Local CPA speaks on tax-savvy investment strategies
For immediate release: Mar 2, 2010
David Goldner, CPA, CFP, CVA, presented “Taxes & Alternatives to Shape Your Investment Planning” at the American Association of Individual Investors’ Washington, DC chapter meeting on February 27, 2010. Goldner’s presentation offered tips for investing in a poor economy and forming a coordinated approach to tax, investment and personal financial 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 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.
Goldner serves on the board of directors of the Baltimore Estate Planning Council. He serves on the investment committees of the Susan G Komen Foundation of 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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