David Levi is the Senior Managing Director of CBIZ MHM, LLC. He has over 30 years of experience in public accounting. He has extensive knowledge in tax consulting, estate and gift matters, trust planning, retirement planning, real estate matters, closely-held business planning and special event funding. David is a member of the American Institute of Certified Public Accountants and the Minnesota Society of Certified Public Accountants. He is also the Former Contributing Editorial Advisor to ‘The Tax Advisor’ magazine.