David Smith

David’s practice consists primarily of servicing and advising closely-held and family-owned businesses and their owners, including high-net-worth and ultra high-net-worth individuals. These services include income and estate tax planning, strategic planning, business consulting, succession planning, and compliance services (e.g. accounting, financial statements, and tax returns). David also serves other professional service organizations such as attorneys, engineers, physicians, veterinarians, and other consultants. Some of the particular industries that he concentrates in are retail, wholesale and distribution facilities, manufacturing, equine, various service businesses, estates and trusts, and funeral homes.