David Lister, CPA
Tax Partner, Private Client Services | Advising high-net-worth families on how to make more and keep more.
Who I work with
I work with high-net-worth individuals and families as well as professional service firms and their owners.
My specialty
I specialize in income tax planning, estate planning and tax structuring.
Results I have delivered
I’ve helped several clients immediately deduct millions of dollars of real property additions by performing cost segregation studies.
Unique things about me
I’m a big fan of the Titans and the Vols, and love traveling. I even spent three days in a tent in Zimbabwe once.
When I am not at work
When I’m not working you can usually find me spending as much time with my wife and two sons as I can. We love to watch sports together, smoke homemade BBQ, and travel.
People say I am
Helpful, friendly and passionate about helping my clients make, and save, more money.
Affiliations
I earned my Bachelor’s in Accounting from Middle Tennessee State University. I’m 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).