David A. Isaacs, CPA/PFS, TEP


David founded Triple Peel International LLC in 2017. He is a U.S. domestic and international consultant to Ultra-High Net-Worth families with nearly two decades of successfully addressing complex tax, estate planning, real estate, and wealth transfer challenges.  He is accomplished in navigating multi-generational dynamics and effectively engaging beneficiaries across generations. David also helps his clients launch their business ventures and notably assisted one of them from inception to over $150M in revenue in less than five years.

David's career highlights include working overseas for several years in Bermuda and Switzerland, working in the Big 4 accounting firms, and working in wealth management firms.  He is a published author whose column, Confessions of a Millennial CPA, describes his experiences throughout his career and delivers a call to action in an effort to improve the professional satisfaction of younger CPAs.

David is also very active in the community through his involvement in multiple organizations.  He is the President of the Empire State Croquet Foundation, Inc., a public charity whose mission is to foster, educate, and encourage the sport of croquet in and around New York.  David is also the Treasurer of the New York Croquet Club, Inc., a nonprofit organization focused on croquet in New York City. He is also the immediate past Treasurer of the United States Croquet Association (USCA), a 3,000+ member organization based in West Palm Beach, Florida, where he served for nearly five years. David is also the Treasurer of STEP NY, the local branch of a global professional organization of private client practitioners whose primary purpose is to improve public understanding of the issues families face in relation to inheritance and succession planning.

David is a Certified Public Accountant licensed in New Jersey, New York, and Florida.  He is also a registered Personal Financial Specialist (PFS).  David maintains active membership in:

  • Society of Trust and Estate Practitioners (STEP)

  • Florida Institute of CPAs

  • New York Society of CPAs (Family Office Committee member)

  • New Jersey Society of CPAs

  • American Institute of CPAs

David has a Bachelor of Science degree in Accountancy from Bentley College and a Master of Science degree in Taxation, also from Bentley College.

 

Triple Peel

A Triple Peel is a standard maneuver in top-level games of croquet (mostly in Association rules, sometimes referred to as International rules, from the US perspective).  To peel a ball in croquet is to send a ball, other than the striker's ball, through its next hoop, thereby scoring a point for that ball.  The ball in question is known as the "peelee."  A prerequisite for a triple peel is that the peelee's next hoop is 4-back (so it has three hoops still to run).  The striker, during a single turn, peels the peelee through its last three hoops and then pegs it out.  Because a ball cannot be roqueted more than once without the striker's ball first running a hoop itself, the three peels are always performed in the course of making a break for the striker's ball, often a break that completes the full circuit of 12 hoops.

    -- From Wikipedia, the free encyclopedia