Daniel Hall is a principal with Baker Tilly’s tax practice. He is an attorney with more than 20 years of experience in the accounting, finance and legal fields. He specializes in providing tax, financial, wealth transfer and charitable gift planning to high-net-worth individuals and multigenerational families.
- Tax and financial planning for high-net-worth individuals and multigenerational families with personal and business assets both inside and outside of the U.S.
- Planning for founders and senior executives regarding concentrated stock positions, stock options and other equity compensation structures
- Tax compliance for high-net-worth individuals, trusts, estates and private foundations
- Trust, estate and gift planning
- Wealth transfer planning
- Charitable gift planning
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- San Francisco Estate Planning Council
- Society of Trust & Estate Practitioners (STEP)
- American Bar Association
- Missouri Bar Association
Location
Seattle, WA
Education
Master of Laws in taxation
Washington University School of Law
Juris Doctor in law
University of Missouri School of Law
Bachelor of Business Administration in finance and economics
University of Missouri