David D. Jones

David is a partner in GreerWalker’s tax practice. He has 15 years of experience in providing tax planning and compliance services to individuals and privately held businesses. David has a particular focus with manufacturing, distribution, and global services. He has served companies in a variety of other industries including real estate and service firms. His areas of expertise include international taxation, transfer pricing, expatriate services, like-kind exchanges, cost segregation, research and development credits, uniform capitalization, and energy incentives.

David strives to be more than just a tax advisor to his clients. He provides proactive advice on industry information that he obtains from continuing education classes, in discussions with clients in similar industries and by his active involvement in various trade associations. He has presented to various groups on the topics of international tax filing requirements, tax strategies for global businesses, like-kind exchange, and energy incentives.

Manufacturing & Distribution, Global Services, Service Firms, Real Estate

Business Taxation, International Tax Issues, State and Local Taxation, Transfer Pricing, Research and Development, Uniform Capitalization, Energy Incentives, Expatriate Services, Like-Kind Exchanges, Cost Segregation, Individual Taxation

Bachelor of Science in Accounting/Finance, Appalachian State University
Masters in Accounting, Appalachian State University

Certified Public Accountant, North Carolina, Certificate #29982

Upstate Alliance Global Competitiveness Steering Committee Member
American Institute of Certified Public Accountants
North Carolina Association of Certified Public Accountants
Charlotte Chamber Manufacturer Council
World Affairs Council of Charlotte – Board Member & Treasurer
NC World Trade Association – State Level Vice President & Charlotte Level Treasurer
German American Chamber of Commerce
Carolinas Asian-American Chamber of Commerce

Community Link – Board of Trustees

Tax Strategies for Global Growth
Doing Business with Canada-Tax Requirements and Regulations
Tax Savings for Exporters
Tax Relief Act Benefits U.S. Exporters
Maximizing Your Investments in the US While Minimizing Your Risk
Green Tax Incentives
Exporters Can Use Vehicle to Cut Taxes
Basics of 1031 Exchanges