National Business Incentives Group Practice Leader
David is a partner and national leader of BDO’s Business Incentives Group practice. He has nearly 20 years of professional experience consulting with businesses to identify and optimize tax credits and incentives that increase cash flow and lower total tax liability. David also oversees the firm’s Accounting Methods practice.
Prior to BDO, David spent many years in the R&D Tax Credit Practice at a Big Four firm. He has experience helping both large and small companies identify and document their R&D credits as well as assisting them in defending those credits upon IRS and/or state taxing authority exams. He has worked with companies ranging from the development stage to those with over $20 billion in revenues. David has identified and defended over $2 billion of R&D tax credit claims, and has achieved, on average, a 95% allowance on R&D claims for many of his clients on exam or at appeals.
David has advised companies in a broad range of industries, with a particular focus on private equity and portfolio companies. Serving as a tax lead for private equity clients, he combines his technical knowledge with a consultative approach to help portfolio companies improve EBITDA through innovative tax planning strategies. David has experience with a range of tax credits and business incentives, including R&D tax credits, FDII tax planning, Employee Retention Credit and other CARES Act legislation, sustainability and green energy incentives, capital investment credits, and various payroll tax credit planning opportunities.
David has also published various articles in technical journals such as The Tax Advisor (May 2010), Gamasutra.com (October 2012), ShaleMag.com (July 2018), BizJournals.com (December 2018), and is actively involved in developing industry and tax thought leadership for BDO.
- M.P.A., University of Texas at Austin
- B.B.A., University of Texas at Austin