage the crisis, coordinate the message, and plan for the future.

Memberships & Awards

Professional
The Best Lawyers in America®, Litigation and Controversy - Tax (2021-Present), Tax Law (2021-Present)
Texas Rising Stars, Thompson Reuters, 2005-2017
Best Tax Law Attorneys, San Antonio Scene Magazine, 2015
Rising Stars, San Antonio Scene Magazine, 2013, 2014
40 Under 40, San Antonio Business Journal, 2011
Awarded the Nolan Fellowship, American Bar Association Section of Taxation, 2010
Best San Antonio Lawyers Rising Stars, San Antonio Scene Magazine, 2005-2009

Key Experience

Issues equivalency determinations for private foundations engaged in foreign grantmaking in a variety of countries, including the Africa, Europe, South America, and Asia
Serve as outside general counsel for a New Orleans based jazz band, including managing an organizational restructuring and change in tax status, taking them from a private foundation to a public charity
Created and obtained I.R.C §501 (c)(3) status for multi-million dollar endowment fund to support a major regional charitable organization

Work Experience

2021 Steptoe & Johnson PLLC
2018-2021 Clark Hill PLC
2011-2018 Strasburger & Price, LLP
2003-2011 Oppenheimer, Blend, Harrison and Tate, Inc.