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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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Latest Thinking

stock options
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 […]

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roth ira
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, […]

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