Corporate Transparency Act**SPONSORED by First Call - Jennifer Tyrl
Jennifer Tyrl
David Boekeloo JD, MST, CFP®, CLU®, CHFC®, AEP®
David is an Arvest Wealth Management wealth strategist who provides estate, tax and business planning services to client advisors, trust officers, Arvest clients, and the clients’ professional advisors. His expertise is in estate and income tax planning for high-net-worth and ultra-high-net-worth individuals, business consulting and succession planning for owners of closely held businesses, and executive benefit solutions for key employees of publicly and privately held companies.
David has provided tax and legal consulting services to financial advisors, Certified Public Accountants, financial institutions and attorneys since 1998. He meets with clients to review their comprehensive financial planning strategies, and consults with their tax and legal advisors.
David has a law degree, a master’s degree in taxation, and holds the CERTIFIED FINANCIAL PLANNERTM, Chartered Life Underwriter®, Chartered Financial Consultant®, and Accredited Estate Planner® designations. He has written several scholarly articles on various tax and estate planning subjects, and speaks widely at legal, tax, and industry conferences.
