David Isaacs is a CPA 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