Daniel J. Roberts

Daniel Roberts has over 20 years of experience in professional tax and accounting services. His client base includes high-net-worth individuals and family groups and their family offices, owners of closely held businesses, founders and significant shareholders of public companies, and business executives.

Dan's practice areas include:

• Individual income tax planning and compliance
• Fiduciary income tax planning and compliance
• Estate and wealth transfer planning
• Pass-through entity taxation
• Tax-exempt organizations, including private foundations