Hello, I'm David Lee, a Certified Public Accountant (CPA) with a Master's Degree in Accounting, boasting over 14 years of experience gained from esteemed Big 4 Accounting firms like Deloitte and Pricewaterhouse Coopers. Additionally, I've served as a CFO in Private Equity, providing me with a comprehensive understanding of financial operations and strategy.
As a seasoned real estate investor with a diverse portfolio including both long and short-term rentals, I intimately understand the nuanced dynamics of Real Estate investing and syndication. My expertise extends to advanced tax strategies and generational wealth building, rooted in mentorship under the esteemed Mark Kohler. Leveraging Kohler's innovative approaches, I equip my clients with cutting-edge insights, ensuring their financial prosperity through meticulous and strategic tax planning.
In my advisory practice, I prioritize not only regulatory compliance but also the construction of tax-efficient generational wealth and asset protection strategies. My goal is to instill confidence in my clients, guiding them towards a secure financial future. Ready to embark on a journey towards financial success? Click the link below, and let's craft personalized strategies tailored to your unique financial objectives and aspirations.
Licensing & Credentials
Services Offered
Tax Specialties
