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David Goldner

Managing Partner

410.900.1305  | 

David Goldner, CPA, CFP®, CVA, wants every client to walk away from their interactions with the firm thinking, "I'm so glad Gross Mendelsohn is my CPA and advisory firm." Tax, investment, estate and financial planning are only a few of the services he's been providing to high net worth families and business owners for 30+ years.

 

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David’s passions outside the office include golf, gardening, exercise and long walks on the beach.

With 30+ years of service at the firm, David Goldner, CPA, CFP®, 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 the business acquisitions and sales. David also provides litigation support services and has testified as an expert witness. In addition to being a CPA, 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 CPA and advisory firm. They provide real insight that helps me run my business and my life.”

As a frequent speaker on topics such as succession, tax and investment planning, David has participated in many speaking engagements. He has been quoted in numerous articles on business valuation, succession planning and business ethics.

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 intiative.

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. He is a past president of the Baltimore Estate Planning Council and serves on the investment committees of Associated Jewish Charities. He was treasurer for the Susan G Komen Foundation of Maryland. He has served as 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. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Education

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

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

  • David enjoys playing with his Portuguese Water Dog.