David D. Jones, CPA, Partner

Professional Experience

David Jones.jpgDavid is a partner in GreerWalker's tax practice.  He has 10 years of experience in providing tax planning and compliance services to individuals and privately held businesses.  David has a particular focus with manufacturing, distribution, and global services.  He has served companies in a variety of other industries including real estate and service firms.  His areas of expertise include international taxation, transfer pricing, expatriate services, like-kind exchanges, cost segregation, research and development credits, uniform capitalization, and energy incentives.

David strives to be more than just a tax advisor to his clients.  He provides proactive advice on industry information that he obtains from continuing education classes, in discussions with clients in similar industries and by his active involvement in various trade associations.  He has presented to various groups on the topics of like-kind exchange, energy incentives, and international tax filing requirements.

 

Industry Focus

Manufacturing, Distribution, Global Services, Service Firms, Real Estate

 

Areas of Expertise

Business Taxation, International Tax Issues, State and Local Taxation, Transfer Pricing, Research and Development, Uniform Capitalization, Energy Incentives, Expatriate Services, Like-Kind Exchanges, Cost Segregation, Individual Taxation

 

Education

Bachelor of Science in Accounting/Finance, Appalachian State University

Masters in Accounting, Appalachian State University

 

Certification

Certified Public Accountant, North Carolina Certificate #29982

 

Professional Affiliations

  • American Institute of Certified Public Accountants
  • North Carolina Association of Certified Public Accountants
  • Charlotte Chamber Manufacturing Council
  • European American Business Forum
  • Charlotte World Trade Association
  • Charlotte World Affairs Association
  • German American Chamber of Commerce
  • Carolinas Asian-American Chamber of Commerce
  • Charlotte International Cabinet

 

Community Activities

  • Community Link Board of Directors and Finance Committee
  • World Affairs Council, Board Member

 

 Publications & Presentations

  • Tax Relief Act Benefits U.S. Exporters, 2011
  • Maximizing Your Investments in the US While Minimizing Your Risk, 2011
  • Green Tax Incentives, 2010
  • Exporters Can Use Vehicle to Cut Taxes, 2007
  • Basics of 1031 Exchanges, 2007

 

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David's email address is david.jones@greerwalker.com