David A. Burnett

Your Team


David Burnett

Managing Director

  • Overview

    Dave provides proactive direction on complex tax, business and estate planning initiatives for clients. He is focused on tax compliance and consulting for flow through entities and their owners. Dave has extensive expertise in entity and transaction structure, mergers and acquisitions, joint ventures, reorganizations and succession planning for closely held businesses.

    Dave provides wealthy individuals, many of whom are business owners, and their families with sound guidance in the areas of income tax compliance, tax planning, estate and gifting strategies, wealth transfer and private equity. His background allows Dave to effectively communicate with various members of the client’s advisory team to provide comprehensive and practical solutions.

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