Overview
As a tax partner in Private Client Services, David puts his excellent people skills and sharp analytical insights to good use in helping his clients manage all manner of income tax planning, estate planning and tax structuring. He works with high-net-worth individuals and families as well as professional service firms and their owners.
Experience
He specializes in income tax planning, estate planning, and tax structuring. David has helped several clients deduct millions of dollars of real property additions by performing cost segregation studies. Driven by a desire to understand, analyze, and help to the best of his ability, he puts clients at ease with his friendly demeanor while planning out exactly how to help them make more and save more.
Education & Affiliations
David earned his Bachelor’s in Accounting at Middle Tennessee State University. He is a certified public accountant (CPA), a member of the American Institute of Certified Public Accountants (AICPA) and the Tennessee Society of Certified Public Accountants (TSCPA).
Insights
