David brings extensive experience and a wealth of knowledge to clients. With a career in public accounting since 1973, David specializes in income, estate, and trust taxation, along with management advisory services. He previously taught advanced corporate and shareholder taxation at the University of Hartford and was honored by the Massachusetts Society of CPAs for his exceptional instruction in continuing education courses. Holding a CPA certification, David is dedicated to providing prompt responses and proactive advice to his clients
Education:
- B.S. in Economics, University of Pennsylvania
- M.S. in Taxation, University of Hartford
Service Areas:
- Taxation
- Management Advisory
- Family and Independent Businesses
Industry Concentrations:
- Health Care
- Real Estate
- Manufacturing
- Wholesale and Distribution
- Professional Services
Certifications, Memberships, Awards:
- CPA, licensed in MA
- American Institute of Public Accountants, Member
- Massachusetts Society of Public Accountants, Member
- CPAmerica, Member
- Outstanding instructor of continuing education courses, MassCPAs
- Thought Leader Award, MBK
Community Involvement:
- President of Crestview Country Club
- Vice President and Treasurer of Temple Beth El
- Treasurer of Jewish Geriatric Services
- Trustee of the Jewish Endowment Foundation
- Holyoke Community College Foundation
- Professional Advisory Committee of the Community Foundation of Western Massachusetts
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