Episode 019 Tax Planning Strategies, Featuring David French – Alpha Tax with Matt Chancey David grew up in a hard-working family in Harrison, New York. When he was eleven, he started his work career at the local country club as a golf caddy. When he wasn’t lugging golf bags around, he was in the weight room or on the football field. He was an all-conference player in college at Salve Regina University and finished up his studies at Roger Williams University, majoring in Accounting. After working for other CPA firms for 6 years, in 2018 David launched David French & Associates in Austin, TX, a tax strategy and CPA firm focused on helping serial entrepreneurs and business leaders create generational wealth. David’s experience spans across all industries, including working with tech and E-commerce startups, oil and gas partnerships, investment funds, and real estate developers. David has extensive experience with corporate restructurings and M&A deals. He is a closet tax nerd and can be found reading tax code in the middle of the night; just ask his wife. David and his high school sweetheart live with their three young children in Austin, TX. Outside the office you can find David coaching his kids in youth sports, sneaking in a quick round of golf, hunting in the Hill Country, or deep-sea fishing in the Gulf of Mexico. Above all, David is a family man who believes in hard work and no excuses. In our conversation, David talks about the opportunities with real estate and how he works to understand his clients to achieve success. Other topics we discuss include: The common types of clients David sees Why someone setting up a new business would want to use code 1202 What a business owners options are if they do not utilize code 1202 The benefits of short-term rentals The many IRS codes in real estate Enjoy the show! Connect with David: Website: https://davidfrenchcpa.com/ Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices
