David J Poh

Senior Tax Manager of Estates, Trusts, and Family Office Services

Name variants:
Daved Poh, Dayvid Poh, Dave Poh, Davey Poh, Davie Poh, Davy Poh
Last updated Apr 29, 2024

Contact Information

Last Update
Jul 7, 2022
Email
dp**@windes.com, dp**@cpa-wfy.com, lp**@yahoo.com
Location
Costa Mesa, CA
Company

Workplace

Windes
Senior Tax Manager of Estates, Trusts, and Family Office Services

Long Beach, CA

Industry

Accounting, Accounting/Auditing/Bookkeeping

Work History

Senior Tax Manager of Estates, Trusts, and Family Office Services

3780 Kilroy Airport Way SUITE 600, Long Beach, CA 90806
Windes is one of the largest full-service regional CPA firms in Southern California with offices in Los Angeles, Long Beach, and Irvine. We are annually one of the best companies to work for...
from Oct 29, 2018

Tax Director of Estates, Trusts, and Family Office Services

16140 Sand Canyon Ave, Irvine, CA 92618
Wright Ford Young & Co., CPA’s are a regional CPA firm located in Irvine, California. As a Tax Director in the Estate & Trust group, I specialized in tax planning and reporting for estates, ...
Nov 2004 — Aug 31, 2018

Occupations

Executive
Manager
Accountant
Certified Public Accountant
Senior Manager
Director
Operations Manager
Accounting Bookkeeper
Bookkeeper

Skills

Estate Tax Planning
High Net Worth Individuals
Private Foundations
Estate Law
Fiduciary
Tax Accounting
Tax
Estate Planning
Gifts
Income Tax
Accounting
Tax Preparation
Partnership Taxation
Tax Research
Trusts
Fiduciary Accounting
Estate Tax
Gift Tax
Personal Tax Planning
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