David G. Bollis
Managing Director at Andersen, CPA, CFP
- Role
- Managing Director at Andersen
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About David G. Bollis
I assist clients as they navigate through complicated tax and family wealth planning…
Experience
Managing Director
Jul 2002 — Present · Houston, TX, US
I am a tax and wealth advisor with Andersen. Our firm currently has over 4,500 professionals worldwide. Although I have a broad range of experience in tax planning, my particular specialty is in working with entrepreneurial families facing complex tax and financial planning issues. I advise them on individual, business, and wealth transfer solutions to preserve the resources they have worked so hard to attain.
Skills
- Tax Research
- Trusts
- Cpa
- Financial Planners
- Estate Tax Planning
- High Net Worth Individuals
- Wealth Transfer Planning
- Tax
- Tax Advisory
- Financial Planning
- Strategic Financial Planning
- Income Tax Planning
- Income Tax
- Corporate Tax
- Gift Tax
- Finance
- Partnership Taxation
- Wealth
- Tax Accounting
- Investment Advisory
- Accounting
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.