David Dotson is a Managing Director in the Chicago office for Deloittes Private Wealth practice, with over 25 years of experience. He holds both a Juris Doctor and an LL. M. in Taxation, specializing in advising ultra-high-net-worth families, C-suite executives, and their businesses on complex tax and estate planning matters.
His work frequently explores the human side of finance, focusing on preparing the next generation for the responsibilities of wealth and navigating family dynamics. David is a prolific writer on topics ranging from philanthropic planning and charitable giving to the intricacies of managing multi-generational legacies through family offices.
He has specific expertise in niche areas like tax controversy, private aviation taxation, and state residency planning.
David Dotson
Managing Director at Deloitte
Philadelphia, Pennsylvania, United States
Overview
Topics They Care About
Next-Gen Wealth Prep
Writes and speaks extensively on preparing the next generation for the complexities, responsibilities, and emotional challenges of significant wealth.
Family Office Strategy
Advises family offices on their role in preparing future generations and navigating tax policy changes to create long-term planning opportunities.
Philanthropic Planning
Focuses on helping wealthy families build their legacy through charitable giving and the establishment of private foundations.
Media Appearances
David has no verified media appearances
Work History
5-2002
Managing Director at Deloitte
5-1999 - 5-2002
Manager at Arthur Andersen
10-1995 - 5-1999
Writer/Analyst at CCH Incorporated
Education
1995 - 1999
LL.M. from DePaul University College of Law
1989 - 1992
Juris Doctor from Southern Illinois University Simmons Law School
More Information
Social Presence :
Prographics :
Exp : 30
Location : Philadelphia, Pennsylvania, United States
Job Level : Mid-senior
Designation : Managing Director at Deloitte
