Daniel Lopez has more than 12 years of business and tax experience. He advises high net worth individuals and families and their closely held businesses and family offices on income tax planning and wealth preservation. His clients include family offices and owners of closely held businesses.
Dan has extensive experience with:
- Individual income tax planning and compliance
- Estate planning
- Fiduciary income tax planning
- Partnership and S corporation tax matters
- Family office operation and supervision
Before joining Andersen Tax, Daniel began his career in the Private Client Services practice of Arthur Andersen.