CPA, MST, CVA
David joined Newburg in 1994 and gained his over 20 years’ experience working in all aspects of the Tax Department. He is responsible for the Tax and Compliance division within the firm. David has progressive and diversified tax, accounting, consulting and management experience providing business solutions to the unique needs of small to middle market companies and their owners. David has disciplines in areas such as strategic tax planning, compliance, management advisory, business valuation, business plan development and entity structuring impacting closely held businesses and their owners.
Over the years, David has developed specialization in industries that include real estate, construction, wholesale/retail, restaurant/hospitality, manufacturing/distribution, service and high-tech companies. David heads up our growing Business valuation practice, utilizing cutting-edge technology and available forecasting and market data to help our clients understand their business’ performance. David has also developed a vast array of experience with start-up companies, forecast/analytical work and stock option planning.
In addition, David is a Certified Valuation Analyst and firm wide resource in areas such as business acquisitions and due diligence. David is a member of NACVA (National Association of Certified Valuation Analysts) and has met the Association’s rigorous standards of professionalism, expertise, objectivity and integrity in the field of business valuation, litigation support, and related consulting disciplines.
In his spare time, David is the co-founder of an alternative music site that reviews obscure music talent. Along with his interest in music, David enjoys tennis, softball and hiking with his wife and three children.
Bachelor of Science in Accounting, with a minor in English – Bentley College
Master of Science in Taxation – Bentley College
Licensed Certified Public Accountant
Licensed Certified Valuation Analyst
Massachusetts Life, Accident, and Health Insurance License
Massachusetts Society of Certified Public Accountants
American Institute of Certified Public Accountants
National Association of Certified Valuation Analysts
Waltham West Suburban Chamber of Commerce
Newton-Needham Chamber of Commerce
Public Policy Leadership Council