Bio

As a business/corporate and estate planning attorney, David Klippert represents businesses large and small with their day-to-day needs – including contract negotiation, real estate acquisitions and leases, as well as all facets of commercial transactions. He is also there for more complex issues, such as business sales and acquisitions and succession planning for closely held or family businesses. His estate planning work dovetails nicely for clients throughout the Great Lakes Bay Region who are in manufacturing, real estate development and professional services, including accounting and dental practices. While Dave’s largest client is a multistate top-30 national accounting and financial services firm, his work with closely held businesses comprises a significant part of his practice. “Even if these organizations are not family owned,” he explains, “there is almost always pride of founding and ownership, and such a special commitment and attention to both employees and customers.” Dave stays abreast of continuously developing tax laws, and particularly the ones that could affect clients’ business and succession planning. For those on the fence about whether something is a taxable event, such as selling or gifting, he suggests, “If only because of everything we’ve been through, the corporate tax landscape is not likely to get more tax advantageous, at least in the near term. The COVID-related stimulus money needs to be replenished from somewhere. Don’t run the risk of waiting too long because you’ve tried to time things perfectly. Let’s have a conversation about your specific situation and come up with a tax and business strategy sooner, rather than later.” Clients count on Dave to tell them what he would do if he were in their shoes, after considering all practical and personal considerations as well as the legal ones. “Our clients want us to be decisive, not to give them a list of ‘on one hand and then on the other’ unlimited options.”