David Isaacs is a Wealth Advisor and CPA at Traust Sollus Wealth Management based in New York City. David's areas of focus include financial planning, as well as the taxation of individuals, partnerships, trusts, gifts, and foundations. David is a member of the AICPA, the NJSCPAs, and the NYSSCPAs, as well as an active member of the NYSSCPA’s Family Office Committee. David has a Master of Science in Taxation and a Bachelor of Science in Accounting from Bentley College.
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Independent and authoritative analysis and perspective for the banking industry