Overview
Dave leads a team of managers and associates to deliver strategic tax solutions for real estate clients such as real estate investors, dealers, developers, brokers, and syndicators. His specialties include technical transaction structuring, 1031 like-kind exchanges, and the formation and compliance of Funds, REITs, and Delaware Statutory Trusts (DSTs). Dave brings a solutions-oriented approach that combines technical depth with commercial awareness, ensuring complex tax issues are resolved without ever losing sight of the broader business objectives.
Experience
Dave advises clients on how to leverage real estate to minimize tax liabilities, navigate DST compliance challenges, and optimize Qualified Opportunity Zone (QOZ) investments. Throughout his career, he has helped clients achieve significant results, including facilitating a 1031 exchange where a $30 million property sale was successfully reinvested into 20 separate replacement properties. This transaction avoided boot recognition and preserved future tax benefits, demonstrating his ability to manage intricate tax strategies while aligning with client goals.
Education & Affiliations
Dave is a member of the American Institute of Certified Public Accountants (AICPA), the New Jersey Society of CPAs, REAL Professional Network, and the Greater New Jersey Estate Planning Council. He is a graduate of Ramapo College of New Jersey.