David M. Waks

David M. Waks is a seasoned professional in the field of real estate taxation and legal services, currently serving at Waks Law Corporation & Exchange Intermediary LLC in Sacramento, CA. His role involves providing Section 1031 qualified intermediary services and assisting clients with tax-efficient structuring of real estate transactions and tax compliance. Previously, he worked at KPMG LLP in New York, NY, where he provided tax consulting and planning services related to U.S. real property investments for various clients including private equity funds and sovereign wealth funds. His responsibilities included planning and leading due diligence for asset acquisitions, preparing after-tax models for acquisitions and dispositions, and conducting legal research on a range of tax issues.David also has experience with Related Companies in New York, where he focused on the acquisition and rehabilitation of affordable housing assets, utilizing tax-exempt bonds and tax credits. He holds a Bachelor of Arts in Economics from Cornell University, a Juris Doctor from the University of California, Berkeley, School of Law, and an MBA with specializations in Real Estate and Corporate Finance from New York University, Leonard N. Stern School of Business. Additionally, he earned a Master of Laws in Taxation from New York University, School of Law. David is admitted to both the California and New York Bars and has certifications in Real Estate Financial Modeling and ARGUS Enterprise. His academic and professional achievements are complemented by several awards and honors, including the NYC Housing Court Pro Bono Service Award.