Weaver Welcomes Dave Unger as a Partner in Private Client Services
HOUSTON (March 7, 2024) – Weaver, a national accounting and advisory firm, is pleased to announce the addition of Dave Unger, CPA, as a tax partner in its private client services practice. Based in the firm’s Washington D.C. metro area office, Dave will deliver tax service to high-net-worth individuals and families as well as their businesses.
“Dave joins Weaver with the background and experience we have been looking for to work with our private tax clients throughout the East Coast,” said Rob Nowak, national practice leader, tax services. “His extensive experience and knowledge of complex tax issues enhances the quality service for which Weaver is well known.”
With more than a decade of tax accounting experience, Dave’s background includes tax leadership roles within the private client services practices for two top-10 accounting firms where he worked closely with in-house wealth management teams to assist high-net-worth individuals and families in long-term planning initiatives. His experience also includes serving as a client advisor for family office consultancies where he worked directly with high-net-worth individuals, estates, trusts and related investment entities to provided tax advisory, income tax projections, estate and trust tax planning and family office structuring.
“Our tax clients have complex needs that require focused solutions,” said John Mackel, CEO and managing partner. “Not only does Dave bring extensive technical knowledge and tax compliance experience, but he also has a results-oriented approach that is a match to Weaver’s core values and entrepreneurial spirit.”
Dave is a Certified Public Accountant in Maryland and a current member of the Baltimore Estate Planning Council. He graduated from Towson University in Maryland with a Bachelor of Science in accounting.