For David, success is measured in client satisfaction. He starts every relationship by listening carefully to each client’s needs and goals, and then thoughtfully looks for strategies that can reduce their cash outflows and decrease complexity.
David focuses on helping closely held, middle-market clients with their ASC 740 compliance, multistate tax concerns, partnership structuring, accounting method changes, and mergers and acquisitions issues for S corporations and partnerships. Business owners rely on David to help guide them through the lifecycle of their business, from entity formation through passing assets on to future generations. He is also well versed at providing tax strategies for high net-worth individuals and their families.
When he’s not helping clients achieve their goals, David can be found skiing, road biking, and traveling.