David Rose, CPA


David has been involved with financial consulting for over 50 years working with clients in manufacturing and distribution, real estate, and software development. He specializes in assisting high-net worth individuals and families with owner operated businesses in estate tax, gift tax and growth and structural tax planning and compliance.

Recent successes for his clients include:

- The succession of a business to a younger generation through intra-family sales and gifting.

- The creation of family trusts to acquire life insurance which has left the survivor generations with several million dollars after all of the inheritance taxes have been paid.

David is a member of the board of directors of several private foundations benefiting the local community.

service areas

  • Financial Consulting
  • Growth and Structural Planning

clients served

  • Manufacturing & Distribution
  • Real Estate
  • Software Development
  • Gift and Estate Tax Planning

activities & memberships

  • American Institute of Certified Public Accountants, Member
  • California Society of Certified Public Accountants, Member
  • New York State Society of Certified Public Accountants, Member

articles & speeches

  • Family Business: How to plan for passing it on, Smart Business Los Angeles (interview), September 2007


  • B.B.A., Business Administration, City College of New York
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