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David Specialist
Helping folks looking to liquidate high-value assets like a business, real estate, or private stock; defer capital gains tax without having the hassle of an exchange.
Danvers, Massachusetts
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This public profile is provided courtesy of Clay. All information found here is in the public domain.
David Specialist
Helping folks looking to liquidate high-value assets like a business, real estate, or private stock; defer capital gains tax without having the hassle of an exchange.
Danvers, Massachusetts
Summary
David Specialist is a finance expert with extensive knowledge and experience in managing capital for individuals and businesses. He has a Bachelor of Science degree in Finance and Financial Management Services from the University of Phoenix. David's career is a reflection of his passion for finding creative ways to maintain control of his capital while maximizing profits. He believes that it is not just about what one makes but, more importantly, what they keep. David has served as a Tax Deferral Specialist at Estate Planning Team and was formerly the Owner at Paramount Financial.
This public profile is provided courtesy of Clay. All information found here is in the public domain.