Biography

David has practiced public accounting since 1994. He provides tax consulting and compliance services to public and private companies in the manufacturing and distribution, energy, and real estate industries. David has extensive experience with tax provisions (ASC 740) for public and private companies as well as those in the IPO process. He also has experience addressing issues related to mergers and acquisitions, such as stock vs. assets, carryover of tax attributes, and limitations on tax attributes. In addition, David performs cost segregation studies, transfer pricing studies, and repair and maintenance projects.

David’s experience also includes issues related to stock basis, earnings, and profits for corporate distributions; foreign and domestic entity classification issues; and transaction structuring issues. He speaks regularly about tax issues to various audiences, and has taught Corporate Tax at the University of North Texas.

Selected Speaking Engagements

  • Information Every CFO Should Know
    (Financial Executives International, April 2017)
  • Oil and Gas K-1s
    (AICPA Conference for High Net Worth Individuals, May 2014)

Professional Affiliations

  • Member, Real Estate Financial Executives Association
  • Member, American Institute of Certified Public Accountants
  • Member, Texas Society of Certified Public Accountants

Education

  • BS, accounting, University of North Texas
  • MS, accounting, University of North Texas

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.