David Walser, CPA, PFS

National Tax Director

Contact Details


Over two decades experience helping Ultra-High Net Worth individuals and families meet their financial objectives. Exceptional tax research and analytical skills. Proven ability to clearly communicate complex concepts in language that is readily understood by both clients and professionals. Able to manage multiple projects with competing deadlines. Expertise in:

*Gift, Estate, and GST tax planning and compliance

*Business succession planning, family governance, and related issues

*Income tax planning and compliance for wealthy individuals and related entities (trusts and investment partnerships)

*Planning using charitable remainder trusts, charitable lead trusts, and private foundations

Specialties: Estate, gift, GST, and income tax planning and compliance for wealthy family groups.


Brigham Young University
MAC - Tax
1983 To 1987

Brigham Young University
1981 To 1987