David is a partner in the private client and tax team.
He has extensive experience in federal and state income, estate and gift taxation. With David’s wide range of business and financial knowledge, his clients look to him to apply his experience to structure complex business transactions and relationships and solve a variety of business-oriented problems while utilizing the benefits of trust, estate and tax planning.
David’s clients include investors, entrepreneurs, senior level executives, family offices and fund managers and principals. His practice includes structuring investments and acquisitions, asset protection and preservation, and trust and estate planning. These issues generally involve coordinating income tax issues, estate and gift tax issues and many other concerns in one comprehensive plan to maximize the benefit for clients as they address the myriad of issues that face high net worth individuals and their families.
David is a Fellow of the American College of Tax Counsel, an organization in which membership is an honor reserved for those at the top of the tax profession. The College’s members, called “Fellows,” are recognized for their extraordinary accomplishments and professional achievements and for their dedication to improving the practice of tax law.
He lectures frequently on a variety of tax areas, including individual income and estate tax planning as well as corporate and business tax issues.
David is regularly quoted in the Wall Street Journal, Hearst Publications and various other professional journals and newsletters.