Get to Know Me
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 transactions, and cross-border transactions. He is also a recognized expert in the employee retention credit and frequently represents clients in tax controversy matters before the IRS.
Daniel is a frequent author and speaker on U.S. Federal income tax topics. He is an adjunct faculty member with Georgetown University Law Center and an approved arbitrator for FINRA. Daniel is a member of the New York and New Jersey Bars, the American Bar Association, previously the chair of the Banking & Savings Institutions Tax Committee, and the New York Bar Association.
Top 10 Things To Preserve Qualified Small Business Stock Treatment
Among the many issues on the minds of founders and executives at early-stage or pre-seed startups is the ability to issue qualified small business stock (QSBS or Section 1202 Stock). […]
IRS Announces Crucial Updates on the ERC
As of March 20, 2023, the IRS has published five documents expressing that the employee retention credit (ERC) is rife with fraud because of unscrupulous tax credit shops. See October […]
Can I Replace My Tax Advisor With ChatGPT?
I’m starting to get this question more and more from do-it-yourself types hoping to save money. If computers can beat a world chess champion, they argue, why can’t they perform […]