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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Dave is a principal in the firm’s Global Tax Services group providing tax consulting and compliance services to publicly traded and privately held companies across all industries. Dave serves as a national resource assisting clients across the Firm and leads the Global Tax Services practice in the Eastern and Western regions. Currently, Dave primarily focuses on clients with outbound operations assisting them with structuring their international transactions in an efficient manner along with mitigating any risk related to the transaction. Dave also has extensive experience advising on cross-border restructuring and tax-efficient holding company structures.
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In the community
Dave is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants.