DAVIS MALM ATTORNEY AVI M. LEV CONDUCTS WORKSHOP AT
NEW ENGLAND ARCHIVISTS FALL MEETING

On Saturday, November 7, Davis Malm attorney Avi M. Lev conducted a well-received workshop on "Monetary Appraisals" at the New England Archivists Fall Meeting. Mr. Lev discussed when appraisals are necessary for tax purposes; specific tax regulations affecting appraisals; the requirements for substantiation of charitable donations; elements of qualified appraisals; what credentials qualify appraisers; and penalties imposed on appraisers for incorrect appraisals.

Mr. Lev is a Senior Tax Attorney at Davis Malm. He assists clients with tax planning and transactional analysis at the federal, state, and international levels, and represents taxpayers in disputes with the Internal Revenue Service, Massachusetts Department of Revenue and other tax authorities. Mr. Lev is active in Davis Malm’s Nonprofit Organizations practice area, which adopts a pragmatic approach to resolving the regulatory, tax, and governance problems that uniquely challenge tax-exempt organizations in today’s environment. He advises numerous churches, temples, and other religious organizations; schools; museums and art associations; housing cooperatives; quasi-public financing agencies; and other public charities dedicated to relieving poverty, helping children, and achieving other social goals.

About Davis, Malm & D'Agostine, P.C.
Founded in 1979, Davis Malm is a premier mid-sized, full-service New England firm. The firm provides sophisticated, cost-effective legal representation to local, national, and international public and private businesses, institutions, and individuals in a wide spectrum of industries. The attorneys at the firm practice at the top level of the profession and deliver successful results to clients through direct partner involvement, responsive client service, and practical and creative problem solving.