Dave Owens

Dave Owens, CPA, CES is a financial professional based in Sanibel, Florida. He is the founder of Midland Trust Company, a self-directed IRA custodian and 1031 exchanges intermediary.1 With over 35 years of experience as a Certified Public Accountant (CPA) and a Certified Exchange Specialist (CES), Dave has assisted thousands of clients in achieving their financial goals.1

Key points about Dave Owens:

1. He serves on the Board of Directors for Sanibel Captiva Community Bank, a position he has held since February 2004.1
2. Dave founded Midland Trust Company in August 2023, which focuses on helping investors diversify their retirement portfolios and defer taxes on real estate transactions.1
3. He is an advocate for employee stock ownership plans (ESOPs) and has helped companies transition to this business model.1
4. Dave holds a Bachelor's degree in Accounting from Purdue University's Daniels School of Business, which he completed in 1988.1
5. He obtained his Certified Public Accountant (CPA) certification in May 1989 and his Certified Exchange Specialist (CES) certification in January 2005.1

Dave Owens' mission is to provide taxpayers with the knowledge and tools to optimize their wealth and tax strategies.1