David F. Byers, Jr., JD, LLM, is Managing Principal of Capital Strategies Group, Inc. He directs the areas of wealth transfer and executive benefits. Prior to joining Capital Strategies in 1995, David began his career as an attorney with the Birmingham office of Burr & Forman LLP, practicing in the areas of business and tax planning for closely held businesses.
David is a frequent speaker for estate planning council and legal education courses involving tax, insurance, and estate planning issues. He is a co-author with Larry Brody of “Switch Dollar and the Power of Deferral” published by Trusts & Estates.
He is a past member of the Alabama State Board of Education and Leadership Alabama. He is also past president and member of the Board of Directors of Finseca and currently chairs its Estate Tax Working Group. He has served on the boards of numerous charities.
David received a B.A. in English and political science from the University of Alabama at Birmingham. He earned a JD from the Cumberland School of Law at Samford University and an LLM in taxation from New York University.