David Simon was named member at Weltman Bernfield effective January 1, 2015. David joined Weltman Bernfield in January 2009 as director of tax services.
David has 30 years of experience providing tax compliance and consulting services to privately owned and operated companies in the middle market. He is a trusted business and tax advisor to his clients, identifying, evaluating and implementing proactive tax strategies. He also has extensive experience resolving federal and state tax controversy.
David is experienced with international tax and multi-state taxation, including tax planning and compliance, and works extensively with international law firms, assisting their clients in cross-border taxation issues. David uses his expertise and experience to minimize tax liability and ensure that returns are prepared in a timely manner in compliance with the tax law.
When he is not busy following the many congressional tax debates, David enjoys playing tennis and reading military history.
Education and Certification
- Roosevelt University, B.S. Business Administration
- Certified Public Accountant
- “Big Tax Law Changes Could Be Coming Soon” published in the December 2012 issue of AAOS Now.