David Albert, CPA
“My goal is to put my feet into my client's shoes, offer the best advice possible and exceed my clients' expectations.”
Experience
Dave is responsible for managing his diverse tax practice, including closely held businesses, individuals, estates, and trusts. He also is in charge of the wealth management practice of the firm and is a practicing attorney. He has over thirty years of experience working with wide range of clients and on a wide range of issues.
Dave received his BS in Economics with a concentration in Accounting magna cum laude from the Wharton School of the University of Pennsylvania, his law degree from the Washington College of Law at American University and his LLM (tax law masters) with distinction from Georgetown University Law School. He has taught as a part-time adjunct professor at Georgetown for ten years in Estate Planning.
Licenses and Designations:
- CPA-Maryland, D.C. and Virginia
- Bar Memberships-Maryland, D.C. and Virginia
- Series 7. 31 and 65 securities licenses
- Life and Health Insurance license
- Certified Financial Planner
Member of:
- American Institute of CPAs
- American Bar Association
- Greater Washington Society of CPAs
- Maryland Association of CPAs
- Virginia Society of CPAs
- Maryland, DC and Virginia Bar Associations