Daniel J. Roberts
Director, Andersen Tax - Orange County
Daniel Roberts has over eight 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. His 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.
Daniel has instructed local trainings in the San Francisco and Los Angeles offices in the areas of individual income taxation, fiduciary taxation, and tax planning. While in law school, Daniel earned a certificate of concentration in taxation law and served as a member of the Hastings Communications and Entertainment Law Journal.