top of page

Article Feature PDF: Basis Basics & Beyond

Estimated 10 Minute Read Time

Tax Basis planning


David R. York is an estate planning attorney, CPA, author and speaker with more than 20 years of experience. He has worked with over 7,000 clients, including billionaires and business owners, celebrities and sports figures, and entrepreneurs of all shapes and sizes.

A highly sought after speaker, he has spoken on the Ted stage and the Million Dollar Roundtable, the Investment and Wealth Institute and many more.



bottom of page