David Thomas, CPA, Esq.

- A Professional Corporation -

  • HOME

  • SERVICES

  • Our STORY

  • CONTACT

    • DETAILS
  • OTHER

    • SCHEDULE
    • UPLOAD
    • THOUGHTS
  • More

    Use tab to navigate through the menu items.
    • All Posts
    • Estate planning
    • Tax planning
    • Financial planning & Investing
    Search
    David Thomas
    • Nov 11, 2021
    • 3 min

    November 2021 Tax Planning

    November 11, 2021 Hello, Prior to getting into the holiday season, we wanted to reach out with some thoughts about tax planning that may...
    5 views
    David Thomas
    • Jan 14, 2021
    • 3 min

    January 2020 Tax Season Update

    January 14, 2021 Tax law changes frequently and 2020 brought some unique changes, most of which are short term changes specific to 2020. ...
    11 views
    David Thomas
    • Dec 11, 2020
    • 3 min

    Holistic Financial Planning

    HOLISTIC FINANCIAL PLANNING December 10, 2020 There has always been an interplay between attorneys, CPA and other advisors, but because...
    10 views
    David Thomas
    • Nov 26, 2019
    • 1 min

    Year end tax planning

    2019 year end tax planning strategies
    33 views
    David Thomas
    • Jan 1, 2019
    • 1 min

    Estate planning primer

    My short primer on estate planning is that it offers one of the most substantial ways that you can define how our laws, in particular...
    21 views
    David Thomas
    • Nov 26, 2017
    • 2 min

    Tax Cut and Jobs Act (TCJA)

    Many people are asking how this new tax bill will affect them and their finances. In this email I’ll try to give you a synopsis of the...
    6 views

    Every generation inherits a world it never made; and, as it does so, it automatically becomes the trustee of that world for those who come after. In due course, each generation makes its own accounting to its children.    ~ RFK

    • LinkedIn Social Icon

    619.220.8600

    david@dthomascpaesq.com