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About the Presenter
As chair of the firm's Tax Practice group, David helps businesses and individuals with a broad range of tax planning and federal and state controversy matters, estate planning, business transactions and valuations. A CPA with a Master of Laws in Taxation from Georgetown University Law Center, he is accredited in estate planning by the National Association of Estate Planners and Councils and in business valuation by both the American Institute of Certified Public Accountants and the National Association of Certified Valuators and Analysts. With over 40 years of experience, David brings a high level of expertise, creativity, sound judgment and personal attention to helping solve his clients' tax, estate and business matters.
David is a nationally recognized tax authority and speaks to various industry groups throughout the country. Co-author of J.K. Lasser's book, Year-Round Tax Strategies, for 16 years, he has been frequently quoted in a number of publications, including the Wall Street Journal and the New York Times. He has also testified as an expert witness over 50 times in tax, estate, business valuation and economic income matters.
Additionally, David is active in many professional groups. Among them are the American Academy of Attorney-Certified Public Accountants, where he formerly served as National President and received the Louis S. Goldberg Memorial Award for lifetime service to the organization, and the Bar Association of Montgomery County and Foundation, which recognized him as an Honorary Life Bar Leader for his many years of committed service. Click here to read David's full biography.
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