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.
Maintaining an updated estate plan is among the most important things you can do for your heirs. Thoughtful planning can minimize income, gift, and estate taxes. A good place to start is to understand the estate exemption rules. The federal estate exemption is the amount of assets the government allows you to have at death…
With many current estate tax provisions due to expire in 2025, now is the time to proactively take advantage of historically high exemption amounts. No matter who wins the White House and Congress in 2024, rising federal deficits, unprecedented spending, and lower tax revenues could potentially mean higher taxes in the future. In such a…
While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan, and we are excited to offer it to you. WHAT IS TAX PLANNING? Tax planning refers to our review of your tax return to identify potential planning opportunities – both now and in the future. This is…
Ever since President Biden released his spending and tax proposals in April of this year, taxpayers have been waiting for Congress to act by beginning to propose legislation. On Monday, September 13, the Ways and Means Committee of the House of Representatives released its plan to pay for a $3.5 trillion spending package designed to…
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