• Follow Us:
  • Find Us
  •  
 /  About Us / Employees / Employee

David Levi

Senior Managing Director, CPA, PFS

Phone: 612-376-1208
Follow me:
 

Education

University of Iowa, Iowa City, Iowa, Bachelor of Business Administration, Accounting - 1982

 

Professional Designations

American Institute of Certified Public Accountants (AICPA) Personal Financial Specialist Designation

Business Experience

Levi has more than 30 years of experience in tax, personal, and business planning.

Professional Memberships

American Institute of Certified Public Accountants

American Institute of Certified Public Accountants - Personal Financial Planning Division

Minnesota Society of Certified Public Accountants

 

Associated Offices

Minneapolis - CBIZ MHM, LLC - Minneapolis 222 S 9th Street
Suite 1000
MinneapolisMN  55402
Share This Page
Print
spacer
Recent Tweets
RT @MPMA: Top Risks Facing Businesses in 2017 from MPMA sponsor @CBIZMHMMpls : https://t.co/SyCo7usA21
How Your Identity is Being Protected This Tax Season https://t.co/TvgJSOW5Tn
Take Advantage of these Tax Provisions Before They're Gone https://t.co/D1hCGFU3Ib
CBIZ & MHM Minneapolis is honored to be considered one of the Top 100 Best Companies to Work For in 2017! https://t.co/8wRxj7jJ2n
RT @innovativeos: Congratz @CBIZMHMMpls on being one of @MnBizMag's 2017 '100 Best Companies to Work For' in #Minnesota! #MNbiz100Best http…
Top Risks Facing Businesses in 2017 https://t.co/qmRmt9JNOo
The Top Risks Facing Businesses in 2017 https://t.co/0Qygeqd0xy
Proposed Changes to the Form 5500 and the AICPA's Response https://t.co/osRFX1imkj
Frequently Asked Questions Regarding Form 1095 https://t.co/FEM8NjObRX
The 5 Cs of Credit https://t.co/91bgvXU29m
Transfer Pricing Targeted for Examination and Compliance Efforts https://t.co/cX8IWXwVvt
How did the #construction industry perform in 2017? View the new compiled statistics. https://t.co/7GrBPPjZCf
RT @MnBizMag: "Hire an auditor with lots of plan audit experience. 'Specialized' experience matters." -Brian Bergmann, @CBIZMHMMpls #mnbize…
Map Your Route to Success with the 2017 Business Tax Planning Supplement https://t.co/omXA9bVaxZ
#Smallbiz owners nationwide cut headcounts this January reports the @CBZ SBEI. @pnoftsinger talks #hiring & #jobs at https://t.co/aedbhVeE7y
CBIZ's Erin Olson outlines key strategies to help you prepare your business for the 2016 tax filing season & beyond. https://t.co/N6fu28yFsA
Hear from CBIZ's Brian Bergmann on how an EBP audit can help with compliance. Use code CBIZVIP for a free registra… https://t.co/V9HJMTboaH
The DMA Litigation's Effect on Sales and Use Tax https://t.co/iNNJZYwJ72
Changes in the Tax Code Could Affect Not-for-Profits https://t.co/8Yehvnhqe9
Starts and spending rebounded for the #construction industry in December. See more stats from @cbizmhm https://t.co/Ex4VIEHY0w
Follow @CBIZMHMMpls