
Marcum New York Construction Summit
Woodbury, NY
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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, Mr. Appel 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 transfer to future generations.
Mr. Appel 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.
Mr. Appel 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. A skilled professional in estate tax, international tax, business succession planning and family estate planning, he has presented on numerous occasions to banking institutions and municipalities and at various tax conferences.
He also speaks frequently on a variety of topics related to the federal EB-5 Regional Center Pilot Program, which was established in 1990 to stimulate the U.S. economy through job creation and foreign investment in U.S. commercial enterprises. As Leader of Marcum’s EB-5 Regional Center Services practice, Mr. Appel oversees a comprehensive range of accounting and regulatory compliance services for both EB-5 investors and the regional centers that administer funded projects, including management of investor reports; documentation of lawful sources of funds; design of accounting systems and internal controls; outsourced accounting services; USCIS compliance reporting; international investor tax services; independent CPA firm reporting; funds transfer accounting; review of financial pro-forma; and green card process and tax effects monitoring.
Estate Planning
Business Planning & Governance
Succession Planning
Family Wealth Planning
EB-5 Planning & Compliance Reporting
Multi-Generational Family Business
High-Net-Worth Individuals
Agricultural Companies
Broker-Dealers
Real Estate Companies
Construction Companies
Aviation Companies
Manufacturers
Distributors
Healthcare
Master of Business Administration,
Nova Southeastern University
Bachelor of Science, Accounting,
University of Florida
Bachelor of Science, Business Administration,
University of Florida
2006 Key Partner Award, South Florida Business Journal Accounting-General Winner