David Appel

About David

David S. Appel is a partner in Marcum’s Tax & Business Services division and National Leader of the Firm’s EB-5 Investor Services Practice group. With more than 30 years of multidisciplinary experience in domestic and international taxation, David focuses his practice on family business tax strategy and consulting services. He has addressed complex issues of estate, succession, and retirement planning, including family wealth preservation and transfers to future generations.

David heads the Firm’s Southeast Region tax consulting services group and serves on the Southeast Region Operations Committee. He is also a member of Marcum’s Executive Committee.

David was awarded the designation of Personal Financial Specialist by the American Institute of Certified Public Accountants in recognition of his considerable experience in personal financial planning. Well-versed in estate tax, international tax, business succession planning, and family estate planning, he has presented on numerous occasions to financial institutions and municipalities as well as at a number of tax-related conferences.

He serves on the board of directors and executive committee of a local charitable organization, providing long range and financial planning services and assisting in the design of the organization’s governance model. David is a member of Marcum’s Board of Directors.