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
Experts Predict the 2026 Tax Brackets — Who Will Pay More?
David explains why most taxpayers with stable income should see little change from the 2026 tax brackets and clarifies how marginal tax rates work.
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VideoHow to Prepare for Your Inheritance
David explains how heirs can prepare for the largest wealth transfer in U.S. history, including the tax and planning steps to take before receiving an inheritance.
ArticleHere's Why Taylor Swift and Other Celebrities Pay Less in Taxes Than You
David explains how business structures, strategic residency, and borrowing against investments can lower celebrities' effective tax rates.
ArticleStop Being the Highest-Paid Employee at Your Own Firm
David challenges firm owners to stop giving away high-value advice and build an advisory-first business around their best-fit clients.
ArticleAre College Scholarships Taxable? What to Know Ahead of the New Semester
David explains when scholarship funds are tax-free and when spending on living expenses, optional equipment, or services can create a tax bill.
ArticlePerspectives from the Profession: Why 'Happy Historian' Firms Are About to Get Rolled by ChatGPT
David explains why accounting firms must combine AI's speed with human judgment and move from reporting history to proactive advisory work.
VideoMaking the Most of Trump Accounts for Kids
David joins Good Day Alabama to explain who qualifies for Trump Accounts and how families can use the new accounts to build long-term wealth for children.
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.
VideoWhat You Need to Know to Take Advantage of 2026 Trump Accounts for Kids
David joins Scripps News to explain eligibility, contributions, investment rules, and planning considerations for the new Trump Accounts for children.
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.
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