David J. Doherty

,

CPA

Partner

Specialties:

  • Individual Taxation
  • Estate & Trust Taxation
  • Personal Financial Planning

Biography:

David has worked with a broad range of client engagements, including asset protection planning, tax planning, and entity structure strategies. In public accounting since 1981, including several years with Ernst & Young, David is a University of Texas at San Antonio graduate specializing in individual, estate and trust taxation, and personal financial planning. He has worked with a broad range of client situations and has done extensive tax work with all types of business structures. David is instrumental in the firm’s efforts with family financial planning, estate and gift, and trust strategies. He has worked with a number of high net worth individuals, families, and closely held businesses. David is a longtime resident of the San Antonio area. He spends his extra time hiking and running.

Board Memberships:

  • Alamo Area Partners for Animal Welfare (AAPAW)

Memberships:

210-829-1300