David Perez Email & Phone Number

As an experienced tax advisor within the ultra-high-net-worth (UHNW) and private client/private wealth space, I provide tax planning and compliance solutions to highly successful individuals, their families, and their closely-held entities (trusts, FLPs, private foundations, etc.). I value the importance of being a team-player and playing well in the "sandbox" alongside other experts and advisors (i.e. insurance, investment, and legal professionals) to provide a seamless best-in-class experience to my clients.At a technical level, my core competencies include tax planning that utilizes structures such as charitable trusts, INGs, GRATs, ILITS, SLATs, as well as balance sheet structuring and planning for changes in tax residency status (between states, and across international borders). I have primary responsibility for all aspects of client relationship management process, from prospecting to organizing the timely production of time-sensitive/high-quality deliverables (tax returns, federal elections, etc.), to billing and collections, and, most importantly, ensuring client satisfaction at all stages of the process.

• 

  Baruch College

  Taxation