Background
David Houston develops strategic tax and estate plans tailored to the unique needs of closely held businesses and high-net-worth individuals. His approach integrates a deep understanding of complex tax issues with practical solutions that enhance financial efficiency and compliance. David excels in crafting succession plans that ensure smooth transitions while minimizing tax liabilities and preserving wealth.
His expertise also extends to addressing specific tax challenges faced by real estate professionals, optimizing their tax positions through precise and forward-thinking strategies. By focusing on comprehensive tax resolution, David prevents and resolves disputes effectively, safeguarding his clients’ interests. He delivers strategies that respond to evolving tax laws and economic conditions to help his clients achieve favorable outcomes and act as a trusted advisor.
Certifications
- Licensed CPA in Maryland
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