David is a partner emeritus in Baker Tilly’s tax practice and family business practices. For more than 40 years, his work has combined tax and accounting services with financial and business consulting for private and family-owned companies, their family offices and their high-net-worth owners.
He is experienced in strategic and wealth planning and business consulting, including family structure as well as succession and governance issues.
David also has significant professional experience with structuring merger and acquisition transactions.
- Family businesses, with an emphasis in manufacturing and distribution, hospitality, restaurants and lodging, professional practices, retail, and real estate
- Family office services
- Tax planning
- Wealth planning and financial analysis
- Mergers and acquisitions
- Family and business governance and structure
- Litigation support/expert witness
- American Institute of Certified Public Accountants (AICPA)
- Association for Accounting Marketing
- Estate Planning Council of Seattle
- Northwest Family Business Advisors
- Washington Society of Certified Public Accountants
Location
Seattle, WA
Education
Master of Business
Administration in finance
University of Washington
Bachelor of Arts in economics and Accounting (honors)
Claremont McKenna College (Claremont, California)