David M. Sacarelos, CPA, CGMA
Partner
David is a CPA with over 30 years of experience. He has worked with a variety of clients over the years, including high-net-worth individuals and multi-generational families; private foundations and public charities; privately owned businesses ranging from early-stage to mature; and a range of partnerships in real estate, investments, and others. He holds expertise in the following disciplines:
- Business tax planning and compliance for closely held domestic and foreign corporations
- Income tax, business planning, complex tax and financial transactions
- M&A advisory for domestic and international businesses, including structuring and due diligence
- Non-profit governance and compliance matters
- Income tax, estate and gift tax, philanthropic planning for individuals and families, including gifts of personal property, businesses, stocks, shares, real estate and fine art
- Representation of clients before taxing authorities (IRS, FTB, etc.)
David is the firm’s leading tax specialist in private foundations and other non-profit organizations, and he holds particular expertise in advising families and individuals with respect to their philanthropic goals. He’s also the partner-in-charge of Business Development and Marketing and is the firm’s liaison for cross-border engagements through HLB, a global network of independent accounting and consulting firms with presence in over 160 jurisdictions.
David joined Seiler in 1987. He has been a Partner since 2003 and is a member of the firm’s executive governing board.
Professional Memberships
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
- Northern California Planned Giving Council
- San Francisco Estate Planning Council
- Santa Clara County Estate Planning Council
- Society of Trust and Estate Practitioners (STEP)
- Associate Member, American Bar Association: Taxation Section; Real Estate Section; Trust and Estate Section
- Associate Member, California Lawyers Association: Taxation Section; Trust and Estate Section
Education / Certification
- Master's degree in Taxation, Golden Gate University
- Bachelor’s degree in Business in Accounting, San Jose State University
- Certified Public Accountant, California
- Chartered Global Management Accountant
Community Affiliations
- Advisor, Steering Committee, The Catholic Community Foundation of Santa Clara County
- Chair, Audit Committee, Community Arts Stabilization Trust
- Director and Audit Committee Chair, Joint Venture Silicon Valley
- Member, Audit Committee, Community School of Music and Arts
- Member, Audit Committee, San Jose Museum of Art
- Member, Planning Committee, Jerry A. Kasner Estate Planning Symposium
- Member, Tax Advisory Board, San Jose State University
- Trustee, Finance Committee Member, Board Development Member, and Audit Committee Chair, Montalvo Arts Center