David A. Stosch,
MTAX, CPA, ABV, CVA

David Stosch is a Principal Consultant with Stosch, Dacey & George, P.C., where he concentrates on taxation matters and business valuations.

Other assignments include client representation before the Internal Revenue Service, state and local taxing authorities, transactional analysis for business organizations, split-ups, reorganizations and tax planning and personal computer consulting services.

Mr. Stosch has performed business valuations for estate and gift tax purposes, buy-sell agreements, stockholder and business disputes, merger and acquisition evaluations, and for the purpose of equitable distribution under state statutes.

Previously, Mr. Stosch practiced as a Tax Manager with Charles M. Terry & Company, CPAs, Deloitte & Touche, CPAs and as an Auditor and Tax Senior with Ernst & Young, CPAs. In those capacities he was responsible for Tax and Audit Services to large SEC, middle market and individual clients.

Mr. Stosch has a Master of Taxation and Bachelor of Science in Accounting from Virginia Commonwealth University. He is a licensed Certified Public Accountant, Accredited in Business Valuation, a Certified Valuation Analyst, and has presented seminars on business valuations for CPAs, attorneys and life underwriters.
 

PROFESSIONAL AND ACADEMIC:

• Certified Public Accountant
• Accredited in Business Valuation
• Certified Valuation Analyst
• American Institute of Certified Public Accountants
• Virginia Society of Certified Public Accountants
• National Association of Certified Valuation Analysts
• Deloitte & Touche Schools - Taxation, Emerging Business Services, Tax Manager, Tax Senior
• Ernst & Young Schools - Taxation, Audit, Tax Senior, Audit Senior, Staff Accountant
• Master of Taxation - 1984, Virginia Commonwealth University
• B.S., Accounting - 1982, Virginia Commonwealth University
• Tax Manager, Tax Senior, Deloitte & Touche
• Tax Senior, Audit Senior, Audit Staff, Ernst & Young

SEMINARS , LECTURES CONDUCTED AND ARTICLES WRITTEN:

• 1999 Presentation to Attorney and Insurance Group on Family Limited Partnership Valuation Issues
• 1999 Presentation to Insurance Agents on Family Limited Partnership Valuation Issues
• 1997 Article written: Virginia Lawyers Weekly - "Business Valuations - Is Purpose Important?"
• 1997 Estate and Trust Study Group of Attorneys - Valuations and Marketability Discounts
• 1995 Virginia Tech Accounting and Auditing Conference - Business Valuation Concepts
• 1991 Central Fidelity Bank Trust Offices - Topic: Tax Aspects of Business Valuations
• 90-96 Short Pump Civic Association - Topic: Federal and State Tax Law Update
• 88-93 Deloitte & Touche - Tax, Business Valuation and Audit Training Seminars to Partners and Professional Staff

REPRESENTATIVE ENGAGEMENTS:

• Trucking Company Valuation
• Family Limited Partnership Valuations for Gift and Estate Tax Purposes
• Valuation of Contracting Company for Equitable Distribution Purposes
• Valuation of Printing Company for Family Succession Purposes
• Valuation of Petroleum Company for Estate Tax Purposes
• Valuation of Closely Held Companies for Shareholder Dispute Purposes
• Valuation of Closely Held Companies for Sale Purposes
• Valuation of Closely Held Companies for Estate and Gift Tax Purposes
• Valuations of Closely Held Companies for Equitable Distribution Purposes
• Determination of business loss profits
• Earnings in Dispute Between Doctors
• Determination of Tax Loss in Farm Income Dispute
• Analysis of Lost Earnings Capacity and Medical Costs Claimed as a Result of Personal Injury
• Determination of profit or loss on lease of mixed real, personal and intangible properties for local tax assessment
• Assist with pricing models for buy-sell offer, healthcare services organization
• Determine damages as a result of false advertising claim under the Lanham Act