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At a glance

Discipline
Certified Public Accountant
Designations
CPA
Firm
David J. Fisher, CPA
Located
Rohnert Park

David J. Fisher

Certified Public Accountant

David J. Fisher, CPA — Rohnert Park

Practice

My firm prepares over 100 Trust and Estate tax returns annually and works with law firms, private fiduciaries, trustees and executors regarding trust and estate tax matters and has done so for over 20 years.

Areas of work

  • Analyzing proposed transactions for estate and gift tax implications
  • Developing strategies to minimize potential estate and gift taxes
  • Preparing estate and gift tax returns
  • Preparing fiduciary accountings
  • Preparing fiduciary income tax returns
  • Retirement distribution planning
  • Succession planning

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.