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David G. Huey is a partner in the Monterey Office. David is a graduate of San Jose State University and has 45 years of experience in all aspects of accounting. He is a founding partner of a Monterey CPA firm which merged, after 27 years, with Bianchi, Kasavan & Pope, LLP in 2007. His 45 years of experience also includes CFO of a multi-state mortgage banking firm, CFO of an international instrument manufacturing company, Treasurer of the City of Seaside, CA; and, Adjunct Professor of Auditing at the Naval Postgraduate School in Monterey. From 1969 to 1971 David was fortunate to be an NCO in the U.S. Army Security Agency. Supervision of 30 enlisted personnel at age 23 provides insight to management not taught in business school.

For the past 30 years, David has focused on the taxation of trusts and estates. This is an area where good planning can save not only dollars but also minimize the survivors’ burden of administration after a family death. Timely and knowledgeable administration can also ease the financial cost when implementing appropriate tax elections after the fact. David has a keen interest in U.S. financial markets and geo-political conditions and developments. However, the most enjoys fetching and carrying to assist in his wife’s gardening activities.