By integrating legal, financial, and tax strategies into a single, cohesive plan, David Valente structures holistic plans to solve clients’ multi-faceted needs. In turn, this empowers clients to make informed, prudent decisions. David provides comprehensive advice to individuals, families and small businesses. David concentrates in tax and estate planning, gift and estate tax return preparation, probate matters, asset protection, business administration and succession, estate and trust administration, special needs planning, and charitable planning. David advised families for over eight years at a downtown wealth management firm on stock option planning, retirement planning, investment portfolio management, insurance analysis, charitable bequests and income tax reduction strategies, prior to becoming an attorney.
Boston University School of Law - LL.M., Graduate Tax Program, 2016
Suffolk University Sawyer Business School – Master of Science in Taxation, 2014
Suffolk University Law School - J.D., 2008
Boston College - B.S., Computer Science and Finance double major; Honors program; Jenks Leadership Program, 2001