David Trueblood

Examiner
DISC Type : cs

Tax Managing Director at Deloitte Tax LLP

Greater Chicago Area, United States

Overview

David Trueblood is a Tax Managing Director at Deloitte, specializing in inventory tax services and federal income tax accounting methods. He leverages deep expertise in UNICAP, LIFO, and fixed asset regulations to deliver tax planning opportunities. He is a graduate of the University of Illinois Urbana-Champaign with a degree in Accounting.

While at university, he received the "Deloitte & Touche/Jerry W. Kolb Award, " recognizing his academic excellence.

Personality Overview

Late Adopter

Overcautious

Process Oriented

They do not like taking risks at all and go for proven options in the end.  The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally.

Topics They Care About

Inventory Tax Planning
His role focuses on implementing inventory-related tax projects, including UNICAP, LIFO, and inventory valuation for federal income tax purposes.
Fixed Asset Accounting
Manages projects related to tangible property regulations, cost recovery acceleration, and internally developed software analysis for clients.
Federal Tax Methods
Has a demonstrated history of implementing a variety of tax planning opportunities through general accounting methods for federal income tax.

Media Appearances

David has no verified media appearances

Work History

8-2005
Tax Managing Director at Deloitte Tax LLP

Education

Accounting from University of Illinois Urbana-Champaign

More Information

Social Presence :

Prographics :

Exp : 20 Location : Greater Chicago Area, United States Job Level : Mid-senior Designation : Tax Managing Director at Deloitte Tax LLP
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from David

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can David take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And David

Personality Compatibility


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