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David S. Untracht
David Untracht is a Co-Founder of Untracht Early and a Senior Principal of the firm. He started the firm in 1993 with co-founder Tracey Early, and has seen the firm enjoy steady growth from a firm of four to a firm of over 150 total personnel with offices in New Jersey, New York, and Florida.
David provides strategic and transactional tax and business advisory services and tax controversy representation to a diverse group of clients, including hedge funds, alternative investment managers, closely held and entrepreneurial businesses, and high net worth families.
David is broadly experienced in all areas of tax, but particularly in the alternative investments space. Equally adept at working with prominent management companies and start-ups, he leverages his active involvement and day-to-day dealings in the alternative investment market to offer an informed perspective on the challenges and opportunities clients may face. He provides sophisticated and proactive tax planning and advisory services to clients ranging from management companies to funds and their principals. He consults on matters relating to taxation of financial instruments, and taxation and organizational structure of alternative investment entities including hedge funds, funds of funds, and private equity funds.
As a lead in the firm’s Consulting & Advisory practice, David works closely with clients on matters of business planning and strategy , transaction structuring, and due diligence.
David is an active member of the New York State Society of Certified Public Accountants (NYSSCPA), currently serving on the NYSSCPA’s Financial Instruments and Transactions Committee. He is also a member of numerous other professional associations including the General Practice and Tax Sections of the American Institute of Certified Public Accountants, the Wall Street Tax Association, and the Tax Committee of the Managed Funds Association. He is a frequent presenter at tax seminars sponsored by professional organizations including the Wall Street Tax Association and the Foundation of Accounting Education of the NYSSCPA. David is also a member of the New Jersey Society of Certified Public Accountants, having served as President of the Hudson Chapter of the Society from 1987 to 1988.
David received a Bachelor of Arts in Political Science and Economics, with a concentration in Accounting, from Rutgers University. He also holds a Master of Business Administration in Accounting and Management Theory and a Master of Science in Taxation, both from Seton Hall University. In addition, David was honored as a J.H. Cohn award nominee when he became a licensed CPA in New Jersey by virtue of having passed all parts of the Uniform CPA Exam at an initial sitting and obtaining one of the five highest exam scores in the state. He is also a licensed CPA in the state of New York.