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David Mayer, CPA, is the national director of Engineered Tax Services. He works closely with the business development team and their CPA partners nationally in connection with ETS’s R&D Tax Credit Services. For the past decade, Mr. Mayer has worked with hundreds of CPAs across the country to assist their clients to claim millions of dollars in R&D tax credits. He has over 20 years of experience providing tax, mergers and acquisitions, and operational consulting services to corporations, partnerships and individuals throughout the U.S. Mr. Mayer has over 15 years of federal and state R&D tax credit experience. He has presented the R&D tax credit at various industry association functions – including the annual AICPA national conference on federal taxes in Washington D.C. Mr. Mayer is a Certified Public Accountant and a former Chairman of the M&A Tax Committee for the NYS Society of CPAs, Manhattan chapter. He is also a member of the AICPA and Beta Gamma Sigma. Mr. Mayer holds a Master in Taxation degree from Bentley College, graduating with high distinction. He also holds a B.S. in accounting from Fairfield University.
May 1
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Allegations of undisclosed private securities transactions by a former advisor followed two significant mutual fund cases involving the IBD network’s practices.
May 1
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Samantha O'Neil is Head of Marketing for Fidelity Clearing & Custody Solutions.
May 1
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The team is the latest in a stream of advisors who are leaving the wirehouse for smaller rivals.
May 1
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Leading trade groups counter a request from AARP and three states for fiduciary rehearing, in hopes that the circuit court's rejection will be the last word on the regulation.
May 1
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Move is the latest in a recruiting streak for the regional broker dealer.
May 1
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It’s the third consecutive month that funds holding debt attracted more cash than their equity counterparts.
May 1
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Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
May 1
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