David A. Stiefel
MBA, CPA, PFS
dstiefel@badermartin.com
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Like most natural-born entrepreneurs, David Stiefel started early. By age 14 he was hiring employees, maintaining inventory and keeping the books for the snack bar at the View Ridge Swim Club.

It may have helped that his father was a CPA. But in truth, David has simply always had a fascination with privately held and family-owned companies and their owners. He loves the combination of business and interpersonal dynamics involved, and enjoys the strategic and counseling aspects of his relationships with them.

David directs Bader Martin’s family business practice. His work combines tax and accounting services with financial and business consulting for private and family-owned companies, their family offices and their high net worth owners.

He is experienced in strategic and wealth planning and business consulting, as well as goal setting, governance and structure, risk analysis and financial modeling.

David also has significant professional experience in forensic accounting, litigation support and expert testimony, with an emphasis on estate and trust disputes.

AWARDS

FIVE STAR Best Certified Public Accountant: Taxation, Business Planning, Estate Planning, Seattle, 2007 - 2011, 2014
  • Family businesses, with emphasis in distribution, hospitality, professional services, retail, real estate
  • Family office services
  • Tax planning
  • Wealth planning and financial analysis
  • Mergers and acquisitions
  • Family and business governance and structure
  • Litigation support/expert witness
  • Certified Public Accountant (CPA), Washington, Oregon  (Inactive: California, Pennsylvania)
  • Personal Financial Specialist (PFS), American Institute of Certified Public Accountants
  • Chartered Financial Consultant (ChFC), The American College
  • American Institute of Certified Public Accountants
  • Washington Society of Certified Public Accountants
  • Washington State Board of Accountancy, Quality Assurance Review Committee
  • Medic One Foundation, Board of Directors, Treasurer, Finance Committee
  • Jewish Federation of Greater Seattle, Board of Directors, Executive Committee, Planned Giving Committee Chair
  • Seattle Academy, Finance Committee
  • Family Firm Institute, Member
  • Northwest Family Business Advisors, Member
  • Estate Planning Council of Seattle
  • Association for Accounting Marketing
  • Past Member, University of Denver Parents Council
  • Bachelor of Arts in Economics and Accounting, with honors, Claremont McKenna College
  • Master of Business Administration (Finance), University of Washington
BLOG POSTS AND PUBLICATIONS

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