David M. Shuman, CPA/MST

KLR Leadership

David M. Shuman, CPA/MST

  • David M. Shuman, CPA/MST
  • Managing Director, Greater Boston
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Experience

  • Over 30 years of experience in the public accounting field
  • Practice Leader for the Tax Strategy & Planning Group
  • Works closely with high net worth individuals, families and their advisors to provide comprehensive income tax planning and compliance services
  • Consults on tax issues affecting families, trusts, private foundations and other gift, estate and investment entities

Education

  • Bachelor of Science in Accounting,  Boston College
  • Masters of Science in Taxation,  Bentley College

Business

  • Small Business Association of NE (SBANE)
  • Greater Boston Chamber of Commerce
  • Massachusetts Family Business Association
  • The Entrepreneurship Institute (TEI)

Professional

  • American Institute of Certified Public Accountants (AICPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • Society for Trust and Estate Professionals (STEP)
  • Boston Estate Planning Council (BEPC)

Community

  • Foundation for Metrowest,  Board Trustee
  • Woodland Country Club