David is an established tax professional with over 40 years of experience delivering comprehensive tax and accounting solutions to his clients.
- Areas of concentration include income tax planning and compliance for individuals, partnerships and corporations
- Advises a variety of industries including:
-Medical
-Real estate
-Hospitality - Specializes in trust and estate compliance issues, as well as post mortem administration
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- Emeritus member of the Estates and Trusts Committee of the Children’s Hospital Foundation
- Works with local universities to make presentations at Student Accounting Society events
- Treasurer of the San Diego Crew Classic Foundation
Location
San Diego, CA
Education
Master of Business Administration in finance
Bachelor of Science in accounting
University of Southern California (Los Angeles, California)