Daniel J. Roberts

Daniel Roberts has over 12 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