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Daniel has more than 20 years of professional tax experience as well as experience in federal, international and financial products taxation. He is experienced in mergers and acquisitions, capital markets and cross-border transactions.

Daniel is a frequent author and speaker on U.S. Federal income tax and international tax topics. He is an approved arbitrator for FINRA and an adjunct faculty member with Georgetown University Law Center. Daniel is a member of the American Bar Association, previously the chair of the Banking & Savings Institutions Tax Committee, and the New York Bar Association.

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Latest Thinking

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What We’re ERC’ing With the Employee Retention Credit

As we begin 2023, we are still seeing many businesses that have not yet claimed the employee retention credit (“ERC”), and the potential benefit of this credit has attracted many […]

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year end tax planning
2022 Year-End Tax Planning Checklist

Now is the time to review and consider all of your year-end tax planning options and strategies for the 2022 tax season. Check it out now.

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IRS Grants a "Do Over" to a Taxpayer Engaging in a Qualified Rollover

The IRS recently released a private letter ruling (PLR 202244004 (August 9, 2022)) that grants additional time to a taxpayer that failed to timely elect to defer the gain from […]

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