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David First CPA*
Partner – Tax & Business Services
 

Office Location
750 Third Avenue
11th Floor
New York‚ NY 10017
 
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As the Firm wide Partner-In-Charge of the Firm’s Trusts and Estates Practice group, David M. First is often engaged by individuals, fiduciaries, closely-held businesses and larger companies for his extensive knowledge and expertise with trust and estate tax matters. He provides a broad range of tax planning, compliance and consulting services to ensure the preservation of family wealth. Mr. First is also a member of the Marcum Family Office and High-Net-Worth Individuals practice groups.

Mr. First lends his expertise on taxation issues related to trust and estate services as a speaker and author. He has delivered numerous presentations and technical seminars to a variety of professional audiences. In addition, Mr. First has written articles for The CPA Journal and the Tri-State Tax Letter Plus, where he served on its Editorial Board.

Mr. First joined the Firm in 1999 as a Partner when he merged his New York City-based accounting practice with Marcum. There he provided tax and consulting services to closely-held businesses and individuals. In addition, he was member of the firm’s management committee and an in-house instructor for training seminars on taxation and succession planning. Earlier in his career, Mr. First was a Senior Manager at an international accounting firm.
 
Professional & Civic Affiliations
  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants (NYSSCPA), Estate Planning Committee
  • Estate Planning Council of New York City, President
  • B’nai B’rith, Past President, Banking and Finance Unit

Areas of Expertise
  • Income Tax Planning
  • Tax Consulting
  • Estate Planning
  • Estate Administration
Key Clients
  • High-Net-Worth Individuals & Families
  • Closely-Held Businesses
  • Fiduciaries
Education
  • Master of Science, Taxation
    Pace University
  • Bachelor of Science, Business Administration
    Monmouth College
*Licensed by the State of New York
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