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Dave Reyes CPA
Dave Reyes joined Maloney + Novotny LLC in 1986 and became shareholder in our Tax Consulting Services Group in 2000. He specializes in the areas of employee benefit plans and tax-exempt organizations. Dave is a Certified Employee Benefits Specialist (CEBS) and consults with clients in all aspects of their employee benefit plans. Dave works closely with the firm's Employee Benefits Group who specializes in the audits of large retirement plans. Dave consults on tax issues related to these plans.
From 1983 to 1986, Dave worked for the Employee Plans/Exempt Organizations Division of the Internal Revenue Service. His responsibilities included review and analysis of qualified retirement plans, field audit assignments, and issuance of IRS determination letters. Dave has been involved in assisting clients in all aspects of their employee benefit plans including qualified retirement plans, health and welfare plans, and cafeteria plans. His extensive experience includes qualification, compliance, planning opportunities, and IRS and Department of Labor examinations. Additionally, he assists individual clients with individual retirement planning. Dave has a significant amount of experience with 403(b) and 457 plans, contributing his knowledge and expertise to Maloney + Novotny's extensive not-for-profit practice.
Dave is a member of the Ohio Society of CPAs, the American Institute of CPAs, WEB (Worldwide Employee Benefits Network) and the ESOP Association. A 1982 graduate of the University of Akron with a degree in Accounting, Dave received a Master's Degree in Taxation from the University of Akron in 1983. He also serves on the board of The American Liver Foundation.
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| AREAS OF SPECIALIZATION |
Employee Benefit Plan Audits
Retirement Planning
Individual Trust Taxation
Operational Compliance
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| INDUSTRY EXPERIENCE |
Not-For-Profit
Commercial & Industrial
Manufacturing
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| EDUCATION |
University of Akron, MA
Taxation, 1983
University of Akron, BA
Accounting, 1982
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| CONTACT INFORMATION |
216.344.5233
dreyes@maloneynovotny.com
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