David Schlabig, Cpa

David Schlabig, Cpa Email and Phone Number

Retired CFO, RIK Enterprises, LLC @ RIK Enterprises, LLC
ohio, united states
David Schlabig, Cpa's Location
Brecksville, Ohio, United States, United States
David Schlabig, Cpa's Contact Details

David Schlabig, Cpa work email

David Schlabig, Cpa personal email

n/a
About David Schlabig, Cpa

A client focused, goal oriented CPA and Family Office Executive with a high standard of proficiency and performance. A deep understanding of wealth management and tax planning for ultra-high net worth clients: breadth of management experience; investment accounting and reporting; income, gift and estate tax; philanthropic services; trust administration and trustee support. Advanced knowledge of partnership, trust, private foundation and income tax law and regulations. Someone who quickly sees patterns and develops sustainable solutions to complex wealth transfer strategies and tax minimization issues.

David Schlabig, Cpa's Current Company Details
RIK Enterprises, LLC

Rik Enterprises, Llc

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Retired CFO, RIK Enterprises, LLC
ohio, united states
Employees:
20
David Schlabig, Cpa Work Experience Details
  • Rik Enterprises, Llc
    Consultant
    Rik Enterprises, Llc Jan 2022 - Present
    View
  • Rik Enterprises, Llc
    Cfo
    Rik Enterprises, Llc Apr 2014 - Dec 2021
    Cleveland/Akron, Ohio Area
  • Parkland Management Company
    Vp Tax & Accounting Services
    Parkland Management Company 1995 - 2013
    Cleveland, Ohio
    Executive responsible for technical and operational aspects of a multi-generation, single family office delivering wealth management services to individual, trust, partnership, foundation and investment fund clients. Responsible for tax minimization and wealth transfer strategies. Extensive executive skills in all aspects of wealth management: investments, financial planning and reporting, tax minimization, wealth transfer, estate, gift and philanthropic planning; trust administration and trustee support; master custody operations. Relationship responsibilities for clients, attorneys, accountants, custody and investment managers.
  • Meaden & Moore
    Vp Tax Services Group
    Meaden & Moore 1988 - 1995
    Cleveland, Ohio
    Responsible for client management, tax planning and research (individual, trust, partnership), acquisition, merger and related business consulting services for 145 individual and business clients at a regional CPA firm providing comprehensive accounting, attest, tax and consulting services. Served on the firm’s Board of Directors.
    View
  • Kopperman & Wolf
    Tax Manager
    Kopperman & Wolf 1979 - 1985
    Cleveland, Ohio
    A local CPA firm offering accounting and tax services.

David Schlabig, Cpa Skills

Goal Driven Leader Executive Management Business Process Improvement Family Office Financial Reporting Income Tax Cash Management Trust Services Charitable Gift Planning Tax Research Tax Returns Partnership Taxation Financial Analysis Estate Planning Private Foundations Asset Management Asset Allocation

David Schlabig, Cpa Education Details

Frequently Asked Questions about David Schlabig, Cpa

What company does David Schlabig, Cpa work for?

David Schlabig, Cpa works for Rik Enterprises, Llc

What is David Schlabig, Cpa's role at the current company?

David Schlabig, Cpa's current role is Retired CFO, RIK Enterprises, LLC.

What is David Schlabig, Cpa's email address?

David Schlabig, Cpa's email address is da****@****ses.com

What schools did David Schlabig, Cpa attend?

David Schlabig, Cpa attended Miami University.

What skills is David Schlabig, Cpa known for?

David Schlabig, Cpa has skills like Goal Driven Leader, Executive Management, Business Process Improvement, Family Office, Financial Reporting, Income Tax, Cash Management, Trust Services, Charitable Gift Planning, Tax Research, Tax Returns, Partnership Taxation.

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