Dave Cortney

David W. Cortney


Principal Emeritus

+1 (858) 597 4100

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David is an established tax professional with more than 35 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: 
    -Real estate 
  • 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 


San Diego, CA


Master of Business Administration in finance 
Bachelor of Science in accounting 

University of Southern California (Los Angeles, California)