Little Rock, Arkansas (June 14, 2017) – Today, Frost, PLLC, a full-service certified public accounting firm, announced major plans to expand their offerings for private wealth services by naming David K. Walser, CPA/PFS as Director of Private Wealth Services. David brings to the firm over two decades of experience helping ultra-high net worth individuals and families meet their financial objectives. David will be based out of Frost’s Phoenix, Arizona office.
“We are very happy to have David on board. With his extensive knowledge and focus in the estate and gift tax arena, I believe he will help Frost, PLLC expand our service offerings in this area to help our clients pass on their businesses and hard earned wealth to future generations instead of giving it to the IRS.” – Doug Richardson, Frost, PLLC Chairman
Frost currently provides its clients with an array of highly-tailored, comprehensive services to help them preserve their wealth, including succession and transition planning, investment and philanthropic guidance, personal tax planning and risk management. By hiring David K. Walser, Frost is furthering the firm’s commitment to only offer the best to its clients.
About David K. Walser
David is joining Frost with over twenty years of experience. His previous roles included the title “Managing Director, Private Wealth Services National Technical Leader” for an international audit, tax and advisory firm. He was also a private wealth services practice leader for the Dallas and Phoenix offices of a major accounting firm, and he previously ran a similar regional practice for a major financial institution.
David has extensive experience in gift, estate, and GST tax planning and compliance; business succession planning, family governance, and related issues; income tax planning and compliance for wealthy individuals and related entities (trusts and investment partnerships); and planning using charitable remainder trusts, charitable lead trusts, and private foundations.
He received his B.S. in accounting and Masters of Accountancy degrees from Brigham Young University. His memberships include the American Institute of CPAs, the Arizona Society of CPAs, and the Arizona Estate Planning Council.
“I am honored to join the Frost, PLLC team of professionals. In the process of getting to know the firm, I was impressed by how deeply its professionals care about their clients as individuals and not just numbers on a spreadsheet. That passion matches my own. I’ve always strived to make a positive difference in the lives of those I serve. It is a pleasure to be part of a team that is dedicated to outstanding client service.
Frost’s client base largely consists of privately held businesses and their owners. Serving such clients has been the focus of my career. I look forward to assisting Frost deepen and expand its Private Wealth Services. In Private Wealth Services we help business owners and wealthy individuals and families manage all aspects of their personal financial lives. Each client’s situation is unique, which is one of the things that make this practice area so interesting. Whether we’re talking about estate planning, business succession planning, retirement planning, or many other issues these clients face, a solution that was perfect for one client may be completely inappropriate for another client. Each client deserves a custom-crafted solution based on the client’s unique combination of business, tax, personal, and family dynamics. Too many professionals focus solely on business or tax issues and ignore the very real needs of the individuals involved. Frost understands the need to look beyond the numbers to meet the personal needs of our clients. That’s why I’m excited to be part of the Frost, PLLC team.” – David K. Walser, Frost, PLLC Director of Private Wealth Services
About Frost, PLLC
Frost, PLLC was formed in 1974 with the objectives of providing personalized, high-quality financial services, reputable and reliable advice, and staff that our clients can count on throughout the years. Frost’s founder was not only a CPA, but also a pilot who was willing to go anywhere to provide services to new clients. His initial efforts laid the foundation for our national client base and our firm mentality that we are not limited geographically when it comes to adding new clients and serving our existing clients. Frost currently has offices in Little Rock, Arkansas; Fayetteville, Arkansas; Raleigh, North Carolina; Phoenix, Arizona; Naples, Florida; and Yuma, Arizona. Learn more at www.frostpllc.com.
Frost, PLLC is an independent member of the BDO Alliance USA.