David Bourg is a Tax Partner serving closely held businesses and their owners across a wide range of industries, including community banking, construction, retail, real estate and professional services. David’s work with our clients includes tax-efficient planning for business capital transactions and family wealth transfers, as well as representation before federal and state taxing authorities.

experience:
  • 38 Years in Public Accounting
  • 5 Years in Practice of Law
education:
  • B.S. Accounting —Louisiana State University
  • J.D.—Louisiana State University Law Center

Contact Info:

504.274.0200

650 Poydras Street, Suite 1200
New Orleans, LA 70130

specialization:
  • Income tax compliance and consulting for closely-held businesses and their owners
  • Federal estate and gift tax planning and business succession planning
  • Unique income tax issues of community banks
  • Representation in examinations and measurement and valuation controversies with taxing authorities
  • Fiduciary accounting, fair value determinations and contests among beneficial owners of trusts and decedents’ estates
  • ERISA and non-qualified plan compliance and consulting for plan sponsors
  • Financial projections and modeling of business alternatives
professional and civic involvement:
  • American Institute of Certified Public Accountants (AICPA)
  • Society of Louisiana Certified Public Accountants (LCPA)
  • French-American Chamber of Commerce-Gulf Coast Chapter, Executive Committe