David P. McKelvey

David P. McKelvey is a tax and business consulting partner at Friedman LLP’s New York headquarters. David specializes in the construction and real estate industries. Over the past 20 years he has worked with some of the largest contractors and real estate owners in the country, who seek him out for a unique blend of expertise of business and personal tax issues. He applies his knowledge and practical ideas to meet the needs of these clients, their banks and other credit grantors, including sureties and factors. David is an experienced writer and speaker, addressing a wide range of topics including income taxes, sales taxes, multi-state planning, capital gain planning, ESOPs, insurance captives and tax planning. He has been a featured speaker at the American Institute of Certified Public Accountants’ Annual Construction Conference. David received a B.A. in Accounting from Western Connecticut State University. He holds the prestigious PFS designation from the AICPA for financial planning, and maintains SEC Series 7 and 66 licenses as well as life insurance licenses.