David J. Bourg
CPA, JD
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
Specializations:
- 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 & Civic Involvements:
- American Institute of Certified Public Accountants (AICPA)
- Society of Louisiana Certified Public Accountants (LCPA)
New Orleans Office:
650 Poydras Street,
Suite 1200
New Orleans, LA 70130