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:
-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