Biography

Dave has practiced public accounting since 1981. He has working knowledge in several aspects of real estate taxation including like-kind exchanges, involuntary conversions, tenancy-in-common arrangements, historic rehabilitation tax credits, and low-income housing tax credits. Dave’s expertise includes real estate, construction, business acquisitions and mergers, and business succession planning. He also consults with closely-held companies on business succession issues, partnership and LLC technical tax issues, and entity structural tax planning. Dave leads the firm’s Oregon region Real Estate Group.

Selected Publications

  • "Don’t Want the Tax Risk of a Drop-and-Swap 1031 Exchange?" (GlobeSt.com Real Estate Forum, April 2016)
  • "Restructuring Debt: Pitfalls and Opportunities" (Real Facts, Moss Adams Real Estate Group Newsletter, Fall 2009)

Selected Speaking Engagements

  • Energy Savings Tax Incentives
    Moss Adams Building Opportunity Conference (May 2011)

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, Associated General Contractors
  • Member, Home Builders Association of Metropolitan Portland
  • Member, MultiFamily Housing NW
  • Member, Oregon Society of Certified Public Accountants
  • Member, Portland State University Center for Real Estate Advisory Board

Education

  • BS, accounting, University of Oregon