Mr. Davis is a partner in Calvo Fisher & Jacob’s Dallas, Texas office. His practice focuses on sophisticated income tax and estate tax planning, trust planning, asset protection, charitable planning, and probate. He also has extensive experience in tax controversy matters, handling federal and state taxpayer examinations, appeals, civil and criminal tax litigation, and other contested tax matters in state and federal courts.
He is a frequent speaker at various national and international institutes, seminars and meetings on estate and trust planning, domestic and international tax controversy, and tax compliance matters, including multinational filing requirements (FBAR filing requirements), international audit representation, and administrative law matters.
Mr. Davis graduated from Culver Military Academy, received his Bachelor of Arts degree from Vanderbilt University, attended Vanderbilt University Law School during his senior year at Vanderbilt University, and received his Juris Doctor degree from SMU Dedman School of Law in Dallas.
Prior to entering the practice of law, Mr. Davis served as a trust officer and later as chairman of the trust departments and tax counsel for two Dallas national banks.
Mr. Davis is admitted to practice before the Supreme Court of Texas, the United States Supreme Court, the U.S. Fifth Circuit Court of Appeals, the U.S. District Court for the Northern, Eastern and Western Districts of Texas, the U.S. Tax Court, and the U.S. Court of Federal Claims.
He is an active member of the State Bar of Texas - Taxations and Criminal Justice Sections, American Bar Association - Tax Section (Committee on Civil and Criminal Penalties, Chairman of the Attorney-Client and Constitutional Privileges Sub-Committee) and International Law Section, and Federal Bar Association - Taxation Section. He is also a member of the College of the State Bar of Texas, the Dallas Bar Association, the Dallas Bar Foundation, the National Association of Criminal Defense Lawyers, and the International Tax Planners Association.
Mr. Davis is a member of the Planned Giving Advisory Council of The Carter Center in Atlanta, Georgia founded by former President Jimmy Carter and his wife,, Rosalyn. He is also a member of the Planning Committee for the UCLA Extension Annual Tax Controversy Institute.
The Martindale-Hubbell peer review ratings system recognizes Mr. Davis as an attorney with an AV preeminent rating, which means that his peers rank him at the highest level of professional excellence.