David Albert, CPA, Esq., is a principal and a senior tax and legal advisor who provides integrated tax planning, tax compliance, and legal advisory services to clients throughout Maryland, Washington, D.C., and Virginia.
With more than four decades of experience in public accounting and law, he works closely with high-net-worth individuals, closely held businesses, estates, and trusts to develop strategic solutions that address both complex tax regulations and long-term financial planning objectives.
By combining the technical expertise of a Certified Public Accountant with the legal training of an attorney, David advises clients on matters including income tax planning, estate and trust taxation, business structuring, and regulatory compliance.
His multidisciplinary background allows him to guide clients through complex financial and legal issues while helping them minimize tax exposure, protect assets, and implement effective succession and wealth planning strategies.
Service
Tax
