David J. Bourg


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.


  • 10 years with Hannis T. Bourgeois
  • 42 years in public accounting
  • 5 years in practice of Law


  • B.S. Accounting — Louisiana State University
  • J.D.— Louisiana State University Law Center


  • 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