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David Spellman, Financial Professional | San Antonio

Email Address

Email

Office Number

(210) 988-0600

Mobile Number

(210) 988-0600

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About Me

My goal is to help every person that meets with me to save taxes, protect assets, and build wealth. In this current role I feel extremely blessed to be partnered with multiple CPAs and Tax Professionals who specialize in tax strategies, business development, and client-centric practices. In these partnerships, my team helps facilitate these strategies as many of the solutions flow through my office.

A little bit about me . . .
  • I grew up on a farm in Southern Minnesota, in the Scenic Minnesota River Valley.
  • Athletics were my focus in high school and college – competing at high levels.
  • I have been happily married for 26 years and the proud father of a 24-year-old son.
  • In my adult life, I have owned and ran several businesses mostly pertaining to building homes and serving others.
  • My wife and I were foster parents for three years mainly providing respite care.
  • I founded a non-profit 501(3)(c) utilizing our hobby farm to provide animal assisted therapy to people with disabilities. I was blessed to be able to help young people on the spectrum, the foster children that came through our care, and seniors in assisted living by visiting them with our trained therapy dogs.
  • I enjoy live music and exploring the history and natural beauty around the areas I reside.

Address

24711 Ahava
San Antonio, TX 78261

Strategies for Tax Optimization and Financial Growth

Advanced Tax Planning (APS)

We invite you to explore the world of finance through our Advanced Tax Planning (APS) services. Our team is dedicated to helping you achieve the highest level of financial efficiency by harnessing the potential of APS. Discover how our experience can help transform your tax strategies and work to elevate your financial success.

Our team specializes in providing cutting-edge Advanced Tax Planning (APS) solutions. We stay at the forefront of tax law changes and developments to offer the latest strategies.

With a deep understanding of the ever-evolving tax landscape, we help Tax Professionals navigate the complexities of tax codes and regulations. Our experience helps ensure compliance and optimal tax strategies.

By leveraging our experience, Tax Professionals can offer their clients optimized tax strategies, helping ensure they pay only what is legally required. We help clients maximize their tax efficiency while staying within the bounds of the law.

Our team specializes in providing cutting-edge Advanced Tax Planning (APS) solutions. We stay at the forefront of tax law changes and developments to offer the latest strategies.

With a deep understanding of the ever-evolving tax landscape, we help Tax Professionals navigate the complexities of tax codes and regulations. Our experience helps ensure compliance and optimal tax strategies.

By leveraging our experience, Tax Professionals can offer their clients optimized tax strategies, helping ensure they pay only what is legally required. We help clients maximize their tax efficiency while staying within the bounds of the law.

Who We Partner With:

Strive to Optimize Your Wealth with CES Tax Mitigation Solutions

Capital Gains Tax (CES) Mitigation

We're excited to introduce you to a world of wealth optimization through our specialized Capital Gains Tax (CES) Mitigation solutions. With our experience, you can discover how to harness the full potential of your investments while working to minimizing the impact of capital gains taxes. Explore the strategies and techniques we offer to preserve your hard-earned wealth and strive to propel your financial success.

Our team specializes in developing effective mitigation strategies to address capital gains tax implications on your investments and assets.

Our strategies are designed to help you retain more of your hard-earned money, preserving your financial gains for potential reinvestment.

Our experience in Capital Gains Tax (CES) mitigation provides assurance in your financial planning, allowing for effective management of your financial interests.

Our team specializes in developing effective mitigation strategies to address capital gains tax implications on your investments and assets.

Our strategies are designed to help you retain more of your hard-earned money, preserving your financial gains for potential reinvestment.

Our experience in Capital Gains Tax (CES) mitigation provides assurance in your financial planning, allowing for effective management of your financial interests.