Featured Publications & Media
David has been featured in a range of respected outlets, podcasts, and industry platforms. Each article reflects his hands-on experience overseeing tens of thousands of tax returns and building advisory systems that generate measurable results.
Latest Spotlight
2026 Tax Season: Can I Write Off Child or Elder Care Expenses?
David explains tax deductions and credits available for the sandwich generation caring for both children and aging parents.
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ArticleThe Trump Accounts Rollout Is the Biggest Advisory Opportunity Most Accountants Are Missing
David explains why Trump Accounts create a major advisory opportunity for accounting firms through setup, contribution tracking, 529 coordination, and Roth conversion planning.
ArticleThe Dark Season: Why Q2 'Rest' is Your Firm's Biggest Growth Barrier
David argues that Q2 is the optimal growth period for accounting firms, yet most treat it as recovery time, wasting significant advisory revenue opportunities.
VideoWhat Happens If You Miss the Tax Deadline and What Is the Penalty
David breaks down the consequences of missing the tax filing deadline and what penalties taxpayers could face.
VideoLast Minute Tax Tips Ahead of Deadline
David shares critical last-minute tax strategies for filers racing to meet the April deadline.
ArticleHow Small Business Owners Can Reduce 2025 Tax Liability Before Filing
David explains how small business owners can still reduce their 2025 tax burden through retirement contributions, documentation, and strategic entity structuring.
VideoTax Season Confusion Fuels Filing Errors
David discusses why this tax season is seeing a surge in early and error-prone filings as investors grapple with changes to SALT deductions and depreciation rules.
ArticleTax Refunds Are Bigger This Year. Why That's Not Better for Taxpayers
Higher tax refunds represent overpaid taxes that could have been used throughout the year to pay down debt, invest, or improve cash flow.
Article11 Red Flags That Could Trigger a Tax Audit
A breakdown of the most common red flags that can put taxpayers on the IRS's radar for an audit.
ArticleExperts' Answers to Common Tax Questions
Tax experts weigh in on the most frequently asked questions taxpayers have during filing season.
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