The 2018 Speakers

David Trimner

Principal, Clifton Larson Allen
901 North Glebe Road
Arlington, VA 22203
(571) 227-9500


Profile

David has provided specialized tax consulting and compliance services to several hundred tax-exempt clients over his 18 year career.  He provides Federal and state tax services, focused primarily on public charities, private foundations, trade associations, healthcare organizations and higher education institutions.  

David devotes himself to thorough comprehension of the rules and regulations critical to charitable and tax-exempt entities as well as assisting in the preparation of tax filings designed to enhance an organization's image with contributors, the media and the general public.  He also assists clients on a variety of other issues including unrelated business income, intermediate sanctions, obtaining and maintaining exempt status, IRS examinations, executive compensation and benefits disclosures, and state solicitation requirements.

Prior to joining CLA, David was a Tax Partner with BDO USA and a tax manager with PricewaterhouseCoopers.

Education/Professional Organizations

  • Masters of Taxation, American University
  • B.A., Accounting, James Madison University
  • American Institute of Certified Public Accountants, member 
  • Greater Washington Society of Certified Public Accountants, Not-for-profit committee member

Speaking engagements

David has been a speaker at numerous nonprofit conferences and seminars, including those held by the American Institute of Certified Public Accountants, the Greater Washington Society of CPAs, the Florida Institute of CPAs, the Texas Society of CPAs, the Virginia Society of CPAs, the Maryland Association of CPAs, the Pennsylvania Institute of CPAs, the North Carolina Association of CPAs, the Council for Advancement and Support of Education (CASE), Community Action Program Legal Services (CAPLAW), the University of Arizona and the Greater DC Cares Board Leadership Program.  In 2011, he was the Chair of the GWSCPA's 23rd annual Not-for-Profit Symposium, and in 2012-2013 he was the Chair of the GWSCPA's Not-for-Profit Committee.

Publications

  • PPC’s 990 Deskbook, Thomson Reuters, Contributing Author and Reviewer (2014, 2015, 2016)

 


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