Dave has more than 20 years of experience providing practical, proactive advice to clients on complex tax and business initiatives. He has extensive expertise in entity and transaction structure, mergers and acquisitions, joint ventures and reorganizations for owner-operated businesses and private equity-backed portfolio companies. Dave also handles tax compliance reporting and planning for Partnerships, and S Corporations. He has worked in the healthcare, dealership, technology, private equity and professional services industries.
Dave provides high net worth individuals and family groups with sound guidance in the areas of income tax compliance, tax planning, estate and gifting strategies, wealth transfer and private equity. In addition to being a CPA, Dave is also a Certified Financial Planner (CFP) and a Certified Exit Planning Advisor (CEPA). His experience and professional certifications provide Dave with the tools necessary to foster effective communication across various members of the client’s advisory team with the goal of providing clients with the most comprehensive, efficient and practical solutions possible.