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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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Equity Compensation in 60 Seconds
Equity can be complex. However, equity can be a considerable part of compensation packages and can take many forms, including stock options. Withum’s Founders and Tech Executive Services Team is […]

Contributing to a Roth IRA: What to Know
Share This article was orginally published on November 14, 2017. Advantages of Roth IRA’s A Roth IRA is an individual retirement account that exhibits many similarities to a traditional IRA, […]