Managing Partner, Director of Tax & Small Business Planning
Practice Specializations
- Tax Compliance
- Accounting & Advisory Services
- Estate Planning
- Succession Planning
- Management Consulting
- Wealth Management
- Personal Financial Planning
- Agriculture
Experience
David has provided tax and business consulting services to privately-owned growth enterprises for nearly 30 years. He spends considerable time assisting clients with their income tax and estate planning needs, as well as developing business continuation plans for small- to medium-sized enterprises. As director of the Business Consulting Group, David works diligently to ensure that clients of CDPA possess the tools needed to compete in their industry. David is also the leader of our Agriculture specialization team as well as a Registered Investment Advisor.
Professional Affiliations & Civic Memberships
- American Institute of Certified Public Accountants (AICPA)
- American Institute of Certified Public Accountants - Tax & Consulting Divisions
- Alabama Society of Certified Public Accountants (ASCPA)
- Athens Rotary Club - Past President
- Estate Planning Council of Huntsville
Education
University of Alabama, B.S., Accounting