Partner

David Heilich, CPA, AEP®

Tax
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Bio

Meet David

David is a partner in Armanino’s Tax practice who provides trust and estate services and tax planning services. With more than 25 years of experience, David serves individuals, families, closely held businesses and executives, providing comprehensive tax and wealth management services. His expertise includes estate planning; family business consulting; business succession planning; advanced planning; income tax compliance and consulting; and estate, gift and trust compliance. David's experience in individual, partnership, estate, gift and trust income tax-related issues benefits a wide range of clients.

Prior to joining Armanino, David was a partner at Brown Smith Wallace LLP, where he led the Family Wealth Planning and Family Office Support Services practices. He began his career working with wealthy individuals and closely held business owners, in addition to providing estate, gift and trust work for a local corporate trustee, Mark Twain Bank. He has experience delivering services to a prominent St. Louis family office.

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Experience

Professional History

Associations

  • American Institute of Certified Public Accountants (AICPA)
  • Missouri Society of Certified Public Accountants (MOCPA)

Community

  • Board of the Estate Planning Council of St. Louis
  • American Red Cross Planned Giving Advisory Council, Member
  • St. Louis County Library Foundation Professional Advisors Group, Member

Education

  • Saint Louis University

Experience

  • Brown Smith Wallace LLP