David K. Cahoone - Founders Group – Business Succession Planning, Transition and Exit Planning Valuation

David K. Cahoone, Counselor

Professional Accreditation
The Florida State Bar

Sarasota County Bar Association; Florida Bar Association (Member, Sections on: Business Law, Tax Law, Real Property, Probate and Trust Law).  Laureate in Wealth Strategies and WealthCounsel

A Laureate in Wealth Strategies and Education Fellow at the Southern California Institute; Fellow of the Esperti Peterson Institute; Highest professional ranking (AV) by Martindale-Hubbell.  Admitted to Florida Bar, 1985.  Education:  Eckerd College (Bachelor’s Degree in Political Science, 1981); Western New England College School of Law (Juris Doctor, 1985); University of Florida College of Law (Master of Laws, ‘LL.M.’ in Taxation, 1986).

Principal in the Law Firm of David K. Cahoone, P.A. and Of Counsel to Johnson Browning & Clayton, practicing in the areas of estate and wealth strategies planning.   David looks forward to working collaboratively with other attorneys, CPAs, financial advisors, and insurance professionals to serve the specialized planning needs of individuals, families and business owners. Founding principal and faculty member at the Laureate Center for Wealth Advisors. Owner and faculty member of the Advanced Wealth Studies Institute, LLC. Counselor of The Founders Group.

Fellow of the Southern California Institute; Instructor for The Laureate In Wealth Strategies; Instructor for the Advanced Wealth Studies Institute; Faculty Member of the Chartered Wealth Advisor Program, Academy of Multidisciplinary Practices, courses accredited by the Estate and Wealth Strategies Institute at Michigan State University.

Co-author – “Protect and Enhance Your Estate” New York: McGraw-Hill (2012);

Co-author – “The Objective Guide to Estate Planning and Life Insurance” Sarasota: Quantum Press, (2012);

Co-editor – “Strictly Business: Planning Strategies for Privately Owned Businesses”: Denver: Quantum Press, (2002);

Co-author – “The Living Trust Workbook: How You and Your Legal Advisors Can Design, Fund, and Maintain Your Living Trust Plan and Secure Your Family’s Future”.  New York:  Viking-Penguin, (2001) ;

“How to Work Ethically With Other Professionals” Broker World, (September 2002).;

“Post EGTRRA Life Insurance Planning” The Tax Advisor, (August 2002);

“The State of MDP” Estate Planning, (June 2002); and

“The Impact of the Economic Growth and Tax Relief Reconciliation Act of 2001 on Existing Planning” Journal of Financial Service Professionals, (March 2002).

Married to Donna; two energetic and always curious daughters, Sarah Jayne and Samantha Emily.

david founders group