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David Southwell, CPA, TEP

CEO

Creative Asset Protection Strategies, Inc.
Miami Lakes, Florida, USA

CPA, Asset Protection Strategist

Professional Summary

Tax, Estate and Asset Protection Planning must be comprehensive and must work within the business and financial structure of a family or individual. We provide our clients with tax, asset protection and wealth accumulation structures that are effective, efficient and practical. We have assembled a multi-disciplined group of tax, legal, accounting and insurance professionals who have associated to provide clients with creative tax planning, proven asset protection strategies and structures and wealth transfer programs. We utilize a wide range of advanced strategies which include domestic and offshore asset protection structures, dynasty trusts, creative domestic business structures, specialized non-ERISA employee benefit programs for tax reduction, wealth transfer and asset protection, and offshore life and captive insurance programs. Our firm has developed strategies to utilize funds in qualified accounts (IRA, 401k, 403b and Keogh) for real estate investments and other high-yield non-traditional areas, and has created specialized real estate investment programs for private funds. In addition, we have unique programs which utilize not-for-profit organizations in tax planning and asset protection and are specialists in domestic and international gifting programs and endowment fund development. We maintain a highly trained staff and alliances with top professionals in each area of specialty for your benefit. Contact me at 305-822-8161, Skype - SouthwellCPA

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Languages

  • English
  • Spanish

Industry Experience

    • CPA

Website

Birthday

August 2

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Experience

Creative Asset Protection Strategies, Inc.
Miami Lakes, Florida, USA 33014
CEO
CPA, Asset Protection Strategist
1975 - Present
David Southwell has spent his business career providing tax, wealth transfer, asset protection planning, and business and financial advisory services for domestic and international clients. David is a Member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants and is a Member of The Society of Trust and Estate Practitioners.

Through Trust Advisors Corporation and David W. Southwell, CPA, PLLC, a CPA firm directed by David, clients are provided with a broad range of financial services that include:

Wealth Management Services
Domestic and International Financial Structure Services.
Real Estate Acquisition and Development Services
Business Acquisition Services
Private Banking and Escrow Services
Private Placement Life Insurance and International Trust Services

David has provided advisory services to clients engaged in international trading of food, fertilizer, metals and petroleum commodities and infrastructure programs with third world nations, including international marketing, buy/sell contracts, contracts dealing with international relationships and financial programs, letters of credit, banking relationships, business development, and has provided treasury and custodial services to clients for whom Trust Advisors Corporation serves as Paymaster/Custodian.

Education

BS, Accounting 1965
Florida State University
Tallahassee, Florida, United States

Professional Certifications

CPA
Active
1970
Society of Trust and Estate Practitioners
Active
2005

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