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LICENSED IN:
Texas
EDUCATION:
Texas Tech University
Bachelor of Business Administration, Accounting
CERTIFICATIONS:
Certified Public Accountant (CPA)
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EXPERIENCE
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AREA OF FOCUS
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AFFILIATIONS
David has more than 15 years of progressive accounting and tax experience across a wide array of industries, including small- to mid-size companies, as well as more complex corporate structures. He has a wealth of knowledge in financial and tax planning for closely held businesses and high-net worth individuals. David also serves as the firm's lead partner within the estate, gift, and trust services area. Some of David’s responsibilities include the review of individual, corporate, and partnership income tax returns, as well as state income and franchise tax returns. He also provides consultation on more complex accounting issues, including estate planning, exit planning, and consolidations/acquisitions. In addition, David also supervises and trains our current tax staff, along with working with his clients to research any additional tax resolutions.
Estate Planning
Real Estate
Manufacturing & Distribution
American Institute of CPAs (AICPA) — Member
Texas Society of CPAs (TSCPA) — Member
Dallas Chapter of TSCPA — Member
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EXPERIENCE
David has more than 15 years of progressive accounting and tax experience across a wide array of industries, including small- to mid-size companies, as well as more complex corporate structures. He has a wealth of knowledge in financial and tax planning for closely held businesses and high-net worth individuals. David also serves as the firm's lead partner within the estate, gift, and trust services area. Some of David’s responsibilities include the review of individual, corporate, and partnership income tax returns, as well as state income and franchise tax returns. He also provides consultation on more complex accounting issues, including estate planning, exit planning, and consolidations/acquisitions. In addition, David also supervises and trains our current tax staff, along with working with his clients to research any additional tax resolutions.
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AREA OF FOCUS
Estate Planning
Real Estate
Manufacturing & Distribution
-
AFFILIATIONS
American Institute of CPAs (AICPA) — Member
Texas Society of CPAs (TSCPA) — Member
Dallas Chapter of TSCPA — Member
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PUBLICATIONS
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PRESENTATIONS
Blind Spots - Tax, estate, and philanthropic strategies for business owners
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PUBLICATIONS
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PRESENTATIONS
Blind Spots - Tax, estate, and philanthropic strategies for business owners