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.