Get to Know Me
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.
Let’s get started with a conversation today.
Contact MeLatest Thinking
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 […]
The Crypto Conundrum: Abandonment, Staking and Tax Regulations
The world of digital assets and cryptocurrency has seen tremendous growth and innovation over the past decade, leading to an array of financial opportunities and complexities. As the adoption of […]