David Weinberg is a Tax Principal at Sorren, with over 25 years of experience advising closely held businesses, individuals, and trusts. He works primarily with service-based businesses and construction firms, offering strategic guidance on tax planning, compliance, and employee benefit programs. Dave is known for making complex issues manageable and delivering clear, practical solutions tailored to each client’s needs. As one of the firm’s go-to resources for employee benefit planning, Dave supports both clients and colleagues with deep technical insight and a collaborative approach. He began his career at KMA in 1984 and is widely respected for his steady leadership and thoughtful client service. Clients appreciate Dave’s ability to simplify challenges that at first seem overwhelming. His approach centers on practical solutions that align with long-term goals and keep businesses focused on what matters most: their clients and core mission.

Education:

• Master of Accounting Science – University of Illinois
• Bachelor of Arts – Knox College

Professional Designations / Civic Associations:

• Certified Public Accountant