David primarily works with medium to large sized organizations in the government and not-for-profit industries. With these organizations, he focuses on audit* and consulting services. Additionally, David performs business valuation engagements primarily for tax, estate planning, and owner succession planning purposes for a wide range of businesses. His clients truly enjoy working with him because of his deep level of technical expertise and his ability to communicate that information in an easier to understand way. He prides himself on being available to his clients throughout the year and strives to provide valuable feedback on any issues they are facing.
Years of Experience
21
Education
Florida State University, Bachelor’s
University of South Florida, Master’s
Professional & Civic Leadership
- Treasurer and Finance Committee Chair for The Florida Holocaust Museum
- Treasurer for Area Agency on Aging of Pasco-Pinellas
- Board Chair for the History, Heritage and Hope Foundation
- Leadership Tampa Bay (class of 2020)
- Treasurer, member of the Executive Committee, and Board member of the Area Agency on Aging of Pasco-Pinellas
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Board member of the Heritage, History and Hope Foundation
- Treasurer, member of the Executive Committee, and Board Member of the Florida Holocaust Museum.
Professional Credentials
Certified Public Accountant (CPA)
Certified Valuation Analyst (CVA)
Chartered Global Management Accountant (CGMA)
I am a very active father of two young boys and retain a passion for golf and cooking.
INDUSTRY EXPERTISE
SERVICE SPECIALTIES
INSIGHTS FROM David Alvarez
David Alvarez AROUND TOWN
FASBO/FRMA Conference
CRI Partners David Alvarez and Yvonne Clayborne spoke on tips and tricks for preparing an accurate and timely Annual Comprehensive Annual Report at the annual FASBO/FRMA Conference on October 25, 2022.
2022 November FSFOA Conference
CRI Partners David Alvarez and Ben Kincaid presented on Government Fraud, Waste, and Abuse at the bi-annual Florida School Finance Officers Association Conference on November 14, 2022.
Florida Association of School Business Officials 2021 Conference
CRI Partners David Alvarez and April Shuping presented at the 2021 Florida Association of School Business Officials (FASBO) Conference on October 12, 2021. This presentation covered the “CARES Act: How to Account for it and How to Pass the Single Audit.”
FASBO Conference – CARES Act Lessons Learned and Single Audit Concerns
CRI Partner April Shuping joined the Florida Association of School Business Officials (FASBO) conference for a two-hour CPE presentation in partnership with CRI Partner David Alvarez.