Joined in 2012

Dave Burnett

CFP, CPA

Principal

“My work is grounded in the famous quote by the US Court of Appeals Judge Learned Hand ‘Over and over again courts have said that there is nothing sinister in so arranging one’s affairs as to keep taxes as low as possible.'”

Dave provides consultation on complex tax, business and estate planning initiatives for clients. His focus is on tax consulting and compliance for flow through entities and their owners. Dave has experience in entity and transaction structure, mergers and acquisitions, joint ventures, reorganizations and succession planning for closely held businesses. He spends roughly half of his time working with clients in the health care industry and the other half with high net worth families and private equity.

When Dave has free time, he enjoys traveling with his family, reading and listening to live music.

Professional Experience

  • Individual
  • Partnerships
  • Succession Planning
  • Transactional Consulting
  • Mergers
  • Joint Venture Development and Design
  • Indiana University, Finance, BS
  • Indiana University, Taxation, MSA
  • The Center for the Performing Arts – Board Member, Finance Committee
  • Indiana CPA Society – Member
  • American Institute of CPAs – Member

Are you ready for a customized approach?

Request a consultation