Tax & Business
About Partner
David is a Tax Partner in our Woodland Hills and Beverly Hills accounting offices and a key member of the Firm’s Tax Committee. He has over 25 years in the public accounting field with extensive experience working with privately held companies in the areas of wealth transfer, tax planning, and a variety of industries including commercial and residential real estate, professional service practices, manufacturing & distribution, property management companies, high net worth families and entertainment.
Industry Focus
- High-Net-Worth Individuals & Families
- Entertainment
- Professional Practices
- Privately Held Companies
- Manufacturing & Distribution
- Professional Services
- Real Estate
Practice Focus
- Tax Planning, Research, Reporting and Compliance
- Business and Compliance needs of Limited Liability Companies
- Estate Planning
- Partnerships
- Wealth Management
Professional & Civic Affiliations
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- West Valley YMCA
Education
Loyola Marymount University
Bachelor of Science, Accounting
University of Southern California
Master’s in Business Administration
Awards
Named a 2023 Top 100 Accountant by the Los Angeles Business Journal