Gross Mendelsohn’s managing partner named president of Baltimore Estate Planning Council
For immediate release: Aug 24, 2010
David A. Goldner, CPA, CFP, CVA, was elected president of the board of directors of the Baltimore Estate Planning Council. The Baltimore Estate Planning Council is an interdisciplinary organization for professionals involved in estate planning.
Goldner is the managing partner at Gross, Mendelsohn & Associates. In addition to being a CPA, he is a Certified Financial Planner and a Certified Valuation Analyst. He 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.
The Owings Mills, Maryland, resident graduated from the University of Maryland in 1979 with a bachelor’s degree in accounting and earned a master’s degree in taxation from the University of Baltimore in 1983. He is a member of the American Institute of CPAs and Maryland Association of CPAs. He serves on the investment committees of the Komen for the Cure Maryland and Big Brothers Big Sisters of Central Maryland.
Gross Mendelsohn is a full-service CPA and consulting firm serving the complete financial needs of privately-held businesses, nonprofit organizations and families in the Mid-Atlantic region. In addition to offering traditional audit, accounting and tax services, the firm specializes in personal financial planning, litigation support, asset management, business valuation and technology consulting.
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