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David Appel CPA*/PFS
Partner – Tax & Business Services
 

Office Location
One SE Third Avenue
10th Floor
Miami‚ FL 33131
 
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David Appel is a senior partner in Marcum’s Tax & Business Services division. With more than 30 years of multidisciplinary experience in domestic and international taxation working with family businesses in a variety of industries, has addressed complex issues with family business in estate, succession and retirement planning, including preserving family businesses and wealth transfer to future generations. He leads Florida’s tax consulting operations and serves on the board of directors of Marcum LLP and Florida’s operations committee.

In recognition of his considerable experience in personal financial planning, Mr. Appel was awarded the designation of Personal Financial Specialist by the American Institute of Certified Public Accountants.

An expert in estate tax, international tax, business succession planning and family estate planning, he has presented on numerous occasions to banking institutions and municipalities and at various tax conferences.

He speaks frequently on a variety of topics related to the federal EB-5 Regional Center Pilot Program, which was created to encourage foreign investors to invest in commercial enterprises in the U.S. This unique federal program has attracted billions of dollars in investments and has been an effective catalyst for job creation domestically.
 
Professional & Civic Affiliations
  • American Institute of Certified Public Accountants (AICPA)
  • AICPA Tax Division
  • AICPA Personal Financial Planning Division
  • Florida Institute of Certified Public Accountants (FICPA)
  • Estate Planning Council of Greater Miami

Articles, Seminars & Presentations
  • Tax Strategies for Foreign Investment in US Real Estate‚ Chinese Investment in the US Real Estate Forum‚ June 2012
  • Source of Fund Verification and Immigration Taxation‚ Annual EB–5 Finance and Investment Forum‚ March 2012
  • Tax Issues Associated with Discharge of Indebtedness‚ Marcum LLP Annual CPE Seminar‚ January 2012
  • AICPA National Conference on Financial Planning
  • AICPA National Conference on Estate Planning
  • Family Firm Institute National Conference
  • Heckerling Institute

Awards & Recognition
  • 2006 Key Partner Award, South
Areas of Expertise
  • Estate Planning
  • Business Planning & Governance
  • Succession Planning
  • Family Wealth Planning
Key Clients
  • Multi-Generational Family Business
  • High-Net-Worth Individuals
  • Agricultural Companies
  • Broker-Dealers
  • Real Estate Companies
  • Construction Companies
  • Aviation Companies
  • Manufacturers
  • Distributors
  • Healthcare
Education
  • Master of Business Administration,
    Nova Southeastern University
  • Bachelor of Science, Accounting,
    University of Florida
  • Bachelor of Science, Business Administration,
    University of Florida
*Licensed by the State of Florida
 


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