CPA Partner, Practice Leader, Employee Benefit Plan Services Group
At WithumSmith+Brown (Withum), our Manufacturing, Distribution & Logistics Group (MD&L) is committed to providing reliable, smart solutions for our clients. Composed of dedicated, experienced professionals, they have assisted hundreds of manufacturing, distribution and transportation clients with annual revenues ranging from under one million dollars to more than one billion dollars. With their continued commitment to industry-specific knowledge and quality service, it has become one of the Firm's largest growing specialization areas. With approximately 700 employees, we have the extensive resource to serve you better and help meet your business goals. We are ready to partner with you and bring a wide range of services to your company that will put you in a position of strength.
Dave is a partner in WS+B’s Technical Resources Department and is based in the firm’s New Brunswick office. With over 25 years of professional accounting experience, Dave is a certified public accountant in the state of New Jersey. Dave works with the WS+B accounting and auditing policy committee and is responsible for researching and disseminating updates on technical accounting and auditing pronouncements to the Firm’s professional personnel. Dave is the practice leader for the Firm’s Employee Benefit Plan Services Group, the group that conducts the audits of the Firm’s ERISA clients. His experience spans many industries, including various aspects of manufacturing, wholesale and distribution, and service industries including the legal and medical professions, construction and retail. Dave received his bachelor’s degree in accounting from Rutgers University, Newark. Before joining WS+B, Dave was a manager with a large regional firm, and with the American Institute of Certified Public Accountants (AICPA). He is a member of the AICPA, where he has participated in various task forces of the SEC Practice Section Peer Review Committee. He is also a member of the New Jersey Society of Certified Public Accountants (NJSCPA) and is a frequent presenter at various NJSCPA educational seminars, including the state's Annual Audits of Employee Benefit Plans Conference for 2010 through 2013. Dave has also made numerous presentations to other organizations, accounting firms and the business and civic communities and has been a presenter at the National Conferences for Peer Reviewers sponsored by the AICPA. Dave resides in Somerset County, NJ. Specialties: Employee benefit plans, including 401(k) plans, 403(b) plans, defined-benefit pension plans, health and welfare plans. In addition, specializations in manufacturing, wholesale/distribution, construction, retail, and service industries.
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