Meet your evolving needs with three integrated business lines in one professional services firm.


Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

David Trimner

Education

BBA in Accounting, James Madison University MST in Taxation, American University

Overview

Tax Consulting and Compliance for Nonprofit organizations, including healthcare, higher education, trade associations, public charities, and private foundations, focusing on good governance and unrelated business income

Speaking engagements

Upcoming

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Recent

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Resources

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In the community

GWSCPA AICPA