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Daniel is a member of the firm’s Private Client Services group and leads the Founders and Technology Executives group. His experience includes individual, estate and trust tax compliance at both the Federal and state levels. He regularly assists clients with income and estate tax planning.
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QSBS Quick Bites
QSBS Quick Bites is a video series to help founders and tech executives understand the eligibility requirements for QSBS as well as different strategies you can employ to maximize your tax savings.
Harvesting Tax Losses
Tax loss harvesting is an income tax planning strategy that involves selling investments at a loss with the intent to offset capital gain income. This strategy is beneficial to taxpayers […]
On-Demand Webinar: The Ins and Outs of QSBS and Equity Compensation
This on-demand webinar presented by Withum’s Founders and Tech Executives Services Team explores the basics of Qualified Small Business Stock and Equity Compensation and their impact on Tax Planning. In […]