“I assist my clients, whether individuals or businesses, in achieving their tax objectives.”
Dave focuses on the issues surrounding the design and administration of qualified retirement plans and non-qualified deferred compensation arrangements, and the continued tax qualification of qualified retirement plans, for employers and executives. He handles estate and trust planning, and administration, for individual clients and families.
Dave was a member of the firm for 10 years prior to assuming the role of vice president and general counsel of Agrilink Foods, Inc. in Rochester, New York in 1999. He held that position for three years prior to rejoining Harris Beach in October 2002.