David leads FGMK’s Estate and Succession Planning Practice where he advises clients on personal and business financial and estate planning issues, including individual income tax and consulting for substantial estates.
David also develops tax, financial and estate strategies that include gifting and succession plans. He has worked with many individuals to prepare complete estate assessments with detailed recommendations for enhancing the ownership structure of assets and holdings.
Prior to joining FGMK as a Partner in 1998, he was a partner in KPMG’s personal financial planning division.
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