David Fields is an Advisor with more than 40 years of tax, accounting, and consulting experience. He is knowledgeable in all phases of tax compliance and planning, including individual, estate and trusts, corporate, partnership, tax-exempt and deferred compensation arrangements. His clients included start-ups to companies that have been in business for more than 50 years, including organizations in the horse racing, construction, bio tech and software industries as well as law firms.
David's has handled numerous tax examinations, both at the federal and state levels. David emphasizes year-round tax planning by notifying clients of applicable tax law changes and the results of any new regulations or court cases that may have a direct impact on them.
David lectures on various topics, including income, estate and retirement planning.
- Federal, State & Local Tax
- Estate Planning
Credentials & Education
- Certified Public Accountant (CPA)
- Fairleigh Dickinson University: BS, Accounting
- American Institute of Certified Public Accountants
- New York State Society of Certified Public Accountants