David M. Shuman, CPA/MST: A Member of KLR's Leadership Team

About Us

KLR Leadership

David M. Shuman, CPA/MST

Managing Director, Greater Boston

Proud of KLR . . .

It is easy to be proud of KLR. Our community service efforts, healthy living initiatives, and environmentally friendly practices are all a significant part of our company culture. With the same enthusiasm to make a positive impact in the communities in which we serve, KLR provides innovative solutions to the marketplace which resonate with clients and help them achieve their goals.

  • Experience & Education
  • Professional
  • Community
  • Over 30 years of experience promoting strategic income and estate tax planning
  • Practice Leader in the Private Client Services Group (PCS)
  • Works collaboratively with successful executives, high net worth individuals, families (multi generations) and their advisors to provide comprehensive income tax planning, estate tax planning and succession planning
  • Expertise includes organizational structure, family governance, income tax and estate tax minimization, business succession and executive compensation
  • Consults on tax issues related to families (including cross border), trusts (including charitable and special purpose trusts), private foundations, partnership and limited liability companies and other gift, estate and investment vehicles

Education:

  • Bachelor of Science in Accounting,  Boston College
  • Masters of Science in Taxation,  Bentley College
  • Accredited Estate Planner (AEP)
  • American Institute of Certified Public Accountants (AICPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • National Association of Estate Planners and Councils
  • Society for Trust and Estate Professionals (STEP)
  • Boston Estate Planning Council (BEPC)
  • Leading Edge Alliance
  • Foundation for Metrowest, Board Trustee, Executive Committee
  • Woodland Country Club