Certifications: CPA, CFP®, ADPA®
David Garcia joined Evensky & Katz/ Foldes Wealth Management in 2006. Before joining the firm, David worked in Public Accounting at Gerson, Preston, Robinson & Co. He is responsible for helping Evensky & Katz/ Foldes clients with all their financial planning needs from developing a financial plan to estate and tax issues.
Mr. Garcia earned his bachelor’s degree in business from the University of Florida and a Master of Taxation from Florida International University. He is a licensed Certified Public Accountant, Certified Financial PlannerTM, and Accredited Domestic Partnership Advisor.
In 2012 Mr. Garcia was elected to the firm’s management committee. The committee is responsible for the strategic vision as well as overall management of the firm. Mr. Garcia is a member of the Miami Children’s Hospital Foundation Diamond Society.
Since the landmark 2015 Supreme Court decision legalizing same-sex marriage nationwide, LGBTQ couples have gained equal access to the financial benefits and considerations that come with marriage. However, the decision to marry involves complex financial implications that deserve careful consideration. Let’s explore whether it makes financial sense for same-sex couples to get married by examining…
With less than 70 days until election day, the future of both the White House and the Senate hangs in the balance. Regardless of who wins, the ongoing challenges of rising federal deficits, unprecedented spending, and lower tax revenues could pave the way for higher taxes in the future. The estate tax exemption, which primarily…
529 ABLE plans are accounts that can be used to provide for a disabled beneficiary and can be a low-cost alternative to a special needs trust. A 529 ABLE plan is similar to an education 529 plan in that earnings on the contributions are tax deferred and tax free when withdrawn to pay for qualified…
While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan. Here are a few key questions we are frequently asked on this subject: WHAT IS TAX PLANNING? Tax planning refers to our review of your tax return to identify potential planning opportunities – both now and in…
For a long time, capital gains taxes were pretty straightforward. If you purchased property for investment and held it for more than a year, the government taxed any gain at a lower rate than they would ordinary income. In recent years, however, changes to the tax code have introduced three capital gains tax brackets (0%, 15%…
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