David Sloan

, Managing Director

CONTACT

David Sloan

Managing Director

Miami, FL

305.371.6200

SPECIALTIES

Tax
Estate Planning
Transactional Analysis
Family Limited Partnerships
Closely Held Businesses
Real Estate
Business Valuation

CREDENTIALS / EDUCATION

Certified Public Accountant (CPA)
Certified Valuation Analyst (CVA)
State University of New York-Buffalo: BS, Business Administration
Brooklyn Law School: JD
New York University of Law: LLM, Taxation

AFFILIATIONS

American Institute of Certified Public Accountants
Florida Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
New York State Bar Association
National Association of Certified Valuators & Analysts
West Broward Estate Planning Council: Board of Directors

Biography

As a Managing Director with 40 years of experience, David Sloan concentrates his practice on tax planning and compliance matters. His expertise includes the taxation of partnerships, S corporations and closely held businesses; complex tax planning for individuals; and transactional analysis.

In addition, David has experience in real estate taxation, including single and multifamily residential housing, commercial properties, planning for acquisition and dispositions, directing real estate divestitures, and various land use issues. He also deals with valuation issues for estate and gift tax planning and in connection with federal income tax planning, including acquisitions and dispositions.

David has lectured on various issues relating to the taxation of real estate.

Contact David

Recent Media

Special Considerations for Gifts by an Employer-Controlled Private Foundation to Individuals Affected By a Natural Disaster

With the occurrence of a natural disaster, Private foundations may wish to grant to funds for relief of affected individuals. These grants are allowed as long as certain requirements are met.

EisnerAmper LLP is among the nation’s largest full-service advisory and accounting firms providing accounting, audit and tax services to a broad range of clients. We serve thousands of financial entities spanning the private equity, hedge fund and venture fund space, along with broker dealers and insurance companies. Our Florida CPA specialists provide assistance with tax planning and valuation services for estate tax planning and compliance, accounting, audit, bankruptcy, S corporation taxation, real estate taxation and federal income taxation.