David A. Burnett, CPA, PFS, CFP


Dave is a principal on Somerset’s Tax Team, providing proactive direction on complex tax, business and estate planning initiatives for clients of the firm.  He is focused on tax compliance and consulting for flow through entities and their owners.  Dave has extensive expertise in entity and transaction structure, mergers and acquisitions, joint ventures, reorganizations and succession planning for closely held businesses.  

Dave provides wealthy individuals, many of whom are business owners, and their families with sound guidance in the areas of income tax compliance, tax planning, estate and gifting strategies, wealth transfer and private equity.  His background allows Dave to effectively communicate with various members of the client’s advisory team to provide comprehensive and practical solutions. 

Dave has a keen interest in history, reading, playing tennis and spending time with his family.


  • Tax Compliance
  • Strategic Tax Planning
  • Entity Structure and Formation
  • Mergers and Acquisitions
  • Succession Planning


  • BS — Business (Finance Concentration), Indiana University
  • MPA — (Tax Concentration), Indiana University


  • Indiana CPA Society — Member
  • American Institute of CPAs — Member


*David is not affiliated with Huntleigh Securities Corporation
Phone 317.452.4948