David K Walser
Missionary @The Church of Jesus Christ of Latter-day Saints
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WORK HISTORY
Missionary @The Church of Jesus Christ of Latter-day Saints
Rome, IT
My wife and I will serve as ordinance workers in the Italy Rome Temple of the Church of Jesus Christ of Latter-Day Saints from March 25, 2025 to February 25, 2027. I would like to thank the team at Fortitude Family Office for granting me a leave of absence to make this voluntary service possible.
EDUCATION
Brigham Young University
Master of Accountancy, Accountancy/Tax
Brigham Young University
BS, Accounting
SKILLS
ABOUT DAVID K WALSER
Over two decades experience helping Ultra-High Net Worth individuals and families meet their financial objectives. Exceptional tax research and analytical skills. Proven ability to clearly communicate complex concepts in language that is readily understood by both clients and professionals. Able to manage multiple projects with competing deadlines. Expertise in:*Gift, Estate, and GST tax planning and compliance *Business succession planning, family governance, and related issues *Income tax planning and compliance for wealthy individuals and related entities (trusts and investment partnerships)*Planning using charitable remainder trusts, charitable lead trusts, and private foundationsSpecialties: Estate, gift, GST, and income tax planning and compliance for wealthy family groups.
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