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David Goldner

Managing Partner

410.900.1305  | 

David Goldner, CPA, CFP®, CVA, has been providing tax, investment, estate and financial planning to high net worth families and business owners for 40+ years.

 

You might not know 
David loves to read, though sometimes he enjoys a nap between chapters!

With 40+ years of public accounting experience, David Goldner, CPA, CFP®, CVA, works with high net worth families, individuals and business owners.

Making decisions about taxes, investments and estate structures can be hard, especially when family politics, financial goals and philanthropy come into play. David works with his clients to show them a comprehensive view of their financial situation to help them make informed decisions.

Tax, investment, estate and financial planning are just a few of the services David provides to his clients. David also provides business valuation services for estate, litigation and succession planning purposes, and is experienced in handling business acquisitions and sales, and working with those in the real estate industry.

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 CPA and advisory firm.”

David's responsibilities as managing partner include overseeing the firm's long-term strategic plan and spearheading the firm’s leadership group. He played a key role in launching the firm's women's initiative.

Community service is important to David. Every year, he leads Gross Mendelsohn’s staff in supporting several large-scale community service events at local nonprofit organizations. David serves on the board of directors of Sinai Hospital and the investment committee of Associated Jewish Charities.

Education

  • Master’s degree in taxation, University of Baltimore (1983)
  • Bachelor of science degree in accounting, University of Maryland (1979)

Certifications

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Public Accountant
  • Certified Valuation Analyst

Affiliations

  • American Institute of CPAs
  • Baltimore Estate Planning Council
  • BKR International
  • Financial Planning Association
  • Maryland Association of CPAs
  • National Association of Certified Valuators and Analysts

More Fun Facts

  • The most exciting vacation David has been on included an African safari where he got up close and personal with an elephant herd and family of cheetahs.
  • On weekends, you can find David golfing, playing with the grandkids and taking long walks on the beach.

 


Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP®, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Articles By David

Small Business Disaster Loans Available in Maryland, Washington, DC and Virginia

The U.S. Small Business Administration (SBA) is making low-interest disaster recovery loans available to small businesses that have been severely impacted by the COVID-19 pandemic. Loans are available to businesses located in declared disaster areas, including Maryland, Washington, DC and Virginia.

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Tax Deadline for Individual Taxpayers Extended to July 15

Earlier this week, Treasury Secretary Steve Mnuchin delayed the deadline for individual tax payments by 90 days, moving the deadline to July 15 from April 15, when individual tax returns are normally due. Today Secretary Mnuchin took to Twitter to announce that the deadline for individual income tax filings has been extended to July 15, 2020.

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What the New Families First Coronavirus Response Act Means for Business Owners and Employees

President Trump just signed into law a second phase of coronavirus-related relief, called the Families First Coronavirus Response Act. It’s a $100 billion relief package designed to offer help to businesses and their employees who are impacted by the coronavirus. The first phase of relief, an $8.3 billion piece of legislation, was dedicated to coronavirus vaccine research and development. This new legislation includes provisions for tax credits for employers who offer paid sick leave or family or medical leave for their employees who miss work for various coronavirus-related reasons. Let’s take a closer look at the FFCRA and what it means for businesses and employees, and what business owners need to be ready to offer to employees by April 2.

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