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:
- 10 Years with Hannis T. Bourgeois
- 42 Years in Public Accounting
- 5 Years in Practice of Law
education:
- B.S. Accounting —Louisiana State University
- J.D.—Louisiana State University Law Center
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)