David Herzog - Pinnacle Law Group, LLP

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Contact Information

David Herzog

Pinnacle Law Group, LLP

425 California Street, Suite 1800

San Francisco, CA 94104

415-394-5700

Practice Areas
  • Real Estate-Business
  • Business Formation
  • Corporate Law
  • Tax-Personal
  • Real Estate-Personal
  • Tax-Business
  • About
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I am an associate at Pinnacle Law Group LLP, a full-service law firm in downtown San Francisco. With primary practice areas in business, tax, and real estate, I have an extensive and wide-ranging background in advising California businesses and individuals in a variety of circumstances and transactions, from simple to complex, formation to liquidation, sole proprietor to large corporation, employee to CEO.

With over 14 years’ experience, I have negotiated and documented mergers, acquisitions, asset purchases, stock purchases, reorganizations, recapitalizations, buy-sells, partnership agreements, nondisclosures, licensing agreements, distribution agreements, manufacturer’s representative agreements, consulting contracts, software development agreements, option agreements, commercial leases and commercial real estate purchase and sale contracts. I have advised clients regarding partner, member and shareholder rights, including dispute and dissolution negotiation, as well as corporate officer and director duties.

My entity formation practice includes nonprofit entities such as educational, religious and charitable organizations. I have also advised clients regarding private placement memoranda and exempt offerings.

My clients have included a wide range of businesses: contractors, real estate brokers, home building suppliers, fast-food restaurant owners/franchisees, mortgage brokers, real estate developers, real estate partnerships, jewelers, wine grower associations, bicycle shops, aerobics studios, clothing stores, restaurants, bars, doctors, dentists, plumbers, acupuncturists, day traders, roofers, scientists, and barbeque sauce sellers.

My prior litigation experience provides my clients with invaluable insight into preventative legal maintenance, whether I am advising a business selling products or services to the public, a business that has more than one owner, or a business with new and inexperienced leadership.

My tax practice includes a wide range of advice for individuals, corporations, LLCs, and partnerships. Areas in which I have provided extensive tax advice include personal income tax, corporate and partnership tax, real estate property tax, estate and gift tax, real estate income tax, tax procedures, and succession of family-owned businesses and real estate. With an advanced legal degree in tax (LL.M., 2003), and a Certification from the State Bar of California as a tax specialist, I am able to confidently provide a wide range of tax advice while still also being able to guide the client through the non-tax aspects of a simple or complex transaction.

In addition to my legal practice, I also volunteer as a Lawyer in the Library for the Alameda County Bar Association, providing free legal advice to patrons of the downtown Oakland library.

Education:
LL.M. (Tax), with honors, Golden Gate University, San Francisco, CA 2003
J.D., Golden Gate University, San Francisco, CA, 1993
M.A., Johns Hopkins University, Baltimore, MD, 1987
B.A., University of Western Ontario, London, Canada, 1985

Admissions, Licenses, and Certifications:
State Bar of California: Taxation Section; Business Law Section; Real Property Law Section
California Real Estate Broker’s License
State Bar of California: Certified Tax Specialist

Affiliations:
Bar Association of San Francisco; Real Estate Section
Alameda County Bar Association: Lawyers in the Library, Chair, 2008; Business Section; Real Estate Section
American Bar Association: Taxation Section; Business Section; Real Estate Section
East Bay Tax Club

Professional
 
Undergraduate: University of Western Ontario, London, Canada
Law School: Golden Gate University
Admitted to Bar: 1993
Practice Areas: Business > Tax-Business
Personal > Tax-Personal
Personal > Real Estate-Personal
Business > Corporate Law
Business > Real Estate-Business
Business > Business Formation
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Home Town: St. Catharines, Ontario, Canada
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