David Dotson

David leads Deloitte Tax LLP’s Private Wealth practice in Philadelphia and has been consulting with wealthy families, family offices, business owners and executives on their personal and family tax matters for over 20 years. As a trusted advisor on tax and wealth planning engagements, David’s practice spans income, trust, foundation, estate, gift and generation-skipping transfer tax consulting and compliance. Prior to joining Deloitte Tax, LLP in 2002, David was employed by Arthur Andersen as a Tax Manager in their Private Clients Services practice. Prior to that, he was employed by CCH Incorporated as a Senior Associate Editor in their Financial & Estate Planning Group and practiced as an attorney. David is a member of Deloitte's Individual Income Tax Competency Group, as well as the Estate Gift Trust Charity Competency Group, and is a senior member of the Designated Gift Tax Return Review Team at Deloitte. In addition, David co-leads Deloitte’s Philadelphia Family Office Forum and regularly presents at Deloitte Private Wealth training seminars across the country, including recently serving as the Dean of Deloitte’s Private Wealth Intermediate program at Deloitte University.