David is a Certified Public Accountant and Attorney, licensed in Pennsylvania. His practice focuses on all aspects of federal, state and local tax for individuals, businesses and non-profit organizations including tax litigation, administrative appeals, audit defense, voluntary disclosure submissions, as well as tax preparation.

David’s practice also encompasses business formation, corporate governance, wills, trust & estates and unclaimed property consulting. David has served a broad clientele ranging from Fortune 500 companies to community banks to small businesses to individuals. He has experience with almost every industry including manufacturing, retail, wholesale, entertainment, restaurants, hospitals, insurance, financial institutions and financial services.

David has served as a national specialist in tax and unclaimed property and is the author of numerous articles on these topics.

Education

• J.D., Cornell University Law School
• BA in accounting, Duquesne University

Recent publications

• Related-Party Addbacks – Key Considerations, Tax Notes State, Tax Analysts (Jan. 10, 2022)
• Policies & Procedures: Points to Ponder, Unclaimed Property Professionals Organization (Jan. 14, 2021)
• Pennsylvania Tax Update, Pennsylvania Institute of Certified Public Accountants (Nov. 10, 2020)
• Unclaimed Property Laws of Securities and IRASs: How States are Claiming Your Investments, BNA Insights (Feb. 2018)