David M. Bowman
dbowman@orba.com
P 312.670.7444 | F 312.670.8301
Industries
David Bowman joined ORBA in 2014 after starting his career at one of the “Big Four” accounting firms. David is a member of the firm’s Tax Department and consults on individual, trust, estate, partnership, S-Corporation and gift tax returns for high net worth individuals. He also helps clients with the overall financial planning process which includes personal financial statements, portfolio analysis, budgeting, credit and debt management, and retirement plan selection.
Industries
David Bowman joined ORBA in 2014 after starting his career at one of the “Big Four” accounting firms. David is a member of the firm’s Tax Department and consults on individual, trust, estate, partnership, S-Corporation and gift tax returns for high net worth individuals. He also helps clients with the overall financial planning process which includes personal financial statements, portfolio analysis, budgeting, credit and debt management, and retirement plan selection.
David believes in taking the time to get to know his clients so he can ask the “right” questions. He is always available to his clients and believes the best relationship is built on trust and open communication.
During his downtime, David enjoys spending time with his family and friends. Coming from a family of ten, there is always some event to attend. An avid runner, David loves to be outdoors and plans on running at least one marathon a year for the indefinite future. He most recently ran the Chicago Marathon supporting Big Shoulders Fund® — a local Chicago charity. Finally, he enjoys exploring new cities, restaurants and breweries with his wife Caitlin.
- Illinois CPA Society
- Georgia CPA Society
- B.B.A., with honors, Accounting, Loyola University Chicago
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This article discusses a strategy on how individuals who own their own business can reduce their income while helping their children get a head start on saving for retirement. A Sidebar discusses the problem of capital gains trapped in non-grantor trusts and possible solutions for liberating them.
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Kathy Z. Jeziorski, CPA, Danielle E. Haseman, JD and David M. Bowman were mentioned in the media as having joined ORBA’s Tax Department. Reporting media include CNBC, MarketWatch, Chicago Business Journal, Chicago Business Commuter and American Business Television, to name a few.
ORBA Invites Young Professionals to Wealth Management Group Seminar
CHICAGO — Ostrow Reisin Berk & Abrams, Ltd. (ORBA), one of Chicago’s largest public accounting firms, is hosting a seminar for young professionals on how they can better manage their finances and invest in their financial future. The networking and educational program will be held on Thursday, June 23 from 5:30 p.m. to 8:00 p.m. at […]
CHICAGO – Ostrow Reisin Berk & Abrams, Ltd. (ORBA), one of Chicago’s largest public accounting firms, is pleased to welcome Kathy Z. Jeziorski, CPA, Danielle E. Haseman, JD and David M. Bowman to its Tax Department. Kathy Z. Jeziorski, CPA has more than three years of accounting experience. She consulted on individual, S-Corporations and partnership […]