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Upchurch, Bailey & Upchurch, P.A.Member
Donald W. Wallis
Pro

Donald W. Wallis

5.0
1 review

780 North Ponce de Leon Boulevard, P. O. Drawer 3007, St. Augustine, FL 32085-3007

Federal Income Tax, Federal Tax Controversies, State Tax Controversies and 17 more

About Donald W. Wallis

Recipient: Peer-designated "Florida Super Lawyer" 2006-2011; Volunteer of the Year Award, Volunteer Jacksonville, Inc. 2000; Charles A. Dukes Award for Outstanding Volunteer Service, Duke University Alumni Association 2000. Contributing Editor, Journal of Partnership Taxation, 1989-1995. Member, Professional Advisory Council, Community Foundation of Jacksonville. Volunteer Attorney, St. Johns County Legal Aid. Volunteer High School Resource, Justice Teaching. Certified Facilitator, The 7 Habits of Highly Effective People. Member, Board of Directors and Past President, Duke Club of Greater Jacksonville. Member and Past Chair, Duke University Alumni Admissions Advisory Committee. Chair: First America Foundation, Inc., 2010-2011; St. Johns County Chamber of Commerce, 2008-2009; St. Johns Vision, Inc., 2007. Leadership St. Johns (Alumnus Class of 2007). President, Beaches Fine Arts Series, Inc., 1990-2000. Member, Jacksonville Chamber of Commerce Task Force on Community Leadership Initiative, 1998-2000.

 

Donald W. Wallis (St. Augustine, Florida) View website

Awards

AV Preeminent Peer Rated
This elite award is granted to attorneys who have been recognized by their peers for their very high ethical standards, with an average peer review score of 4.5 or higher.
Martindale-Hubbell Peer AV

Client Champion Awards

Client Champion awards recognize those attorneys who excel at service as affirmed by their clients. The awards, based on the quantity and quality of an attorney’s Martindale-Hubbell client reviews, demonstrate an ongoing commitment to delivering excellent client service. Award recipients stand out from their peers with a platinum, gold or silver icon.

Champion Badge Silver

At least three reviews and a score of 4.0 or higher.

Champion Badge Gold

At least six reviews and a score of 4.2 or higher.

Champion Badge Platinum

At least ten reviews and a score of 4.5 or higher.

Martindale Peer Awards

A lawyer who receives a minimum threshold of qualifying responses from fellow attorneys can qualify for one of three prestigious Martindale-Hubbell Peer Review Ratings:

Martindale-Hubbell Peer AV Preeminent Rating

AV Preeminent®: The highest peer rating standard. This rating signifies a large number of the lawyer’s peers rank him or her at the highest level of professional excellence for their legal knowledge, communication skills and ethical standards.

Donald W. Wallis got this award in 2021

Martindale-Hubbell Peer Distinguished Rating

Distinguished: An excellent rating for a lawyer with some experience. This rating indicates the attorney is widely respected by their peers for high professional achievement and ethical standards.

Martindale-Hubbell Peer Notable Rating

Notable: This rating indicates that the lawyer has been recognized by a large number of their peers for strong ethical standards.

Avvo Awards

Avvo Top Contributor

Avvo Top Contributor: The Avvo Top Contributor Award is granted to attorneys who have earned significant contribution points in a given year on our sister site, Avvo.com. Contribution points are earned by answering questions in Q&A, publishing Legal Guides, and other useful contributions to the Avvo community.

Avvo Client Choice

Avvo Client’s Choice: The Avvo Client's Choice Award Badge is granted to attorneys with a significant number of 4+ star reviews in a given year.

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Services

Areas of Law

  • Taxation 1
    • Tax Planning
  • Corporate Law 2
    • Corporate Governance
    • Corporate Taxation
  • Other 17
    • Federal Income Tax
    • Federal Tax Controversies
    • State Tax Controversies
    • Tax Litigation
    • Business Acquisitions
    • Business Divestitures
    • Mergers and Acquisitions
    • Family Partnerships
    • Partnership Organization
    • Partnership Taxation
    • Corporate Organization
    • Corporate Reorganization
    • Professional Corporations
    • S Corporations
    • Tax Exempt Organizations
    • Like Kind Exchanges
    • Sales and Use Tax

Practice Details

  • Payment Information
    Payment & Cost Features
    Fixed fees available
    Accepted Credit Cards
    American Express
    Discover
    MasterCard
    Other
    Visa
  • Firm Information
    Position
    Member
    Firm Name
    Upchurch, Bailey & Upchurch, P.A.
  • Pro Bono Services
    Time Spent on Pro Bono Work: 5%

    St. Johns County Legal Aid

  • Additional Links
    http://www.ubulaw.com

Experience

  • Bar Admission & Memberships
    Admissions
    1974, Florida
    1975, U.S. Tax Court
    1977, U.S. District Court, Middle District of Florida
    1978, U.S. Court of Appeals, Fifth Circuit and U.S. Claims Court
    1979, U.S. Supreme Court
    1982, U.S. Court of Appeals, Eleventh Circuit
    1983, U.S. Court of Appeals, Federal Circuit
    2010, U.S. Court of Appeals for the District of Columbia Circuit
    Memberships
    St. Johns County and American (Member, Taxation Section) Bar Associations
    The Florida Bar (Member, Tax Section
    Executive Council, 1977-1979).
  • Education & Certifications
    Law School
    Duke University
    Class of 1974
    J.D.
    Other Education
    Duke University
    Class of 1971
    A.B.
  • Personal Details & History
    Age
    Born in 1950
    Wilkes-Barre, Pennsylvania, August 22, 1950
    Hobbies & Interests
    Sailing, Cycling, Reading

Contact Donald W. Wallis

Member at Upchurch, Bailey & Upchurch, P.A.
5.0
1 review

780 North Ponce de Leon BoulevardP. O. Drawer 3007St. Augustine, FL 32085-3007U.S.A.

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Fax: 904-825-4862
Office Hours:
  • Monday 08:00 AM - 05:00 PM
  • Tuesday 08:00 AM - 05:00 PM
  • Wednesday 08:00 AM - 05:00 PM
  • Thursday 08:00 AM - 05:00 PM
  • Friday 08:00 AM - 05:00 PM

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Attorneys FAQs

  • Is this attorney admitted to practice in any U.S. Federal Courts?
    Donald W. Wallis is admitted to practice before the United States Court of Appeals for the District of Columbia Circuit, United States Court of Appeals for the Eleventh Circuit, United States Court of Appeals for the Federal Circuit, United States District Court for the Middle District of Florida, United States Supreme Court and United States Tax Court.
  • Is this attorney Martindale-Hubbell Peer Review rated?
    Yes, Donald W. Wallis has a 5.0 Peer Rating from Martindale-Hubbell.
  • Does this attorney offer any legal services for a flat fee?
    Yes, Donald W. Wallis offers fixed fees for certain legal services.
  • Does this attorney accept major credit cards?
    Yes, Donald W. Wallis will accept American Express, Visa, Discover and MasterCard.
  • What year was this attorney's law firm established?
    Upchurch, Bailey & Upchurch, P.A. was established in 1925.

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