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Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.
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Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.
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For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
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David LaRosa, State and Local Tax Director, began his career in 2010. He has built deep expertise in taxation through roles at major accounting firms.
Focusing on state and local tax services, David guides clients through compliance, nexus studies, voluntary disclosure agreements, and audit support. He specializes in the healthcare, manufacturing, technology, and transportation industries. David excels at helping businesses adapt to the evolving landscape of multi-state taxation, ensuring compliance and minimizing risk.
At Lutz, David’s dedication to excellence and flexible approach help him tackle complex tax challenges, delivering practical solutions that drive better outcomes. His knack for adapting to changing regulations while keeping high standards makes him a trusted resource for navigating intricate state tax issues.
David lives in Lake Worth, FL, with his wife and three kids. Outside the office, he enjoys watching Eagles football, coaching sports, and riding ATVs.