With nearly 30 years of service at the firm, David Goldner, CPA, CFP(R), CVA, enjoys working with high net worth families and individuals, many of whom are business owners and investors in the real estate and construction, manufacturing and service sectors.
As a tax partner at Gross Mendelsohn, David provides integrated tax, investment, estate and financial planning services to high net worth families and individuals. He also provides business valuation services for estate, litigation and planning purposes, and is experienced in handling special situations such as the acquisition or sale of a business. David also provides litigation support services and has testified as an expert witness. In addition to being a Certified Public Accountant, David is a CERTIFIED FINANCIAL PLANNER © professional, and a Certified Valuation Analyst.
As managing partner, David challenges his partners and staff to deliver a level of service that goes far beyond what clients typically expect to receive from their CPA firm. His personal goal is to foster a culture within the firm that leaves each client – after every interaction with the firm – saying, “I am so glad Gross Mendelsohn is my financial planner. They provide real insight that helps me run my business and my life.”
David is a frequent speaker and author on topics such as succession, tax and investment planning. He presented "Alternative Investments and Enhanced Income Strategies" and "Taxes and Alternatives to Shape Investment Planning” to the American Association of Individual Investors.
David was a guest speaker for the American Institute of Architects' Potomac Valley chapter, presenting "Taxes, Succession and Management Thoughts for Architects." He led a roundtable discussion at a Chesapeake Planned Giving Council event that focused on how advisers and nonprofit staff can build relationships and trust to benefit the client and donor. He also spoke at a Maryland Nonprofit event, where he lead a discussion about responsibilities in managing an endowment, a topic that he has addressed in-depth in his whitepaper, "Board Responsibilities in Managing a Nonprofit Endowment."
His “Selling Your Business During a Recession” article was published in the Baltimore Business Journal. He has been quoted in numerous articles in the Baltimore Business Journal (new federal laws affecting accountants) and SmartCEO magazine (business valuation, succession planning, business ethics). He was named one of Baltimore’s “SmartCPAs” by SmartCEO magazine multiple times.
As managing partner of Gross Mendelsohn, David has primary responsibility for managing the day-to-day and long-term affairs of the firm. One of David’s passions as managing partners is spearheading the firm’s leadership group, a unique in-house program designed to develop staff members’ professional and personal leadership skills.
Community service is important to David. He recently led Gross Mendelsohn’s staff in supporting large-scale community service events at two Baltimore-area nonprofit organizations. He is a past president of the Baltimore Estate Planning Council and serves on the investment committees of Associated Jewish Charities and Big Brothers Big Sisters of Central Maryland. He is also the chairman of BKR International’s Americas Region, a global association of independent accounting and business advisory firms with over 300 offices in over 70 countries.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER © and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.