David First

About David

As national Co-Partner-in-Charge of the Trusts and Estates Practice group, David M. First is often engaged by individuals, fiduciaries, closely-held businesses, and larger companies for his extensive knowledge and expertise with trust and estate tax matters. He provides a broad range of tax planning, compliance, and consulting services to ensure the preservation of family wealth. David is also a member of the Marcum Family Office and High-Net-Worth Individuals practice groups.

He lends his knowledge of taxation issues related to trust and estate services as a speaker and author and has delivered numerous presentations and technical seminars to a variety of professional audiences. In addition, David has written articles for The CPA Journal and the Tri-State Tax Letter Plus, where he served on the Editorial Board.

David joined the Firm in 1999 as a partner when his New York City-based accounting practice merged with Marcum. He has served as a member of the firm’s management committee and an in-house instructor for training seminars on taxation and succession planning. Earlier in his career, David was a senior manager at an international accounting firm.