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David has a wide range of experience in accounting, auditing, and tax. In addition to working with family owned businesses, he also heads the firm's Family Office practice where he works with high wealth individuals and family groups. Services provided to these individuals include personal financial planning, estate planning, retirement planning, insurance consulting and investment advisory services. His experience in managing the Firm has also allowed him to gain general business expertise that he shares with companies with which he consults. In 2008, David was named by Accounting Today as one of the Top 100 Most Influential People in Accounting.

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David Morgan Resume