David P. Rose, CPA
David has been involved with financial consulting for over 50 years working with clients in manufacturing and distribution, real estate, and software development. He specializes in assisting high-net worth individuals and families with owner operated businesses in estate tax, gift tax and growth and structural tax planning and compliance.
Recent successes for his clients include:
- The succession of a business to a younger generation through intra-family sales and gifting.
- The creation of family trusts to acquire life insurance which has left the survivor generations with several million dollars after all of the inheritance taxes have been paid.
- Family Business: How to plan for passing it on (interview), Smart Business Los Angeles
David is a member of a number of professional organizations, including the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants, and the New York State Society of Certified Public Accountants. He is also the founder of several networking groups such as: Business Exchange 100 and LeTip of Brentwood.
David is a member of the board of directors of several private foundations benefiting the local community.
B.B.A. in Business Administration, City College of New York