David Walters, CPA, CFP®, has extensive experience in the firm’s tax, investment planning, estate planning and accounting practices. He also serves as a member of the firm’s investment committee and its Entertainment and Sports Team. David joined Palisades Hudson as an associate in the Scarsdale, New York office in 2002. He became a client service manager in 2006 and joined the executive team as a vice president in 2021. He transferred to Fort Lauderdale in 2007, before establishing the firm’s West Coast presence in 2012. David practices in Hillsboro, Oregon, as well as serving nearby communities including Beaverton and the Portland metro area.
David holds the Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ credentials, both of which he obtained during his time with the firm. He has been quoted as an expert on financial topics by a variety of leading publications, including The Wall Street Journal, Money Magazine, Forbes, The Portland Business Journal and Consumer Reports.
For our book The High Achiever's Guide to Wealth, David contributed the chapters "Marriage and Prenups" and "Estate and Gift Taxes." He also authored a chapter on transfer taxes for Looking Ahead: Life, Family, Wealth and Business After 55, and co-authored that book's chapter on estate planning (with Melinda Kibler).
In addition to his contributions to our books, David has written many articles for the firm’s Sentinel newsletter, including:
- “Pre-Funding Benefits With A 419(e) Plan” (February 2023),
- “Jackson Estate Was No ‘Thriller’ For The IRS” (September 2021),
- “Using Structured Settlements” (July 2018),
- “Making Sense Of Tax Reform” (April 2018) and
- “The Emerging GOP Tax Plan” (December 2017).
A Wisconsin native, David received his Bachelor of Science in finance and accounting from New York University’s Stern School of Business.
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