Dave Cortney

David W. Cortney

CPA, MBA

Principal Emeritus

+1 (858) 597 4100

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David is an established tax professional with more than 35 years of experience delivering comprehensive tax and accounting solutions to his clients.

  • Areas of concentration include income tax planning and compliance for individuals, partnerships and corporations 
  • Advises a variety of industries including: 
    -Medical 
    -Real estate 
    -Hospitality 
  • Specializes in trust and estate compliance issues, as well as post mortem administration 
  • American Institute of Certified Public Accountants (AICPA) 
  • California Society of Certified Public Accountants (CalCPA) 
  • Emeritus member of the Estates and Trusts Committee of the Children’s Hospital Foundation 
  • Works with local universities to make presentations at Student Accounting Society events 
  • Treasurer of the San Diego Crew Classic Foundation 

Location

San Diego, CA

Education

Master of Business Administration in finance 
Bachelor of Science in accounting 

University of Southern California (Los Angeles, California)